1. Navigate to the People Section
-
Go to the People
tab in the platform. -
Click the Add
button located at the top right of the page.
2. Select Branch and Area
-
Choose the relevant Branch and Area for the individual being added.
3. Enter Person Details
-
Fill in both the Enquirer Details and Person Details.
-
If you'd prefer to return to complete the profile later, simply click Save to store the information.
4. (Optional) Book an Assessment
-
If you’d like to schedule an initial assessment:
-
Assign a Staff Member
-
Choose a Date
-
Click Book & Notify to send out notifications.
-
5. Complete Prospect Profile
-
A blank profile will appear along with an info message prompting you to complete key steps:
-
Go to the Details tab to fill in all required information.
-
Proceed to the Compliance tab to complete and verify the Initial Risk Assessment.
✅ Once each section is completed, a tick will appear next to the relevant tab. The info message at the top will update to confirm that onboarding requirements have been met.
6. Start Onboarding
-
Click the three dots (⋯) next to the person's name.
-
Select Start Onboarding. This will change the person’s status to In Onboarding Stage.
7. Complete Onboarding
-
In the onboarding stage, complete the following tabs:
-
Care Circle
-
CSA (Care Service Agreement)
-
-
Once all sections are completed:
-
Click the three dots next to the person's name.
-
Select Complete Onboarding
-
Then click again and select Activate
-
Once activated, the person becomes an active client on the OneCare Platform.