Convert Applicant to Staff Member
To convert a staff applicant into a staff member in SMARTcare, follow the steps below:
- On the right side of the screen, locate the green circled check mark button. When you hover over this button it will say Hire Applicant.
Click the Hire Applicant button. This will pop open a box with a dropdown labeled Role. Select which role you would like for the staff member.
Each role gives a different level of access to information in the system. The lowest role is Staff, which is for caregivers, and moving up to Client Manager and Staff Manager, then Accountant, and Admin.
Once you have selected a role, click Next Step.
Next, enter a Hire Date for the staff member. This date can be in the past or future. Click Confirm to continue.
Your applicant’s profile and information has now been transferred to the Staff Management section. Found in Menu>Staff>Staff Management.
- Drag the applicant over into the Hired Box.
- Click the 3 dots to the right of the applicant for more options.
- Select the check mark option that reads Hire Applicant when you hover over it.
- Choose the role you would like for this staff member. Click Next Step.
- Add the Hire Date, click confirm to continue.
Your applicant’s profile and information has now been transferred to the Staff Management section. Found in Menu>Staff>Staff Management.
Note: The agency director, and any partners/co-directors, is typically the only person with full Admin role privileges in SMARTcare.
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