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Add your workers

Put everyone who works with you on the worker register, so screening, training and signatures are tracked.

People holds two lists: Workers (everyone who works with you) and People with a login (people with their own CareHelm login). Workers on this list don't need a login. They sign policies and send documents from their staff link.

Adding a person to the worker register

Steps

  1. Open People and press Add a person.
  2. Type their Full name. Choose how they work: employee, contractor or volunteer.
  3. Add a Job title, an Email and a Mobile if you have them. They are optional.
  4. Press Save person. Their row shows what they still need to sign.
  5. Send them their staff link. See Send a worker their staff link.

Good to know

  • Workers on the register are free. Only people who log in count toward your plan's logins.
  • Worker files (next to Workers) holds each worker's screening check and training records for your audit.
  • Have a staff list in a spreadsheet? Import it. See Import your files.
  • To give someone their own login, see Give someone app access.

Open in CareHelm

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