How to Use the Assigned Employees Tab

The Assigned Employees tab provides visibility to any links that have been made between a client and an employee. The information shown here is reflective of any links that have been made at the Assigned Clients tab of the employee record.

1. With the client record open, click on General

2. Click on the Assigned Employees tab

3. Verify the accuracy of any information displayed. Note: Employee, Date Completed and Date Expired will display for any assigned employees.

Helpful Hint: The Date Completed and Date Expired fields pull directly from the corresponding fields entered under the Assigned Clients tab (employee record).

4. Click on the “Show Inactive” checkbox to see any inactive client/employee links.

For detailed information on linking clients with employees, see the “Assigning Clients” article.

Using the Assigned Employees Tab