Before being able to assign shifts and create schedules for carers, you must have their details entered into ShiftCare.
This guide will be for new ShiftCare account owners who will be adding new staff to their account, or for admins who need to add new staff to their growing team (this is the goal!).
Let’s do it!
Adding new staff
Let’s now discuss how you can add them from your end.
Navigate to the main menu on the left-hand side. Select the Staff tab.
This will open a drop-down menu. Click New.
This will open the New Staff page, where you will be asked to fill in details about the new staff.
The new user can make edits to their profile later on, so we can just fill in important details. Enter the name and email of the user as these are mandatory fields.
The email is especially important because it is where we will send the invite link.
Select the correct user type: is this profile for a Carer or Office User? Click on the option of your choice. You’ll know it’s selected if it’s highlighted in blue.
If you select Office User, you’ll need to choose their role on the dropdown menu. You can learn more about roles here.
Fill in the rest of the details, or you can also choose to keep it as is and just let the user edit his/her profile later on.
📝Note: Instead of creating a new user profile, you can also send an invite link and let them create their profile. You can copy the invitation link from your Settings page under 'Company details'. Once your staff have create their profile, you can assign their role and complete their profile page.
You’re done! Repeat this process for every staff that you need to add. If you run out of licensed seats, you can add them with ease.
Should you need more help, feel free to get in touch with our support team through chat or email us at firstname.lastname@example.org. We’re always just a message away.