Create Employees

DataTrak makes managing employees at your club easy and convenient. Through DataTrak you can quickly create new employee records to maintain contact and employment information all in one place.

To save time and effort when creating an employee page, you can copy an existing employee.

Use the following instructions to create an employee record.

To create an employee record:

  1. Click Setup.
  2. In the Employee submenu, click Manage.
  3. On the Manage Employees page, click Create.
  4. On the General step, enter the employee’s Personal, Contact, and Employment information.
  1. Type the employee’s First Name.
  2. Type the employee’s Last Name.
  3. Select the employee’s Title.

Continue filling out the employee’s Personal, Contact, and Employment information.

  1. When finished, click Next.
  2. On the Security step fill in the employee’s login information and select their Department and Security Roles.
  1. Type the employee’s Barcode.

    2. Note: Although DataTrak allows for barcodes with letters and numbers, only barcodes with numbers only can be used to access Employee Mode at the Member Facing Event Enrollment workstation.

  2. Type a User Name.
  3. Type a Password. The password must be a minimum of 8 characters long, and include at least one number.
  4. Type the password a second time.

The employee will be prompted to create their own password the first time they log in and can also reset it from the login screen if they forget it.

  1. Select the employee’s Department.

To add the selected item, click the Add selected items button.

  1. Select the employee’s Security Role. This will determine what information and areas of DataTrak the employee will have access to.

Only one Security Role should be selected.

To add the selected item, click the Add selected items button.

  1. Click Next.
  2. On the Clubs step you can select what report data and clubs the employee will have access to.
  1. Select the clubs for which the employee will have Report Data Access.
  2. Select the Clubs to which the employee will have access.
  1. On the Scheduling step you can set the Training Level for the employee and set up event commissions for the employee. Click Next.
  2. Add any Scheduling and Sales by Profit Center Goals for the employee.
  3. Click Finish.