There are two routes you can take as a Security Manager to add a Badge to an Employee in Compliance. You can go to the employees profile or proceed to the Badges section. Review the steps below to learn how to do either method.
Creating a Badge via the Employee Profile:
Select People on the left hand side panel
Search and Select the user you would like to add a Badge to
Open the Employee's profile and select the Badges section
From there click "Add a Badge" and fill out the appropriate information
The required fields are: Badge Number, Badge Type, Status, Issuing Agency, Facility/CAGE, and Date issued.
You have the option to add an Expiration Date, Contract, and/or Notes for this individual.
Click Save and you are done!
Creating a Badge via Badge Section:
Select Administration located on on the left hand side panel.
Select Badges.
Click "Add a Badge" located in the right hand corner
Complete the form you are presented with. In addition to the mandatory fields mentioned in the section above, you must also choose who the badge is Issued To.
Click Save and you are done!
Please note - There are two steps that need to be completed before adding a Badge to an employee. In order to add a Badge, the employee must be pre-entered into Compliance (want to learn more, this support article can help!) and the Facility must be added to the system prior adding a Badge (unsure on how to do this? Check this support article).
Other fun facts: Having a contract assigned is not a requirement for adding a Badge, but in order to successfully link a Contract you will need to pre-load this information as well.
DId you know?: You can also assign a Badge to an employee who is not currently in your Compliance account. To do this, select "Other" for the "Issued To" field.