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How to Start Onboarding for an Existing Staff Member

Start onboarding from a staff profile Overview or Onboarding tab

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Written by Gaurav

You can start onboarding for someone who already has a staff profile. Where possible, Care Diary uses existing profile information to pre-complete tasks.

You need permission to update staff profiles. You cannot start onboarding again while it is already active.

From Overview

  1. Open Staff → Staff Profiles and select the staff member.

  2. On Overview, find the Onboarding card.

  3. If it shows Onboarding has not started, select Start onboarding.

  4. Wait for confirmation. The message Onboarding started appears when the invitation is sent.

From the Onboarding tab

  1. Open the staff profile and select the Onboarding tab.

  2. If onboarding has not started, you see Onboarding has not been started.

  3. Select Start onboarding.

  4. Confirm the success message. The staff member is invited to complete their tasks.

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