Adding employees in CoreBridge is an important step in setting up and maintaining efficient operations. By creating individual employee profiles you can then set permissions to ensure that team members have access only to the tools and data necessary for their specific responsibilities as well as initiate notifications to keep them updated on workflow items. For more information on managing employees, please see Managing Employees.
Table of Contents
Adding Employees
To add employees into the system navigate to Management / My Business / Employees.
1. Select the Green Plus button.
2. Fill out all relevant Employee Details.
a. First and Last Name.
b. Position.
c. Reports To - The employee's manager or supervisor.
d. Phone - Only enter in numbers as the system will automatically do the formatting.
e. Email.
f. Default Time Zone - This may be different than the Default Time Zone set for the system and should be relevant to the employee.
g. Hire and Release Date.
h. Birth Day and Birth Year.
i. Address.
j. City and State.
k. Country and Postal Code.
l. Custom Fields - any Custom Field that has been created within the Quick Custom Fields section of Settings / Custom Fields / Employee Details will show here.
Note: Required fields are marked with a red asterisk.
3. Click Save and Continue.
Note: After an employee profile is created, it can be edited using the employee list.
Note: The bar under Employees shows how many available employee profiles can be created. This is not indicative of how many employees you may have, only a gauge of available users that may have their own access to the system. If you would like to add more users to your system, please contact sales@corebridge.net.
Frequently Asked Questions
1. Question: What happens if I exceed the number of available employee profiles?
Answer: The number of available profiles is a limit based on your current subscription. If you need to add more users with system access, please contact sales@corebridge.net to increase your user license count.
2. Question: Can I add employees who don't need system access?
Answer: Yes. You can create profiles for team members without granting them system access. This is useful for managing internal records without using a system license.
3. Question: How do I assign or change permissions for an employee?
Answer: Once the employee profile is created, navigate to the Management / Employees, then select the correct employee. Under the Access Details tab, you can adjust what areas of the system they can access based on their role. For more information on Employee Permissions, please see Employee Roles and Permissions.
4. Question: What is the purpose of the Custom Fields section?
Answer: Custom Fields allow you to tailor the employee profile to your needs by adding company-specific information not covered in the default fields. For more information on Custom Fields, please see Custom Fields.
5. Question: Can I update an employee’s information after their profile is created?
Answer: Yes. Use the employee list under Management / Employees to locate the desired profile, then click into it to make edits or updates at any time. The system will automatically save your changes.
6. Question: How do I deactivate or remove an employee?
Answer: Be sure to revoke access once an employee leaves your company. You can do this by navigating to Management / Employees and selecting the correct individual. Under the Access Details tab, click the Revoke Access button. See example below.
Note: You can use the Release Date field found within an employee profile to note a deactivated employee. This allows you to retain their historical data while removing their access to the system.
Example:
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Employee Roles and Permissions