Open the Carers page from the main navigation. By default, this will only show active carers.
To add a new carer, click the + button in the top-right hand corner of the page to open the 'create carer' form.
First, select which team(s) the carer will belong to. If more than one team is selected, you will be asked to choose a default team.
From scratch, or from an existing user?
If the carer profile you're creating is for someone that already has a user account on the system, select the 'From Existing User' tab and select them from the list.
Otherwise, keep 'New Carer' selected and carry on with the rest of the form.
Name & basic information
The highlighted section shows that:
- The carer does not have an active contract.
- The carer does not have a user account.
Assign a contract
Select the Contract Type you want to assign from the dropdown box.
The 'Contract Name' field will be automatically set to the same name as the selected contract type, however you can change this if you want.
Choose the start date of the contract - the date that the contract becomes active. You can backdate this if necessary.
Click 'Create Contract' - the contract is now assigned!
More information on contract types can be found here: Carer Contracts.