Creating Employees

Prior to adding anyone to the Suites system, you must obtain their consent to store their personal information, while tracking their acknowledgement of said consent. Anyone can withdraw their consent at any time, which causes their personal data to be ignored by the system.

Two settings have been added to the System Setup, System Parameters file in reference to the length of time (in days) for the system to retain owners and employees personal data. The settings are named:

• Owner Data Retention Period: Establishes the threshold to retain owners’ personal data.

  If any owners and their associated contacts are involved in an open or active event, their personal data is not automatically removed by the system.

  The data retention period also applies to an owner’s (or employee’s) historical reports and Check Regen reports that have not yet reached the period end.

• Employee Data Retention Period: Establishes the threshold to retain employees’ personal data.

  If employees are involved in an open transaction or active event, their personal data is not automatically removed by the system.

The default data retention period for owners and employees is 999 days.

To add new employees to the system:

1. Click Employees, and then click Employee Setup.
2. Click New, and then enter the following employee details:

   • First Name: Enter the employee’s first name.

   • Last Name: Enter the employee’s surname.

   • (Optional) Address: Enter the employee’s home address.

   • Privacy Policy Acknowledgement: Select to consent to the processing of personal information.

   • User ID: Enter the employee’s username for Suites.

   • Password: Enter the employee’s password for Suites.

   • Default Language: Select the employee’s language to use as the default language from the drop-down list.

3. Select one or more locations designated for the employee, and then select one of the locations to Set as Default.
4. Click Save.