To access the Admin Dashboard, select Admin
Select Doc Types
- You will find a list of seeder doc types already entered for you in this area. To assign a Doc Type to Staff or to Edit an existing Doc Select the Blue Pencil Icon.
- Once the Pop-Up Box appears, you can make the changes needed to fit your agency's policies
- Select Update to Save
Staff Resources
Staff Resources allows you to create and upload resources for staff based on title
To add a resource, select Add New
Complete information and Save
Hire Source
Select Hire Source to enter sources from which you receive staff referrals
- To enter a Hire Source, Select Add New and enter details
- Once the Source is entered, it can be added to a staff profile under Edit Profile- Job Details
Job Titles
- The Job Titiles area houses over 30 seeder job titles created for your tenant.
- In this area, you can remove and edit any seeder listed by selecting the corresponding icon. You can also add additional Job Titiles if needed.
- Job Titles are associated with Staff Profiles under Edit Staff- Staff Details
Relationships
- The Relationships area contains the list of relationship options when adding a contact in the Care Circle. In this area, you can edit existing options or add new ones if needed. Prior to adding a new relationship type, check the existing list.
Services
The Services area is set up prior to entering clients and will not need to be edited for a New Staff Profile.
- The Services menu pulls the list of services staff members are qualified to perform and can be assigned to their profile.
Tags
The Tags area is both Staff and Client facing. In this area, you can add Tag types to be associated with Staff profiles for tracking and identification purposes.
- To add a new Tag, select Add New and complete all areas and save
- To add a Tag to a staff profile, select the + Tag option in the Staff Profile
Terminations Reasons
The Terminations Reasons are created for you, and are housed in this area.
- Review the list carefully to avoid entering duplicate reasons
- Termination Reasons are used for termination on the Job Details
