Staff Roster and Staff Requirements

Overview

If you are managing congregate care facilities, depending on your permissions, you might see staff roster/requirements when you login to your portal. 

 

Where do I locate the Staff Roster?

The Staff Roster page can be located on the lefthand sidebar of your portal, under Applications & Tasks.

Screenshot 2026-06-15 at 10.11.01 AM.png

 

How do I add a staff member to the staff roster?

  1. Navigate to the Staff Roster page.
  2. Scroll down to the Add Staff Member button.

                               Screenshot 2026-06-15 at 10.18.43 AM.png 
  3. Fill out the required information and press Save.

     

How do I edit a staff member on the staff roster?

  1. Navigate to the Staff Roster page.
  2. Use the pencil icon next to the name of the staff member you're wanting to edit.

    edit staff.png

 

How do I remove a staff member from the staff roster?

  1. Navigate to the Staff Roster page.
  2. Use the trash can icon next to the name of the staff member you're wanting to remove.

    delete staff.png

Where do I find Staff Requirements?

The Staff Requirements page can be located on the lefthand sidebar of your portal, under Applications & Tasks, below Staff Roster.

Screenshot 2026-06-15 at 11.27.13 AM.png

How can I find a specific Staff Requirement?

  1. Navigate to the Staff Requirements page.
  2. Press the Filter button.

    Screenshot 2026-06-15 at 11.30.35 AM.png
  3. Enter in the specific criteria you're looking for (Staff member name, role, requirement title, etc.)
  4. Press Apply Filters to search.

 

Was this article helpful?
0 out of 0 found this helpful