This guide will take you through the process of adding a new Staff member in FLEX.
To access this part you will need access to the Setup of FLEX, specifically the Staff / Roles Setup. If you can, then please proceed, if not, please ask a staff member that can access this part of the system.
Please proceed to the following section of FLEX:
Menu > Setup > Staff / Roles > General. Then please follow the steps below:
- You will first be presented with this window, simply click on the new staff option in the top left corner
- You will then have a new window pop up on the screen
- You will need to fill out the new staff member's details. The following details are necessary (it is recommended to follow this list in this order)
- Title
- First name
- Surname
- Salutation will be filled in automatically from the First name and Surname fields
- Username - This is usually a staff member's initials
- Employee # - This is the number in which the staff member will first open FLEX will
- Passcode - This is the passcode or pin code that staff members will use the most.
- eOphthalmic PIN (only necessary for Scottish eGOS)
- Job Role
- Branch Access
- Default Branch - Once the above has been done, click save and you will be taken back to the first screen.