Onboard a Caregiver, Start to Finish
Recruiting walks each applicant through the same stages: new, screening, interview, offer, onboarding, ready and hired. This lesson covers the end of that road, from the offer to a caregiver who is ready for their first shift.
Video coming soon
What you’ll learn
- Set up the onboarding packet new hires fill in
- Send an offer and the packet from the applicant panel
- Review what they submitted and see what is still missing
Step by step
Build your packet once
Choose Recruiting, then Hiring setup › Onboarding. A packet holds the forms, documents to sign and checks a new hire completes. Link a packet to each position so the right one is picked for you.
Open the applicant
On the hiring board, open the person. The Next step card at the top always says what comes next for them.
Send the offer and packet
From the Next step card, send the offer letter. They review it and accept and sign it online, then get their onboarding packet to complete on their phone.
Track their progress
The card shows how far along they are and lists anything still missing. Use Request more information if something needs to be done again.
Review and finish
When every step is submitted, review their answers and documents in the panel. Once they are ready, they join your caregiver roster.
