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Employee Tab Training
CareLogic Enterprise:
Training Guide
EMPLOYEE TAB
Only System Administrators and Directors/Supervisors have the Employee Tab available to
them. Only System Administrators will be able to add employees to CareLogic. Directors/
Supervisors will be able to remove someone’s CareLogic access in the event of a termination.
Step
(9 steps)
Procedure for deleting a staff person from CareLogic who is leaving the
agency.
Click on the Employee Tab. The Employee The Staff Search page appears.
Step 1:

Search for the employee by entering a few letters of either the person’s last
name and/or first name.
Click the Submit in the status bar. A list of possible staff that meet your search will
display.
Step 2:
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Click on Select next to the name of the employee you want to remove from
CareLogic. The Employee Demographics page appears.
Step 3:
Click Show Menu, then Login Information. The Staff Login Information page
appears.
Step 4:
Click on Revoke Login. Confirm that you want to revoke the login privileges by
clicking Yes.
Step 5:
Click Submit in the status bar. You will get the following confirmation.
Step 6:
The staff member will continue to appear in the system, but will no longer be able to
access CareLogic.
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Click on Show Menu, then Staff Termination. The Termination Entries page
appears.
Step 7:
Click Add Termination Record. The Staff Termination Entry page appears.
Step 8:
Termination Date – Enter the last date of employment.
Health Insurance Terminated – Leave blank.
Dental Insurance Terminated – Leave blank.
Long Term Disability Terminated – Leave blank.
Termination Type – Select “Drenk does not use this field.”
Termination Reason – Select “Drenk does not use this field.”.
Eligible for Rehire – Select YES or NO.
Additional Notes – Add as appropriate.
Signature – Enter your electronic signature.
Click Submit in the status bar.
Step 9:
The staff person will be removed from the drop-down menus and will be removed
from all consumer staff relationships.
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Modifying Employment History
Step
(8 steps)
Procedure for deleting a staff person from CareLogic who is leaving a program
at Drenk, but still works for another Drenk program.
Click on the Employee Tab. The Staff Search page appears.
Step 1:

Search for the employee by entering a few letters of either the person’s last
name and/or first name.
Click the Submit in the status bar. A list of possible staff that meet your search will
display.
Step 2:
Step 3:
Click on Select next to the name of the employee you want to remove from
CareLogic. The Employee Demographics page appears.
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Click on Show Menu, then Employment History. The Current Employment page
appears.
Step 4:
Click Select next to the most recent entry. The Employment Entry page appears.
Step 5:


In the Primary Organization field, if the person is terminating from the currently
identified Primary Organization, select the new Primary Organization from the
drop down menu.
In the Additional Organizations field, highlight the program from which the
person is terminating and click Remove.
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Step 6:
Click Submit in the status bar. The staff member’s access to the Organization that
was removed is revoked.
You must then reassign all consumers in the staff member’s caseload to other staff.
Click on Consumer then Show Menu, then Alternate Caseload. The Alternate
Caseload Selection page appears.
Step 7:


Step 8:
In the Staff field, use the drop down to select the terminating staff person.
Click Submit.
See Transfer/Discharge for steps to transfer consumers to another staff person.
Resetting a Password
Employees will forget e-signatures and passwords. As a supervisor, you will be able to reset a
staff member’s password to “password” by following a few simple steps.
Step
(5 steps)
Procedure for resetting an employee password.
Click on the Employee Tab. The Staff Search page appears.
Step 1:

Search for the employee by entering a few letters of either the person’s last
name and/or first name.
Click the Submit in the status bar. A list of possible staff that meets your search
will display.
Step 2:
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Click on Select next to the name of the employee you want to remove from
CareLogic. The Employee Demographics page appears.
Step 3:
Click on Reset Password.
Step 4:
The Reset Password/Electronic Signature page appears. Click the radio button
in front of Yes, and click Submit.
Step 5:
---------------END-----------------
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