Add or Manage Employee Compliance Items

You may need to add or manage Employee Compliance Items. 

Compliance Items can be degrees, certifications, and credentials. 

IMPORTANT: At minimum the the compliance items needs to have their credentials (BCBA, RBT, or BT, etc) and their degree for billing purposes.

👉Jump To [Add Employee Compliance Items] [Manage Employee Compliance Items] [Helpful Tips]

Add Employee Compliance Items

1.  Navigate to the Employee Module in the left side menu.
2. Search for the Employee.
3. Click on the Employee's name.
4. Navigate to Compliance Items.
   
    
5. Click the "+" icon to add a new compliance item. 
   
    
6. Choose the Compliance Item from drop down menu.
7. Choose Approval Date and Expire Date.
8. Click Save. 
   
   

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Manage Employee Compliance Items

1.  Navigate to the Employee Module in the left side menu.
2. Search for the Employee.
3. Click on the Employee's name.
4. Navigate to Compliance Items.
5. Click the Compliance Name OR click the Actions (Three Dots) to Edit.
6. Click the Action (Three Dots) to Remove Compliance Item. 
   
    
7. Click Save. 

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Helpful Tips

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