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
Open Staff → Staff Profiles and select the staff member.
On Overview, find the Onboarding card.
If it shows Onboarding has not started, select Start onboarding.
Wait for confirmation. The message Onboarding started appears when the invitation is sent.
From the Onboarding tab
Open the staff profile and select the Onboarding tab.
If onboarding has not started, you see Onboarding has not been started.
Select Start onboarding.
Confirm the success message. The staff member is invited to complete their tasks.
Related guides
How to Start Onboarding for a New Staff Member — Start onboarding when adding a new staff member.
How to Track Onboarding Progress and Send Reminders — Track progress and send reminders.
How to Complete Your Staff Onboarding — Staff completion steps.


