Set Up Staff Member's Skills
Set up staff member's skills to ensure that each employee is matched with roles and bookings that align with their qualifications and expertise. Proper skill setup helps maintain service quality, supports compliance with industry standards, and reduces the risk of errors or mismatches in staff allocation.
This topic describes how to manage staff skills in the CareVision portal to support accurate and efficient staff allocation.
Keywords: staff skills management, staff setup, assign staff skills, staff allocation, manage employee skills, staff profile skills
In the left navigation pane, click People.
Click Teams and select a staff member.
Click the Skills section.
Click Add Skills.
Click the Skill field.
Type the specific skill relevant to the staff member’s job title. For example, if the staff member is a qualified first aid practitioner, related skills may include basic first aid and CPR. Available options will depend on the skills configured in Settings > Skills. For detailed instructions on setting up skills, see Setting up Skills.
Click Save.
The added skill will now appear in the staff member’s profile under All Staff Skills.
This document guides you through setting up and managing staff skills in CareVision. By accurately recording staff skills, your organization can optimize workforce planning and ensure that allocated staff are competent, resulting in safer and more effective care delivery.
For more information about setting up skills in a client profile, contact the CareVision support team.
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