New Hire Form for Supervisors
New Hire Name
*
First Name
Last Name
Pronouns
Ex: she/her, he/him, they/them, etc. Please confirm with employee.
Title
*
Department
*
Start Date
*
-
Month
-
Day
Year
Date
Employee's Texas REALTORS email
*
Employee's personal email
*
Supervisor Name
*
First Name
Last Name
Supervisor Email
*
example@example.com
Will this person replace a previous employee?
*
Yes
No
Should the new employee’s technology and access mirror the previous employee?
*
Yes
No
Name of Predecessor
Desk Location
*
Phone Extension (if known)
Please indicate the type of employment status:
*
Full-time employee
Temp
Intern
Please indicate which of the following should be created/ordered for the new employee:
Business Cards
Cubicle Name Plate
Magnetic Name Tag
Credit Card
Cell Phone
Additional information that needs to be included on business cards:
Credentials, Cell Phone # when received, etc.
Please indicate what hardware, software, and app access the employee needs:
If you indicated the employee’s access should mirror their predecessor and no adjustments need to be made, leave this field blank.
Does this staff member already have a NRDS (NAR Member ID) Number? (New hire has been a member and/or board staff with another association within NAR system)
*
Yes
No
Does this staff member require a NRDS Number? (New hire will need a NRDS number to log into our website)
*
Yes
No
User Rights for Tangilla Access
Please select the user rights required for this staff member. Each Tangilla module can have its own rights and the rights for each module vary based on the sensitivity of the data and the potential negative impact of user actions.
Committee Module
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Committee Module
*
Please Select
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Communications Module
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Communications Module
*
Please Select
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Education Module
No Access
Read: Can See but not create or edit.
Edit: Can create and edit but not make active.
Admin: Can create, edit and make classes active.
Other
Education Module
*
Please Select
No Access
Read: Can See but not create or edit.
Edit: Can create and edit but not make active.
Admin: Can create, edit and make classes active.
Events Module
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Events Module
*
Please Select
No Access
Read: Can see but not create or edit.
Edit: Can Edit but not create.
Admin: Can create and edit.
Finance Reports
No Access
Read: Can see and run Finance Reports.
Finance Reports
*
Please Select
No Access
Read: Can see and run Finance Reports.
Finance General (This tab contains Bill Runs, Settlements, Invoices, Incidents, Invoice Batches, Chargebacks, Instructor PO and Posting Batches.)
No Access
Edit: Full Access to Finance Reports and the Finance General tab
Finance General
*
Please Select
No Access
Edit: Full Access to Finance Reports and the Finance General tab
This tab contains Bill Runs, Settlements, Invoices, Incidents, Invoice Batches, Chargebacks, Instructor PO and Posting Batches.
Finance Configuration (This tab is highly sensitive. Please limit access. It includes General Ledgers, RECN/Bank, Taxes, Product Setup, Billing Types and Invoice Templates.)
No Access
Admin: Full Access to the Finance General tab
Finance Configuration
*
Please Select
No Access
Admin: Full Access to the Finance General tab
This tab is highly sensitive. Please limit access. It includes General Ledgers, RECN/Bank, Taxes, Product Setup, Billing Types and Invoice Templates.
Forms Module
No Access
Edit: Can Create and Edit.
Admin: Can Create and Edit and Publish
Forms Module
*
Please Select
No Access
Edit: Can Create and Edit.
Admin: Can Create and Edit and Publish
Membership Module
No Access
Read: Can See, But Not Edit.
Edit: Can Edit, But Not Refund
Admin: Can Create and Edit and Refund. Full access to make changes.
Membership Module
*
Please Select
No Access
Read: Can See, But Not Edit.
Edit: Can Edit, But Not Refund
Admin: Can Create and Edit and Refund. Full access to make changes.
Reporting
No Access
Admin
Reporting
*
Please Select
No Access
Admin
Segments
No Access
Admin
Segments
*
Please Select
No Access
Admin
Sponsorships
No Access
Admin
Sponsorships
*
Please Select
No Access
Admin
TREPAC (State Only) - Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
No Access
Read: dashboard and associations
Admin: setup, import, and export.
TREPAC (State Only)
Please Select
No Access
Read: dashboard and associations
Admin: setup, import, and export.
Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
State Education Module (State Only) - Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
No Access
Read: dashboard
Edit: Can create and edit but not publish or make active.
Admin: can create, edit and publish content.
State Education Module (State Only)
Please Select
No Access
Read: dashboard
Edit: Can create and edit but not publish or make active.
Admin: can create, edit and publish content.
Read provides user access to Dashboard & Associations. Admin provides the user with rights to set up, import, and export.
Submit
Should be Empty: