To setup staff tracking you would go to the Staffing tab > Staff List > Click on a staff member’s profile > Scroll down to Staff Tracking > Click Setup Staff Tracking. From here, click Add Item > Enter in the item name (eg. Police Clearance) > Click Save. You can also choose to categorize the item by clicking the drop down where it says Uncategorized > Add/Edit… > Add Category (eg. Certifications) > Add in category name > Click Save. Make sure if you do create a category that after you save it you select if from the drop down. Click Save when you are done.

Now you will notice that there is a line item under Staff Tracking. If you want to add in a completion date and due date, click on the i in a grey box > Click on Add Completion Date. From here, you can add in the completion date, notes, and the next due date. Click Save when you are done. You also have the option click on Add Due Date to add the next due date here, if you have not done so already.

If the item is due within the next 30 days, it will show up in the Home page under Staff Reminders. From here, you can dismiss, remind me later, complete, or email reminder. This reminder will not disappear from the Home page until it is marked as completed.