Staff Management

Adding a New Staff Member

Add Staff Details

Click Add Staff at the top-right corner.
Enter the staff member's details, including their type (e.g., CNA), phone number, and address.

Plot Location

Use Google Maps to find the latitude and longitude of their location. Copy and paste these values into the respective fields.

Include Additional Information

Add a description or professional summary.
Attach any relevant documents, such as contracts, pay rates, or preferences (e.g., travel preferences).
Scroll down to include work experience, education, volunteer experience, and references if available.

Save and Approve

Stay Updated

Use the platform’s notifications to track and update expired documents for staff compliance.

Your staff member is now set up and ready to manage their profile!

Adding a New Team Member

Add Team Member Details

Go to Employee List
Click Add New and fill in the required fields: first name, last name, email, phone number, and role (e.g., Account Manager, Nurse Champion, HR, Finance, Operations Manager).

Set a Password

Create a password for the new team member. They will use this password and their email address to log in to the portal.

Save the Details

Click Save to complete the process. If the email already exists, update it and save again.

Managing Access

To make the employee inactive, click View Details, then select Make Inactive to restrict their portal access.

To remove the employee completely, select Delete to remove them from the system.

Your team member is now set up and ready to access the portal!

Editing Staff Details

View Approved Staff

Edit Profile or Restrict Facility Access

From the profile, you can edit their information or select Do Not Request to prevent them from seeing shifts at a specific facility.

Add Notes

Manage Attendance

The app automatically tracks attendance, including shift pick-ups, DNR, and NCNS. You can update their score based on their performance.

Save Changes

Once you've made any necessary changes, the updated information will be reflected in the staff profile, including who made the edits.

Your staff details are now updated!

Using the Notifications Module

Access the Notifications Module

Navigate to the Notifications section to manage shift notifications for your staff.

Choose Notification Methods

Select the notification types: SMS, Email, and Push to keep staff informed about upcoming shifts.

Save Settings

Now your staff will receive notifications for any upcoming shifts or shifts they are scheduled for!

Staff management