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How to assign a Contract Type to a carer to make them active

How to assign a Contract Type to a carer and make them active in your environment

Written by Donovan Fourie
Updated over 4 months ago

Every carer must have a Contract Type assigned to them before they can be active in your CareLineLive environment.

Before assigning a contract to a carer, make sure you've read What are contracts.

To assign a Contract Type for a carer:

  1. To add a contract for a carer, go to Contracts in their profile and click the + icon. Select the contract from the Contract Type dropdown.

  2. Add a name for the contract.

  3. Enter a date for the contract to start, or choose it from the calendar.

  4. Click Create contract.

    You can add a finish date for the contract. For more information, see How to add a finish date to the contract to make the carer inactive.

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