Staff Profile - Caregiver Tracking
Staff Profile - Caregiver Tracking
You can access and review crucial employment information for your staff members in the Caregiver Tracking section of their staff profile. This includes employment dates, quick notes, performance records, incident reports, and cancelled shifts.
Navigating to Caregiver Tracking
- Navigate to the staff profile by clicking Menu > Staff > Staff Management.
- Select the staff member’s photo whose profile you wish to view.
- Click the Caregiver Tracking heading to expand it and view the subcategories, which are explained below.
Tip: In the subcategories below, you may create a new entry by clicking the blue pen and paper icon, edit an entry by clicking the yellow pencil icon, or delete an entry by clicking the red trash can icon.
Employment Dates
Quick Notes
The quick notes section holds quick notes entered for your caregivers. You can also adjust the start and end date ranges you wish to view notes for.
Employee Performance Records
Incident Reports
The incident reports section is searchable by date as well, and contains any incident reports either submitted by the caregiver, or that the caregiver was involved in.
Cancelled Shifts
The cancelled shifts section can also filter by date, and keeps record of any shift the caregiver was assigned on the scheduling dashboard which was later cancelled.
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