Workforce
Workforce brings together your team’s personal and employment information, the jobs they do and the documents kept about them. Open Staff → Staff Directory to find a colleague or maintain their record.
The parts of a staff record
Section titled “The parts of a staff record”| Part | What it tells you |
|---|---|
| Profile | Who the person is and how to contact them. |
| Employment | Their employment type, position, hire date, termination date and the resulting employment status. |
| Roles And Sites | The roles they hold and where each one applies. Roles decide what they can do in AmalynCare and which Site teams they belong to. |
| Documents | Stored files and signing activity for that person. |
Creating a staff record is the start of onboarding. Roles can be assigned while you create the record or afterwards from the profile. Roles and access explains how roles, Site teams and permissions fit together.
For example, Amina El-Sayed’s record shows her employment as an Employee and her Educator role at Harbourview Early Learning Centre. That one assignment puts her on Harbourview’s team and gives her the Educator permissions there.
Home Operators
Section titled “Home Operators”A home’s Home Operator is the staff member who holds a role with home operation at that home. They must be an active Independent Contractor. Substitute providers and helpers at a home hold their own roles there, such as Substitute Provider. See Assign or replace a Home Operator.
Residents, regular visitors and other premises relationships are covered by People on Premises.
Keep the record current
Section titled “Keep the record current”Staff can maintain personal details through My Profile. Authorized staff administrators manage employment details, and people with permission to manage roles assign and end roles. Review the record when someone joins, changes jobs or leaves. When a staff member’s termination date arrives, all their roles end.
People with the View staff permission can see the organization-wide directory, even when their own work is limited to particular Sites.
Workforce guides
Section titled “Workforce guides”For roles, Site teams and Home Operators, see the Roles and access guides.
The examples and screenshots use demonstration records.