Employees & compliance · How-to · updated Sep 6, 2026
Open Employees - 1Employees → New employee. Enter the name as it appears on their background screening.
- 2Pick the job role. It decides which trainings and clearances the record requires.
- 3Set the hire date. Several requirements are due within a number of days of it.
- 4Upload what you have; the checklist shows what's still missing.
The caregiver portal
Once the employee has an email on their record, an admin can invite them to the caregiver portal from the record. They log in on their phone, see their shifts, clock in and out, and write visit notes. They never see other records.
Only an admin can change an employee's email once set, because the email is the identity the portal invite goes to.
Related
- Clock in, clock out and write the visit note · What a caregiver does in the mobile app for each visit, and what the office sees.
- Schedule a shift · Put a visit on the calendar, attach the service line, and repeat it weekly.