---
title: Employees
description: This article covers how to add and view employees.
---
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1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en)
2. [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en)
3. [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items)
# Employees
## This article covers how to add and view employee profiles.
**Jump To: **
[Adding an Employee](https://knowledge.billiyo.com/knowledge/employees#add)
[Viewing an Employee](https://knowledge.billiyo.com/knowledge/employees#view)
---
**Adding an Employee**
To add an employee, head to **Operation \> Employee \> Add Employee**.
Enter the employee's information on the modal that appears, the fields that have an (**\***) will be required:
(\*) **Employee Type -** Options: Regular Employee, Pre-employment, Regular Clinician, Contractor, Other, or Regular-Office
(\*) **Job Title**
**Education Level**
(\*) **Employee Title**: Required for Employee Type of Regular Clinician (This box will open once a Regular Clinician is Chosen as an Employee Type)
(\*) **Employee First Name** and **Last Name**
Middle Name (or Initial) is optional
(\*) **Adress and Zip Code** - press enter after inputting the ZIP Code to auto-populate **City** and **State**
**Marital Status**
**Unique Provider Identifier** - This would be the provider number (a unique 10-digit number) of the employee or NPI for qualified professionals (i.e. nurses)
(\*) **Telephone Number** - no dashes or periods
**Social Security Number **
(\*) **Gender**
(\*) **Date of Birth**
**Status** - Defaults to Active
**Email**
**Licenses** - e.g. CNA (Certified Nursing Assistant), RN (Registered Nurse), LPN (Licensed Practical Nurse) or APRN (Advanced Practice Registered Nursing)
**Immunization**
**Race**
**License Expiration Date** - This is referring to Drivers License.
**Drivers License Number**
**Reports To **- The supervisor whom the employee will be reporting to.
**PCA Certificate** - number
Employee Number and Date of Hire will auto populate- Date of Hire defaults to today's Date.
**Note:** Once saved the **Employee Number** will not be editable.
Upload a photo of the employee using the **Click or Drop files to upload** field.
Click the **Save** button after inputting the employee's information. A validation pop-up should appear when doing so. If the message shows as below, click the **Add to CRM **button.
If *"No valid Address found. Cancel and confirm your address"* appears, click **Cancel** and verify that the address was input correctly.
The employee's profile will appear and information can be edited at any time by clicking on the **Edit Employee Info** button.
---
**Viewing an Employee**To view an employee's profile, head to** Operation \> Employee \> View Employee**.
Make sure to select the status of the employee that is being searched for in the **Status** field at the top and then click on the blue refresh arrows.
If a potential employee filled out the [registration URL](https://knowledge.billiyo.com/knowledge/registration-url?hsLang=en), make sure to change the status field to "Onboarding" to review their information.
Locate the employee and click on the + sign to the left of their name.
Click on the **View Employee Dashboard** button to be taken to the employee's profile.
The employee's profile will appear, and information can be edited by clicking on the **Edit Employee Info** button. There will be additional information about the employee in the tabs at the bottom of the page. Click into each to view, edit, and add information.
---
No real employee information was used.
- [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#main-content)
- [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings)
- [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#main-content)
- [Profile related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#profile-related-info)
- [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-onboarding)
- [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-dashboard-related-info)
- [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info)
- [Service authorization info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#service-authorization-info)
- [Care plan info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#care-plan-info)
- [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#recalibrate-client-location)
- [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#user-accounts-client-portal)
- [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility)
- [Q and A](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#q-and-a)
- [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#deleting-client-documents)
- [Services Tab](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#services-tab)
- [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-onboarding-application)
- [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#main-content)
- [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items)
- [User account info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#user-account-info)
- [Payroll info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#payroll-info)
- [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-hours-summary)
- [Expense info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#expense-info)
- [Request app user's location](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#request-app-users-location)
- [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-app-info)
- [Clinical app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#clinical-app-info)
- [Telephony](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#telephony)
- [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-dashboard)
- [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-onboarding-url)
- [Q and A](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#q-and-a)
- [Mobile apps](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#mobile-apps)
- [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#deleting-employee-documents)
- [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-services-tracking)
- [Reset Password](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#reset-password)
- [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#main-content)
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