How to Create a New Staff Member Account
- Cheri Hume
SuperUsers: can create user accounts for new hires throughout the year
Note: District rehires that had a previous user account do not need a new account. SuperUsers can
reinstate a previously removed staff member without creating multiple accounts for the staff member
Watch a short tutorial: Create New User Accounts
Step-by-Step Guide:
Create a New User Account
A. Under Utilities Click “Accounts Manager”
B. Under Create New User Accounts, click the blue link “Create New User”
Complete the Following Fields:
A. Name (required)
B. Email – Staff’s assigned school email address* (required)
C. Select location from the dropdown menu (required)
D. Position held by staff (optional)
E. Designate Certified or
Classified (required)
F. State Employee Number, Employee Payroll ID and Status fields ** (optional)
G. Assign Access Level ***(required)
H. If the staff member’s location is District Level Personnel, select the viewing and editing privileges from the dropdown (required)
I. If the person will be a user in the system but will not be evaluated using this software, check the box and the user will be removed from the roles and lists associated with evaluatees
J. Assign Rubric – may have up to four rubrics assigned based on percentage of time spent in position held (required)
K. (Optional) Assign the primary and/or secondary evaluators from the dropdown menu of available evaluators
L. Assign the appropriate checklist (if used by districts)
M. Assign the default Walk-Through Tool (if used by district)
N. Assign the Finalization Category (required)
O. For districts not using Checklists, Assign number of observations if different than default
P. Click “Create Staff Member”
*The email address must be unique to the system. If not, you will receive an error message when saving |
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