Managing Active Staff

In the Active Staff section, you can track Caregiver points and manually remove or add points or badges. To open up these options, go to Menu > Staff > Caregiver Rewards, then select the bar labeled Active Staff.

Note: Caregivers CAN view all points and badge history.

• To add Reward Points to a Caregiver, Click the + icon in the Actions column.

• This opens a box that allows you to give the caregivers points, provide context for these points, and provide a note.  All of these sections are required. Click Save when it is complete.

• To add Badges to a Caregiver: Click the badge icon in the Actions column.

• Select the name of the Badge you have created from the dropdown.

• Enter a Note (Subject) that will be sent to the recipient, as well as a longer Message (Body). 

• Click Save when it is complete.

• To remove points or add points from a caregiver, click on the “-” on the right side of their name.

This will open a pop-up menu that allows you to remove points from a caregiver, provide a reason for why points are being taken away or added, and provide a note. All of these sections are required. When fields are complete, click Save.

• To view the entire history of any caregiver's reward points, click the View History icon to the right of the “+” and “-” icons.

This generates a complete list of the caregiver's points earned, points revoked, and point redemptions. 

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