Care Diary

Overview of onboarding tasks, roles and statuses in Care Diary

Understanding Staff Onboarding

Create a staff profile and start onboarding from Add staff member

How to Start Onboarding for a New Staff Member

Start onboarding from a staff profile Overview or Onboarding tab

How to Start Onboarding for an Existing Staff Member

Staff guide for My Onboarding on the website and mobile app

How to Complete Your Staff Onboarding

Administrator guide for progress, tasks and reminders

How to Track Onboarding Progress and Send Reminders

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Learn how to start and manage staff onboarding, complete required tasks, track progress, and send reminders in Care Diary.

Staff Onboarding

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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