Staff Management
Limiting Access for Staff Managers, Accountants, and Admins
See attached tip sheet for more information.
Staff Managers ability to view Shift Signature Report
If you would like a staff manager role employee to view and sign off the Shift Signatures report please follow the below steps. 1. Access the staff managers profile and scroll to the Privileges section. Click the pencil to add privileges. 2. Add the ...
Adding Privileges for Staff
Additional privileges can be added for some staff members. Here is how you can do so! Things to Note: -Only Admin roles have the ability to assign privileges. -Privileges can only be added for those with manager roles and above. Privileges cannot be ...
How to Change Hire Date
If you are needing to update a staff member Hire Date please follow the below steps: 1. Access the staff member profile and select the Caregiver Tracking section. 2. Select the Employment Dates field and select the pencil to edit the employment dates ...
Mobile App Invite to Staff Members
You can send a mobile app invites to your staff members, walking them through how to download and get logged in for the first time. 1. Under Staff Management, click on the + to the right of the staff member's profile picture. 2. A list of options ...
Deactivate Staff
Deactivating staff members within SmartCare is a simple process that should be carried out when a staff member is no longer working for your agency. Since staff members cannot be permanently deleted from the system. To deactivate a staff member, ...
Change/Update Staff Role
To change or update a staff member’s role in SMARTcare, follow the steps below: 1. Under Menu>Staff>Staff Management 2. Locate the staff member whose role you would like to change or update. 3. To the left of their profile picture, click the + ...
Add/Register New Staff
Adding and registering new staff members is a required part of the hiring process. Performing these tasks within SmartCare is easy. Follow the instructions below to learn about registering and adding staff members. Navigate to the Staff Management ...
Adding Staff Tags to a Client's Profile
Client and Staff tags are used as a way to filter clients and staff when managing, scheduling, and invoicing. For example, if you want to only view clients who are associated with the VA, you can add that tag to the individual client profiles it ...
Password Reset For Staff Member
To initiate a password reset for a staff member, go to Menu/Staff/Staff Management and find the staff member whose password you want to reset. On their listing, click on the + to the left of their name and picture to expand their quick details. On ...