How to Edit Employee Information
This guide walks Admin Users through editing employee information (name, hire date, roles, departments, CPR certification, termination date) to keep records accurate and schedules running smoothly for employees and the community. It also highlights common setup issues that can impact registration and scheduling, along with guidance on key editable fields.
1. Navigate to Employees
Note: Employees are organized into three tabs and can be found in one of the following tabs:
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Active – Current employees who are registered and active in the NASTi app.
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Inactive – Employees who have been terminated.
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Pending – Employees who have been added by an admin but have not yet been invited or have not completed app registration.
2. Select the Edit icon to open employee profile
3. Make edits to fields as needed. Note that greyed-out fields are not editable.
Common scenarios and what to check:
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If an employee is having trouble registering, confirm their Name, Phone Number, and Email Address are entered correctly.
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When terminating an employee, be sure to enter a Termination Date so records and schedules remain accurate.
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If an employee does not appear as an option in the employee dropdown list when attempting to add them to a shift, ensure they are assigned to the correct Role and/or Department.
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Use Target Hours Per Week to help identify when employees may be scheduled beyond their intended workload.
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Manage CPR certification status as needed to stay compliant.
4. Once edits have been made, select Save
