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Employee / HR Module

Advisor’s Employee / HR module provides a comprehensive demographic profile for each employee in the database. Information vital to the success and compliance of an agency is kept in one place.

The Edit Employees Window


Key Features:

  • Store comprehensive demographic information, including address, email address, phone numbers, and information regarding inter-agency relationships (Consumers, Supervisor, etc.).
  • Assure employment requirements are being completed in a timely fashion, such as background checks and training requirements. Automatically remind users of missing or expiring information and create reports and memos to the employees indicating the gaps in their employment requirements.
  • Track and report on Employee benefit information for any company benefit.
  • Generate statistics on completion percentages of employment requirements and evaluations completed.