Applicant Profile
Click the Applicant Name link to access the Applicant Profile.
Click to Access the Applicant Profile
The following image illustrates the Applicant Profile displaying the Applicant’s information and the various options that can be performed from this page.
At the top right of the Profile page, click the Check Progress button to verify the Applicant’s eligibility, if the Applicant’s information has changed. The Check Applicant Eligibility window opens showing the in-progress requirements for the Applicant.
Click the Update Status button to update the Applicant’s status to the next anticipated status in line based on the workflow configuration, such as Mark as Application in Progress or Mark as Converted to Caregiver.
The Applicant Profile contains the Applicant’s information such as:
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Demographics
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Languages
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Employment Information
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Contact Information
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Emergency Contact Information
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Notification Preferences
On the top right of the Profile header, click the Edit button to open fields to edit information in the Applicant Profile.
The Applicant Availability page houses the Applicant’s workweek availability as a prospective Caregiver in the application. Click the Edit button to update or change the Applicant’s availability setup.
|
Field/Link |
Description |
|---|---|
| Max Visits |
Enter the number of maximum visit(s) per workday. |
| Notes |
Enter notes to accompany or describe the availability per workday. |
| From/To |
Enter or select starting and ending hours in the From and To checkboxes to specify the hourly availability per workday. Select Prefers or May Work in the dropdown to indicate the type of availability for the workday. |
| Live-In |
Select Live-In if the Caregiver can work a Live-In shift. |
| + Add another time |
Click + Add another time to add another availability to establish for the workday. |
The Applicant Compliance page displays all compliance information for the Applicant categorized into sections to include Compliance Status per Discipline, General Requirements, Medicals & Other Requirements, and Verification.
Click the dropdown arrows to expand individual sections. In the expanded section, click the Edit button (on the top right) to update or change applicable data for sections.
In the expanded Medicals & Other Requirements section, click the ellipsis (…) under the Actions column to edit, delete, or upload an attachment to a medical record.
The Applicant Search Documents page displays professional documents such as Compliance I-9, Compliance References, and Caregiver Statements, among others. Click the Add button to add a document (for example, Compliance Evaluation) for the Applicant. Click the ellipsis (…) under the Actions column to edit, delete, replace, or remove a document.
The Applicant In-Service Summary page displays in-service sessions performed by the Applicant per year, discipline, total required (hours), and total completed hours.
As displayed in the image below, click the Add button to add an in-service session for an Applicant’s record. Click the ellipsis (…) under the Actions column to edit/delete a session, edit a course, or view the related history.
