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Employees holds your staff roster, credentials, background checks, training and recognition. Everything that decides whether someone can be assigned to a member lives here.

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Who can use it

Organization Admins, Location Admins, Clinical Managers, and Human Resources staff.

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The Employees tab

Employee roster with position, department, employment status, and hire dates. Columns: First Name · Last Name · Position · Department · Status · Hired · Active · Email Active is what other modules check. An inactive employee should not appear as an assignable attendant in Scheduling.

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What else lives here

Credentials and checks

Credentials, background checks, and reference checks.

Training

Training, orientations, competency, and evaluations.

Health records

TB screening, clearances, and hepatitis B consent.

Payroll forms

Direct deposits, W-2s, and W-4s.

Leave and recognition

Leave requests, recognition, compliance docs, and email logs.

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Adding an employee

1

Create the roster record

Add the employee with position, department, and hire date.
2

Run background checks

Screening must be complete before the employee delivers care. See Credentials and checks.
3

Record credentials

Licences and certifications, with expiry dates so lapses surface early.
4

Complete orientation and health records

New hire orientation and TB screening are both prerequisites to assignment.
5

Assign to members

Only then set up work assignments and schedules.
The full walkthrough is in Credentialing a caregiver.
The Dashboard surfaces Expiring in 7 Days and OIG Flags. Checking it each morning catches credentialing problems before a scheduler hits them.

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Troubleshooting

Scheduling

Assign credentialed staff to members.

Payroll

Pay schedules and time entry windows.