Add a caregiver

What this lesson covers

Everything the lesson says, part by part.

1. 1

   On the way: Your caregivers are under Caregivers in the sidebar.

   This is your Caregivers page

   Everyone who works for you, with their details, certifications and availability.

   In the sidebar under Caregivers. It is always there.

   On this page

   Add caregivers one at a timeType them in yourself, or send them a link

   Add Caregiver opens a short form. A name and a way to reach them is enough to start scheduling them; everything else can come later.

   See how jumps ahead to part 2: Two ways to add someone.

   Read the guide

   Import caregivers in bulkBring in a spreadsheet of everyone at once

   Upload a spreadsheet of your caregivers. Only a first and last name are needed (one full-name column works too); email, phone, address and the rest come along if you have them. Exports from ADP, Gusto, Paychex and QuickBooks match on their own. You see every row before anything is saved.

   See how shows:

   1. Import opens here Pick a spreadsheet, or start from our template so the columns already match.
   2. Nothing is saved until you say so You see every row first, with anything that needs a look marked.

   Read the guide

   Make caregivers inactiveFor someone who left. Their history stays

   Tick the caregivers in the list, then Make Inactive. They can no longer be scheduled or sign in, but their visits and pay records are kept. To bring someone back, open the Inactive tab, tick them and Make Active.

   See how shows:

   1. Tick them, then Make Inactive The button counts how many you ticked. On the Inactive tab the same button reads Make Active.

   Read the guide

   Send out schedulesEmail each caregiver their own week

   Tick caregivers and Send Schedule emails each of them their own visits. The arrow beside it sends everyone’s week at once.

   See how shows:

   1. Send Schedule Each caregiver you ticked gets an email with only their own visits.
2. 2

   On the way: Add Caregiver is at the top of the list.

   Two ways to add someone

   Fill it in yourself, or send them a secure link and let them do it.

   Caregivers, then Add Caregiver at the top of the list.

   On this page

   Manual AddYou type in what you know

   Best when you have their details in front of you. Next you choose how much to fill in now.

   See how jumps ahead to part 3: How much to fill in now.

   Remote AddThey fill it in on their own phone

   Make a secure link and send it by email or a QR code. They enter their own details and upload their certifications, and you choose whether they get a login when they finish.

   See how shows:

   1. Remote Add Choose how long the link lasts and whether they get a login, then make the link.
   2. Send it however suits them Copy the link, show a QR code, or have us email it to them.

   Read the guide
3. 3

   How much to fill in now

   Just the basics gets them on the schedule today. Full setup is everything in one sitting.

   Add Caregiver, then Manual Add.

   On this page

   Just the basicsA name and a way to reach them

   The least we need to create the caregiver and start scheduling them. Add the rest from their record whenever you like.

   See how jumps ahead to part 4: Just the basics.

   Full setupPay, certifications, documents and more

   Everything in the basics, plus their license, certifications with expiry dates, EVV details, notes and forms.

   See how shows:

   1. Full setup The same form with every section open. You can stop and come back: a draft is kept.
4. 4

   Just the basics

   Their name, and an email or phone number. Create Caregiver and they are ready to schedule.

   Add Caregiver, Manual Add, then Just the basics.

   On this page

   How to reach themAn email or a phone number

   We use it to send them their schedule and, if you want, a login for the AveeCare app.

   See how shows:

   1. Email or phone Either one is enough.

   Give them a login nowOr do it later from Accounts

   Tick it and they get a welcome email with a login for the AveeCare app, where they see their visits and clock in and out.

   See how shows:

   1. A login for the app Leave it off and give them one later from Accounts, with Link Caregiver.