Clearcare Rotas' Valid Job Title and Employee Setup

To Create a Rota in Your ClearCare Site, Please Ensure the Following Steps Are Completed:

Step 1: Add Job Titles to Team Members' Profiles (mandatory)

To add a new job title for team members:

a. Navigate to the employee's profile under the EMPLOYEES tab.

b. Click on the Edit Icon located on the right side.

c. On the Edit Employee page, Navigate to page 2 and select the employee's Job Title from the Job Titles drop-down list.

d. Choose the relevant Job Title for the team member you are editing.

Step 2: Assign Colour Identifiers

To enhance readability and identification in your Rotas, please follow these steps to assign a distinct color using the "Colour Identifier" for each team member.

a. Navigate to page 1.

b. Open the colour list by selecting the Colour Identifier and choose the desired colour to assign to the member.

These steps will help ensure an accurate and well-organized Rota in your ClearCare system. 

Step 3: Ensure Association with Home (mandatory for all employees)

a. Navigate to page 4.

b. Select the related Home in the "Employee in Home or School" drop-down box.

c. Choose an Admission Date (mandatory) and an optional Leaving Date.

d. Click "+Add Association".

e. Save Changes when all steps are completed.

Your team members are now accessible in the Rotas > +ADD SHIFT > Valid Job Titles and Employee dropdown list.