How do I assign employees to the correct license/permit?

This article is for individuals who manage multiple licenses/permits at the same location, for example a Preschool permit and an Infant/Toddler Permit at the same address.

  • Before you attempt to assign employees, be sure you have both licenses/permits listed on the "Status" tab in your Organization Profile.  If you do not see both listed, start by adding another license/permit to your Organization Profile.
  • Next, go to the "Employees" tab and assign each staff member by clicking on Update next to his/her name.  Check the box next to the appropriate license/permit and scroll down to save your changes - see below.

          Assign_Employee_Highlighted.png

  • Once each employee has been assigned, you will see staff appear on the appropriate report on the "Reports" tab and the permit number on the Employees tab. 

    Screen_Shot_2020-07-28_at_4.20.50_PM.png
Have more questions? Submit a request
Powered by Zendesk