The available options are:

Custom Statuses: Within each status section, click the plus symbol to create custom status names, descriptions, and assign colors.

Active: Profiles with this status can access the workspace and are eligible for shift assignments.

Paused: Profiles with this status have workspace access but are ineligible for shift assignments.

Departure: Profiles retain workspace access and remain eligible for shift assignments.

Inactive: Profiles lose workspace access and are not eligible for shift assignments.
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Examples include tags like "Callout Warning", "Driver", and "Five-Star".
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Team Members: Filter between active and inactive team members.

Status: Utilize custom statuses, such as Active, Paused, Departure, or Inactive, for filtering.

Tag: Employ custom tags, like Callout Warning, Driver, or Five-Star rating, to refine your search.

Role: Filter based on roles, for example, "Caregivers".

Matching Criteria: Choose between complete or incomplete matching criteria.

Connection to a Specific User: Filter profiles based on their connection to a particular user within the system.

Hide Columns: Choose to hide specific columns for a clearer view.

Sort Columns: Reorder columns based on certain criteria, such as upcoming birthdays.

Search Bar: The top of the page features a search bar for swift profile searches.

If the individual is already hired and ready for assignments, you can place them directly into an Active status.

Name: Enter the full name of the workforce member.

Mobile Number and Email: These will serve as the individual's login credentials for the system. They will receive a code via text or email to access the app.

Birthday: Enter the date of birth.

Address: Provide the complete residential address.

Primary Language: Select the individual's primary language.

Secondary Languages: Include any number of additional languages spoken.

Recruitment Method and Source: Select the relevant recruitment method and source.

Job Title: Input a specific job title.

Workspace Role: Align this role with the one established in your Role Settings.

Hire and Start Dates: Specify the hire date and start date.

Departments: Departments are optional, but certain payroll systems might require them. Manage department lists through the Manage option.

External ID: Typically an employee ID, this should align with your payroll vendor's requirements.

Employment Type: Choose between W2 or 1099.

Compensation: Specify whether the employee is hourly paid, live-in, both, or receives an annual salary. Remember that the pay rates are adjustable and can be tailored for individual shift assignments.

Invite Message: Review the message that will be sent to the employee upon inviting them to create their Careswitch account.

Share Update: Use this section for internal communication. Notify managers or administrators about the new professional being added.

Accessing Personal Info: Click into a profile and go to the Personal Info tab.

Editing Information: Click Edit to update personal details.

Contact Number Verification: Verify if the listed contact number matches the one in their account settings for login purposes.

Navigating to Qualifications: Scroll down to the Qualifications section at the bottom of the Profile tab.

Adding Qualifications: Click Add and select from the available qualifications.

Custom Qualifications: Choose Custom to enter a qualification not listed.

Qualification Details: Input the issuing organization, issue date, expiration date, upload an image of the document, and set a renewal reminder for notifications.

Importance of Matching Criteria: Providing comprehensive information in the Matching Criteria section under the Profile tab is crucial. It enhances the AI matching process by the AI assistant, Looper.

Data Input: Enter custom availability, education and experience details, skills and traits, interests and preferences, and any special accommodations.

Accessing the Activity Feed: The Activity tab houses the Activity Feed.

Custom Activity Notes: This section is dedicated to leaving custom notes related to the employee.

Timestamp and User Tracking: Each note is automatically timestamped and the user who created it is recorded.

Automated Entries: Certain events, such as profile status changes, trigger automated entries in the activity feed.

The Employment tab provides access to employment details.

Updating Information: Modify employee information and manage pay rates as needed.

Workspace Default Pay Rate: If the employee is set to the workspace default pay rate, any updates to the workspace default in settings will automatically reflect in their base pay rate.

Schedule Tab: The Schedule tab displays the employee's schedule.

Shift Actions: Hovering over a shift allows for quick cancellations or edits, mirroring the functionality found in the Shifts table.

Payroll Tab: The Payroll tab offers a detailed weekly view of the employee's activities and earnings.

Shift Details: View scheduled shifts for any given day.

Historical Data: Access past shift information and ensure completion.

Pay Information: Review pay details associated with the shifts.

Connections Tab: Navigate to the Connections tab to manage employee connections.

Types of Connections: You can connect workforce profiles with other employees, care recipients, and external contacts.

Documents Tab: Access the Documents tab for managing employee-related documents.

Uploading Documents: Upload any necessary documents associated with the employee's profile.

Access Control: Secure sensitive HR documents by locking access to this section in the profile permissions section of settings.

Document Sharing: Click the three dots on any document to email it directly from this section.

Tagging Profiles: Add tags under the workforce profile owner's name for easy categorization.

Adding Tags: If no tags are present, click Add a Tag.

Multiple Tags: You can assign multiple tags to a single profile.

Status Indicator: The current status of the profile is displayed in the top right corner.

Updating Status: Change the profile status as required.

Notification and Communication: When updating the status, include a note to notify the employee about the change. Create an activity post for the Activity tab and optionally notify another internal team member about the status update.

Initiating Communication: Click Message in the top right corner to start a conversation.

Conversation Access: This action will either open an existing conversation with the individual or initiate a new one.

HIPAA Compliance: The messaging feature is HIPAA compliant, ensuring the secure exchange of sensitive information and images.