Site Settings - Staff Forms
Site Settings - Staff Forms
In the Staff Forms section of your Site Settings, you can enable or disable forms that caregivers can use to input or update their personal information, including availability, experience, and more.
Navigating to Site Settings - Staff Forms
Navigate to the Staff Forms area of site settings by clicking Menu > Settings > Site Settings.
Scroll down to the Staff Forms section.
Caregivers can create or edit any staff form entered in this section using their personal information. For instance, you might enable caregivers to update their availability or submit paid sick leave requests.
Click in the field to choose from a list of available forms you wish to make editable.
Tip: The forms available to be selected here can also be found within the caregiver’s profile, under Staff Profiles. Double-click the heading to include/exclude all forms at once.
You can also click the X next to a form to remove it from this field and make it non-editable to caregivers.
Creating and Editing Forms
After the caregiver logs in, they can edit forms enabled in site settings on their dashboard, under Tools & Forms > Personal.
Click the blue pen and paper icon to create an entry for the given form.
When finished editing, click Save to save changes.
Need Assistance?
Our dedicated Customer Support team is available anytime to help you out. If you have questions or need assistance, please call us at 715-227-3768 or email support@aaniie.com. Also, don't miss our upcoming webinars and training sessions—visit our Webinar & Training Calendar for more details.
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