Employee profiles include many options. The HR section of the profile is no exception. To customize Fingercheck to meet your industry’s and company’s needs, you can add options for more employee data. For example, you might need to store details about your nurses’ licenses and receive notifications when licenses are expiring. (For information about notices, see How to Send Reminders About HR-Related Tasks.)

In this article, you will learn:

Where you can add options

You can add options to employee profiles under the HR section.

Additionally, when you are uploading documents in the SETUP tab > HR > Documents, you can optionally select a document type. For more information, see How to Organize and Share Your HR Documents.

How to create additional HR options

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the SETUP tab > HR > System Lookups.

  3. Click the Edit icon (pencil) next to the category to which you want to add an option.
    For example, if you want to add a nursing license type, and the Edit icon for Licences1.

  4. Click Add.

  5. Enter a Code and Description.
    This code and description will appear in the Type field when you click EMPLOYEES > HR > Option > Add in an employee’s profile.

  6. Click Apply.

  7. Repeat steps 4 - 6 to add more options.

  8. Click Save.

How to add data to the new options

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select a category, for example, Licenses.

  5. Click Add.

  6. Complete the fields.

    If you see an Include in Notification checkbox and you create a notification as described in How to Send Reminders About HR-Related Tasks, select the checkbox to enable the notification.

  7. Click Save.

Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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