Add Your First Caregiver
This lesson is for a caregiver who already works for you. You only need their name to add them; everything else can be filled in now or later. New applicants go through Recruiting instead, which has its own lesson.
Video coming soon
What you’ll learn
- Add a caregiver with just the basics
- Choose their hourly pay rate and tax classification
- Send them the Hailo app invite so they can see and claim shifts
Step by step
Open Add a caregiver
Choose Caregivers in the left menu, then Add caregiver. The sheet opens on Basic, the quick form.
Enter their name and contact details
First and last name are the only required fields. Add their email and cell phone too: the email becomes their app login, and the cell lets you text them.
Set pay and tax classification
Choose the agency default hourly rate or a custom rate for this caregiver. You can also leave it blank and set pay per client or per shift later. Then choose W-2 or 1099.
Send the Hailo app invite
Leave Send Hailo app invite on to invite them by email, text or both. The invite needs their email; a text also needs a 10-digit cell number.
Add more now, or later
Choose Add address, credentials, skills and more to open Advanced, the full caregiver file. It covers address, credentials, skills and preferences, employment and pay, health and certifications, emergency contacts and vehicle. Then choose Add caregiver.
