Updating an Unknown Employee

When a visit is recorded without an employee name or ID, the visit will be flagged with an Unknown Employee exception. Visits with Unknown Employee exceptions will need to have the employee added to the visit to resolve the exception and make the visit billable. 
 

To resolve an Unknown Employee exception: 

1. 1. Select a visit from the Manage Visits screen. 

2. 2. Navigate to the Employee tab. 

Note: If you select the exception indicator in the Employee Name column, you will be taken directly to the Employee tab. 

3. 3. Use the FILTERS button to open the Employee filters. 

 

4. 4. Enter the employee’s first or last name, Employee ID, and/or Santrax ID, 
5. then select APPLY FILTERS. 

 

Note: Turn on the Include Active Employees toggle to include Employees with a status of ‘Inactive’ in the search results. 

5. 5. Select the matching employee under the ACTIONS column. Then select the Reason Code and provide a Reason Note if required. Use the SAVE button to complete the update.