Update Staff

Update Current Staff Members

Use this menu to update the staff members associated with your Office. Note that they still must have an Individual Profile with license information to have CE credits added for them. The Individual Profile may either be entered by the staff members themselves or this can be centrally administered using the button below.

Add Staff Members

Update Staff Information

Remove Former Staff Members

Query Staff Members

Check Staff Level (Compares number of staff members entered to their Individual Profiles)

Enter Staff Member Individual Profile (This is a required record, but you only need to do this if your staff will not be entering their own!)

Update Staff Member Individual Profile

Update FirmID/Employee ID