- ELP RESOURCE
HOW TO ADD A SALES or NON-SALES STAFF with ATTACHED PHOTO (MEDIA)
OVERVIEW: This function provides the ability to add an employee to the database. This function will take you step through a series of entry forms in order to provide the necessary information. Required fields on the screen will be indicated by a red check mark.
NOTE: All sales and non-sales staff are required to be entered into CREST EDG. Only users with USER ADMINISTRATION (UA) and BROKER (BA) access levels can add or update person information in CREST EDG.
1. Choose PERSON from the left hand navigation menu then select the ADD option from the submenu
2. The PERSON ADD: BASIC INFORMATION page is displayed.
Please note that all “red check-marked” fields are required to enable moving from one screen to another. Complete and accurate information entered will ensure complete and accurate reports.
3. Enter the employee’s information into the appropriate fields.
4. Indicate if the person has a Sales or Non-Sales position (or both) by choosing “YES” or “NO”. In this example, the employee holds both a Sales and Non-Sales position.
5. Click NEXT to continue.
NOTE: Only if the name or similar names of the staff being entered already exists in CREST EDG, the following PERSON ADD: WARNING! screen might be displayed, to ensure that the staff is not being duplicated.
6. Once verified, that there’s no duplication, click on the CONTINUE button.
The PERSON ADD: SALES POSITION form is displayed.
7. Use the drop down boxes to choose the Office, Sales Assoc Type and Position as well as the Effective Date.
11. Click the NEXT button to continue
Since in this example, we chose that this person also holds a Non-Sales Position, the PERSON ADD:
NON-SALES POSITION window is displayed.
12. Using the drop-down list, choose the appropriate Non-Sales Position, Office that the staff works out of and Effective Date.
13. Click the NEXT button to continue
The PERSON ADD: LICENSE section is displayed followed by the PERSON ADD: INSURANCE section.
14. Enter the Sales person LICENSE #, LICENSE STATE, ISSUE DATE and EXPIRATION DATE
NOTE: Once the LICENSE # is entered, the License Expiration Date is mandatory.
15. Enter the INSURANCE INFO.
NOTE: If an insurance type is chosen the Expiration Date is mandatory
16. Once this page has been completed, click the NEXT button
17. The PERSON ADD: LANGUAGE section is displayed followed by the PERSON ADD: DESIGNATION section. You may add a language or designation to your employees profile from this page by either double clicking the selected option, or highlighting the option and using the arrow keys to move the selected language or designation
NOTE: Selected LANGUAGES and DESIGNATIONS for the Sales Associate will be shown on the pubic website as part of the person’s web profile.
18. Click the NEXT button to continue.
19. The PERSON ADD: CONTACT INFORMATION page is displayed for you to enter your employees’ personal contact information and emergency contact information.
NOTE: It is required that you enter an email address and mobile phone number for each employee. (To enter additional phone numbers, click the ADD button, choose the Telephone Type from the drop down list and enter the number.
NEW: The CREDENTIAL COMMUNICATIONS enables access to the brand’s intranet site – and must be selected for new Sales Agents and Office staff entered in CREST EDG for all open offices.
· SEND CREDENTIALS:
- If this is selected, an auto-generated email will be sent to the person containing their LOGIN ID
and PASSWORD to access the Member’s Site.
- If the person was also assigned access to CREST EDG, the same Username and Password used
for the Member’s Site will also be used for accessing CREST EDG.
· DO NOT SEND CREDENTIALS: - If this is selected, then no email is sent to the individual.
20. Click the FINISH button to save the information and successfully complete the data entry process.
21. The following confirmation screen is displayed.
To print the confirmation screen right click on the page and select print.
NOTE: 1. In the confirmation page above, the EDG USER ID has been automatically populated by the
system
NEW!! The WEB DESCRIPTION button is now available at the top of the confirmation screen. Use the WEB DESCRIPTION button to enter the Sales Staff Web Profile
TO ADD A SALES ASSOCIATE’S WEB PROFILE FROM THE CONFIRMATION PAGE
1. Click on the WEB DESCRIPTION button
2. The following PERSON WEB PROFILE NARRATIVE CATEGORY SELECT screen will be displayed
3. Click on the drop down arrow to view the four profile categories
a. Personal Profile
b. Specializations
c. Other Awards & Recognition
d. Hobbies
4. Click on the profile category/categories. In this example, PERSONAL PROFILE has been selected
5. The following screen will be displayed
6. Click on the UPDATE CATEGORY button to continue
7. The following screen will be displayed
8. Enter the Sales Associate’s PERSONAL PROFILE information. Each paragraph entered has a 510 character limit. To add more paragraphs, click the ADD button
9. To cancel any information entered, click on the CANCEL button
10. Click the FINISH button to save.
TO ADD SALES ASSOCIATE’S PHOTO (MEDIA) FROM THE CONFIRMATION PAGE
11. Click on the ADD MEDIA button at the top of confirmation page
The PERSON UPDATE: MEDIA screen will be displayed:
12. Click the ADD NEW button (to add a single photo). See numbers 13 and 14 below.
Click on the UPLOAD MULTIPLE PHOTOS button (to add multiple photos). See numbers 15 -23
FOR ADDING A SINGLE PHOTO, see 13 and 14
13. The PERSON UPDATE: MEDIA screen will be displayed. Enter a SHORT DESCRIPTION, CAPTION, and BROWSE to locate the photo.
14. Click the FINISH button to attach the photo
NOTE: If you would like to change / remove the photo, click the “X” located to the right of the photo. If the photo has a portrait orientation, uncheck the box located under LANDSCAPE.
FOR ADDING MULTIPLE PHOTOS, see 15 -23
15. Click on the ADD MEDIA button at the top of confirmation page
16. The PERSON UPDATE: MEDIA screen will be displayed:
17. Click the UPLOAD MULTIPLE PHOTOS button.
18. The PERSON UPDATE: MEDIA screen will be displayed.
19. Locate the photos stored on your computer. Your list of photos will be displayed on the right side of the screen.
20. Hold down your CTRL key to select multiple photos at the same time. The selected photos with be highlighted with a blue border.
21. Click on the ADD button to attach the selected photos.
The following screen with the photos selected will then be shown at the bottom of the PERSON UPDATE: MEDIA screen
22. Enter a SHORT DESCRIPTION and CAPTION for each photo. (Use the scroll bar to the right to view the additional photos attached)
NOTE: The SHORT DESCRIPTION cannot be duplicated.
23. Click on UPLOAD ALL PHOTO(S).
The following screen will be displayed showing the photos with descriptions and captions.
NOTE: a. You may change the sequencing or order of the photos by clicking on the buttons.
b. If you would like to change / remove the photo, click the “X” located to the right of the photo.
c. If the photo has a portrait orientation, uncheck the box located under LANDSCAPE.
d. To add more photos, click the ADD NEW button
IMPORTANT: Sales Associates photos entered in CREST EDG must have the following specification:
· Portrait Orientation Only
· 236 x 300 (or greater but equal dimension)
· Photos will be displayed in Black and White on the consumer website.