The carer requirements section is where you are able to create a list of all the information that you require when recruiting new staff. These can be training certificates, driving licences, references or even simple questions about their suitability.

To see a list of the requirements you have, or add a carer requirement, head to Settings → Employees → Requirements. Then click the + icon to add in a requirement.

This will bring up the form below:

Here you can enter:

Once you have added your requirements, you can group them together to easily allocate them to specific positions; e.g. Carers, Drivers, Office staff etc.

Here we can see that there are 2 templates set up. The number on the right hand side indicates how many requirements are grouped in this template.

To add a template go to Settings → Employees → Requirement templates and click the + icon in the top right hand corner, name the template and add in all the requirements you wish to using the drop down menu. You can add any notes you wish to and a brief description of what it is for and click create.

To attach requirements to a carer, go to their requirements tab by heading to a carer's record and selecting the requirements tab. Click the + icon in the top right corner.

Here you can attach either a previously set up template to attach a set group of requirements, or a single requirement. You can add more requirements as needed after this.

Once the requirement(s) have been added, they will need completing. There are a couple of ways do this depending on what type or requirement you are completing. You will be able to see if there are any incomplete requirements as there will be an exclamation mark next to the requirements tab.

For all requirements, click the pencil icon on the right hand side and fill in the completion status from the drop down menu. These options are:

You can enter an expiration if needed which will pull through to both the carer requirements report and to the main dashboard.

Text requirements will have a text box, allowing you to enter the information needed. There is also a comments box for anything else that needs recording

Document requirements can be completed by uploading the matching document to the carer's documents tab. You will need to select the matching document type for this to happen. Requirements marked as complete by documents will not pull through an expiration unless it is added manually afterwards on the requirement.

Please see Carer Qualifications and Training for this

When marking a requirement as completed, you can select the date that it should expire. When the expiry date is passed, the requirement will automatically be marked as Expired.

Expiring expirations will be shown on the dashboard, and a Carer Requirements report can be run to list any expiring/expired requirements within a time period.

On your Dashboard you will notice different tabs, Today, This week etc. Within those tabs is an expiration section where you will be alerted of any requirements that are expiring, click on the entry and it will take you to the carers requirements report within the Reports section.

It is possible to remove requirements from a carer by clicking the bin icon. If a template has been attached, you cannot remove individual requirements within that template. The entire template must be removed This can be done by clicking on the template name.