Care Diary

When you add a new staff member, you can start onboarding at the same time so they are invited to complete their details.

You need permission to create staff profiles.

On the website, open Staff → Staff Profiles.

Enter the staff member’s details on Add staff member.

Under ACCESS &amp; ONBOARDING, leave Start onboarding for this staff selected. It is on by default.

Optionally select Send invitation email if you also want the usual invite email.

Save the profile. You should see Staff profile created!

1. On the website, open Staff → Staff Profiles.
2. Select Add.
3. Enter the staff member’s details on Add staff member.
4. Under ACCESS &amp; ONBOARDING, leave Start onboarding for this staff selected. It is on by default.
5. Optionally select Send invitation email if you also want the usual invite email.
6. Save the profile. You should see Staff profile created!

Care Diary then starts onboarding for that profile. The staff member can receive an email invitation and a mobile notification.

If onboarding does not start automatically, open the staff profile and start it manually. See <a href="https://help.carediary.com.au/en/articles/17648437-how-to-start-onboarding-for-an-existing-staff-member">How to Start Onboarding for an Existing Staff Member</a>.

<a href="https://help.carediary.com.au/en/articles/17648434-understanding-staff-onboarding">Understanding Staff Onboarding</a> — What onboarding includes.

<a href="https://help.carediary.com.au/en/articles/17648438-how-to-complete-your-staff-onboarding">How to Complete Your Staff Onboarding</a> — What the staff member does next.

<a href="https://help.carediary.com.au/en/articles/17648439-how-to-track-onboarding-progress-and-send-reminders">How to Track Onboarding Progress and Send Reminders</a> — Track progress after onboarding starts.

- <a href="https://help.carediary.com.au/en/articles/17648434-understanding-staff-onboarding">Understanding Staff Onboarding</a> — What onboarding includes.
- <a href="https://help.carediary.com.au/en/articles/17648438-how-to-complete-your-staff-onboarding">How to Complete Your Staff Onboarding</a> — What the staff member does next.
- <a href="https://help.carediary.com.au/en/articles/17648439-how-to-track-onboarding-progress-and-send-reminders">How to Track Onboarding Progress and Send Reminders</a> — Track progress after onboarding starts.

Create a staff profile and start onboarding from Add staff member

How to Start Onboarding for a New Staff Member

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How to Start Onboarding for a New Staff Member

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