Adjusting Person and Employee Records for Employees who are also Parents

It is not uncommon for an employee to also be a parent/guardian at the school. Typically in these cases, the person wants emails related to their child to go to their personal email address and alerts from the admin database to go to their work email address. BigSIS is built to handle this! 

There are are three steps that are needed to make sure communications go to the correct email address. The first is a Client Setting that only needs to be turned on once. The second and third need to be done for every person that is both an employee and a parent/guardian at the school.

Selecting the Client Setting

1. Click the gear icon on the Dashboard to go to Client Settings.
   
   
2. On the General tab, select the check box next to Use Employee Email Address for Alerts (If Available). Click Save and Back.
   
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Setting up the Person Record

If the person you are setting up doesn't yet have a Person Record, you can follow the steps in this article to build one. The likelihood that you will need to do this is very low.

1. Go to the People Table using either the People table shortcut on the dashboard or the Left-Hand Menu > People > People Records, then search for the Person Record and Edit it.
   
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2. The General tab will be open by default. Open the Email Addresses subtab. There should be at least two email addresses, one work-related and one personal-related. If you need to add an email address, you can by clicking the green New button.
   
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   1. 1. Make sure the personal email is set as Default and the Email Type set to "Personal". By setting the personal email to be the Default, this ensures that any communication sent about the student will go to the this email address.
         
         
      2. Make sure the work email Email Type is set to "Work".
         
         

Setting up the Employee Record

1. While still in the Person Record, click on the Roles subtab, then click either +Add Employee Record or View Employee Information depending on if the Person already has an Employee Record or not (the picture below shows a person with an Employee Record).
   
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   1. 1. If you clicked +Add Employee Record, be sure to select the Email Address with the Email Type "Work". Fill out the rest of the form, and click Save and Back.
         
         
      2. If you clicked View Employee Information, confirm that the Email Address selected is the one with the Email Type "Work". If it isn't selected, selected and click Save and Back.
         
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