Staff Management

 

Staff Classification Title - Supervisors

When a new user request is submitted, KEES defaults the Classification Title to Other on the Staff Detail page, which is a non-supervisor title.

 

NOTE: If the new user is a Supervisor, then another person with a supervisory level Classification Title must update the new user’s Staff Detail record to the appropriate supervisor title.  

 

Edit a Classification Title

From the KEES Home Page:

  1. Select Admin Tools from Global Navigation. Select Office Admin from Local Navigation. Select Staff from Task Navigation. The Staff Search page displays.  

  2. Enter the search criteria then click the Search button. The Staff Search page redisplays with the search results.  

  3. Click the Edit button for the record to be updated. The Staff Detail page displays.

  4. Select the appropriate Classification Title from the drop-down menu.  

 

  1. Update additional fields if needed then click the Save button. The Staff Detail page redisplays in view only format.  

  2. Click the Close button.

 

Unit

A unit is created to group end users who are part of the same team.  

 

Add a Unit

From the KEES Home Page:

  1. Select Admin Tools from Global Navigation. Select Office Admin from Local Navigation. Select Unit from Task Navigation. The Unit Search page displays.  

  2. Enter the search criteria using the Unit ID field, Unit Type and/or Division drop-down menus.

  3. Click the Search button. The Unit Search page redisplays with the search results.  

  4. If your Unit is not found, click the Add Unit button. The Unit Detail page displays.

  5. Enter the Unit ID.  

  6. Select the Unit Type from the drop-down menu.  

  7. Select the Division from the drop-down menu.

  8. Enter the Begin Date using the <mm/dd/yyyy> format or the calendar icon.

  9. Click the Save button. The Unit Detail page redisplays in view only format.  

  10. Click the Close button.

 

Update a Unit

From the KEES Home Page:

  1. Select Admin Tools from Global Navigation. Select Office Admin from Local Navigation. Select Unit from Task Navigation. The Unit Search page displays.  

  2. Enter the search criteria using the Unit ID field, Unit Type and/or Division drop-down menus.

  3. Click the Search button. The Unit Search page redisplays with the search results.  

  4. Click the Edit button for the record to be updated. The Unit Detail page displays.

  5. Update the desired fields as needed then click the Save button. The Unit Detail page redisplays in view only format.  

  6. Click the Close button.

 

 

Position (Worker ID)

A staff member’s Position (or Worker ID) record can be updated to associate them to their Supervisor. This allows the Supervisor to use Staff Management tools such as assigning tasks to their staff or viewing the tasks that their staff have claimed. Complete the steps below to associate a Supervisor to a Staff member in KEES.

 

From the KEES Home Page:

  1. Select Admin Tools from Global Navigation. Select Office Admin from Local Navigation. Select Position from Task Navigation. The Position Search page displays.  

  2. Enter the search criteria for the staff to be assigned using the Worker ID, Unit ID, and/or Office Name fields.

  3. Click the Search button. The Position Search page redisplays with the search results.  

  4. Click the Edit button for the appropriate record. The Position Detail page displays.

  5. Click the Select button under Supervisor. The Select Supervisor page displays.

  6. Enter the search criteria for the supervisor using the Last Name, First Name, and/or Worker ID fields.  

  7. Click the Search button. The Select Supervisor page redisplays with the search results.

  8. Select the Action radio button for the correct supervisor, then click the Select button. The Position Detail page displays with the Supervisor field populated with the supervisors Worker ID.

  9. Click the Save button. The Position Detail page redisplays in view only format.  

  10. Click the Close button.