Before you can assign shifts and generate programs for your staff, their staff data needs to be entered into ShiftCare. 

Select the drop-down menu labelled Staff on the sidebar menu, then click the subheading labelled New.

You can now see the New Staff creation page. Enter the user's Name and Email, as these are mandatory fields in order to create a new account.

Once created, an email invitation will be sent to the user, which allows them to create a password and sign into the app. Read this article for more info.

Assign roles to all members accordingly, as the access levels in each role vary. For more information on the different types of Roles (including Custom Roles) and how to manage them, please read this article.

Carers (Support worker/care worker) can have the following roles assigned to them:

The role Carer is selected by default. (This means they will have access to their own shifts via the ShiftCare app)

Office Users should have one of the following roles assigned:

If you are adding an office user, click on the Office User button. This will give you the option to select one of the roles listed above.

This option is located on the top right of the page. Users with no access will not be counted towards the subscription limit. 

Ticking this option allows you to add more users than you are paying for, but they won't have access to their own shifts, and you cannot generate timesheets for payroll purposes. 

For more information, read this article.

Finally, click on Create once you have filled out the rest of the information. Please make sure the 'Send Onboarding Email' box is ticked, and the optional 'Invite Staff via SMS' box can also be ticked as needed. This article outlines the steps that follow after the onboarding email is sent.

You will then be directed to the overview page, where all the additional information is optional.

You can now start assigning shifts to your carer.

That covers the basics on adding a new staff member. For more information, please see the following Help Desk Articles:

ShiftCare only allows one email address to be registered per account at a time.

If the email address is already associated with another ShiftCare account, it cannot be used again.

As a workaround, you can invite the staff member using an email alias (if supported by their email provider). For more information, please refer to this article: How can I add carer who already exists in ShiftCare?