Posted September 22, 2021
A staff household record holds household information related to the staff. Typically the staff's information is recorded as Contact 1 in the associated household. However, married staff records correspond to Contact 1 and Contact 2 in the associated household. Note: follow the steps of configuring Staff User to associate a staff record to Contact 1 or Contact 2 placeholder in the corresponding household.
Admin Full role is required to create a Staff Household.
To create a staff household:
1. Navigate to Admin > Staff > Details > Staff Household
2. Select the “Create New” radio button. Note: If the staff record should be linked to an existing household, you may select the “Link Existing” radio button.
3. Populate household information and click save.