Set Up Staff Member's Detailed Profile
Accurate and complete staff profiles are essential for effective team management and quality care delivery. After creating a staff profile, you may need to update it with additional details to ensure all information is current.
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Follow the steps below to ensure the profile is set up correctly:
In the left menu bar, click People.
Click Teams.
Select the staff member whose profile you want to update.
Click the Detailed Profile section.
Review to ensure all information entered in the fields is correct. You can update existing fields or complete any blank fields to finalize.
The following table describes each field in the Detailed Profile section.
Field | Description |
Salutation | Formal title or greeting associated with the staff member (Mr, Ms, Dr). |
First Name | The staff member’s given name. |
Middle Name | The staff member’s middle name, if applicable. |
Last Name | The staff member’s family or surname. |
Nickname | Preferred informal name or alias for the staff member. |
Birthday | Date of birth of the staff member. |
Language | Primary language spoken by the staff member. |
Gender | Gender of the staff member. |
Employee Number | Unique employee identifier assigned by the organisation. |
Staff Manager | Designated manager or supervisor for the staff member. |
Employment Start Date | Enter the date the staff member officially begins employment. |
Employment End Date | Enter the date the staff member’s engagement is set to end. |
Payroll Employee ID | Identifier used for payroll processing. |
Termination Reason | The reason for ending the staff member’s engagement for future reference, if applicable. |
Security Role | Defines the staff member’s access level and permissions within CareVision. |
Active Circle Security Role | Security role assigned for the staff member’s active circle scope. |
Inactive Circle Security Role | Security role assigned for the staff member’s inactive circle scope. |
Role | Specific job title or function of the staff member, distinct from Security Role. |
Organisation Global Reference ID for Staff | Organisation-wide unique reference identifier for the staff member. |
Departments | Department within the organisation to which the staff member is affiliated. |
Onboarding Status | Select the onboarding status from the dropdown: No onboarding status yet, Onboarding, Skipped onboarding, or Ready for Work. |
Landline | Landline telephone number for the staff member. |
Mobile | Mobile phone number for the staff member. |
Contact Alerts | Preferred method for receiving urgent notifications, such as SMS, email, or phone call. |
Emergency Number | Phone number to be used in case of emergencies. |
Work Email | Official email address used for work communications. |
Skype | The staff member’s Skype username for communication. (Note: Skype was officially retired on May 5, 2025.) |
Contactable via Email | Indicates if the staff member can be contacted via email. |
Contactable via SMS | Indicates if the staff member can be contacted via SMS. |
Contactable via Phone Call | Indicates if the staff member can be contacted via phone call. |
Contactable via Post | Indicates if the staff member can be contacted via postal mail. |
Unit Number | Unit or apartment number of the staff member’s home address. |
Street Number | Street number component of the staff member’s home address. |
Street Name | Name of the street for the staff member’s home address. |
Suburb | Suburb or locality of the staff member’s home address. |
State | State or territory where the staff member resides. |
Country | Country of residence for the staff member. |
Postcode | Postal code for the staff member’s home address. |
Regions | Geographic region associated with the staff member’s role or responsibilities. |
Timezone | Time zone applicable to the staff member’s location. |
Work Phone | Enter the primary phone number used for work-related calls. |
Work Mobile | Enter the mobile number for work-related contact. |
Work Fax | Enter the fax number for sending or receiving work documents. |
Work State | Enter or select the state or region where the staff member is based for work purposes. |
Personal Email | Enter the personal email address for backup communication. |
Do not send to CareVision Payroll | Option to exclude the staff profile from being sent to CareVision Payroll or synced with third-party platforms. |
Click Save Changes to store the latest information in the staff member’s profile.
This topic describes how to complete the Detailed Profile section of a staff member’s profile, which contains essential information linked to workflows such as scheduling and payroll. Once the detailed profile is complete, you can proceed to other sections.
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