Adding and Tracking Team Member Information
You can enhance your team management by adding and tracking Certification, License, and Union information for your Team Members.
Follow these steps to set up and populate this valuable information:
Setting up the Picklist:
As an Admin user, navigate to the Picklists page under the Company Settings menu.
Select the Picklist you'd like to populate and click "Modify" to add values.
Click Add Row
Enter Name
Enter Code
Enter Status
Click "Save and Close" once all items have been entered.
*Note ALL fields must be completed before you can Save
Picklist data can also be added via the API. Please refer to our API documentation for more information - https://platform.rhumbix.com/public_api/v3/docs/#tag/picklist_items
Once you've completed adding data to your picklists, you are ready to assign the information to your Team Members.
Populating Team Member Information:
Navigate to Company Settings > Team Members.
Swipe Left to scroll to the Certification, License, and Union columns.
Double-click in the column and select the desired option(s) from the dropdown.
Data is auto-saved as you navigate between fields. Look for the "Changes Saved" confirmation in the top right corner.
This streamlined process ensures that you can easily manage and update crucial information for your Team Members. If you have any questions or encounter issues, please refer to our support team for assistance.
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Thank you for optimizing your team management with Rhumbix!