how to complete a professional caregiver profileselect either company or pro carer. then select next...

How to complete a Professional Caregiver Profile

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Table of Contents 1. Profiles Introduction P. 2 2. Signing up

a. Sign Up via Invitation from a Care Team P. 3 b. Sign Up Directly P. 4 c. Complete Account Details P. 5

3. Signing In P. 9 4. Welcome Page P. 10 5. Completing the Profile P. 11

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Professional Caregiver Profiles Explained

Professional Caregiver Profiles can be set up for each Caregiver. A Professional Caregiver can set up a profile themselves, or Care Managers can set up a profile for Caregivers working on their team. Profiles are unique to each Caregiver, and each Caregiver has a unique and secure sign-on and password. We have created a simple process and welcome page to get you set up quickly. Profiles are secure, simple to set up, and easy to use. Let’s get started!

Benefits of Caregiver Profiles

Profile

Skills & Work Experience

Recruitment

Schedule View

Notes & Alerts

Create a Professional Caregiver Profile Introduction 1

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For Caregivers invited by a Care Team

When you are invited to join a Care Team, you will receive an invite to your email inbox.

Create a Professional Caregiver Profile Signing Up 2

Open the emailed invitation and click on Create Account in the email.

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For Caregivers signing up directly and have not been invited by a team

Create a Professional Caregiver Profile Signing Up 2

1. Visit www.carefolk.com andselect Sign Up

2. Then click on Carefolk Pro.

http://www.carefolk.com/

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Complete your Account Details

Complete the form with your information.

Did you have an email invitation?

Your email address will already be filled in for you.

Choose a password that you will remember.

Note: It must include a number, a letter, and be at least 6 characters long.

Getting started Signing Up 2

Your Email Address will become your User Name for future log-ins.

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Select Account Type

Select either Company or Pro Carer.

Then select Next Step.

Which Account Type am I?

1. Choose Pro Carer if you are a Care Professionalthat has set up a profile

2. Choose Company if you are onboarding a CareCompany, Care Team, or are a Care Professionalthat wants to add clients.

Note: You can only add clients using the Company option.

Then follow the User Guide for How to Create a Company Account.

Getting Started Signing Up 2

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Complete your basic details

Why do we need this?

To provide an excellent expe rience for you, we ask for a few basic details.

Carefolk uses this information to tailor your experience based on where you are and your relationship to the client.

Carefolk does not share your details with third parties.

Getting Started Signing Up2

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Verify Your Account

One last thing.

For security reasons, we ask you to verify your email address.

Check your email & Verify your email.

Please note: If you do not receive an email, be sure to check your email’s Spam folder.

You’re now ready to sign in to Carefolk 😊

Getting Started Signing Up 2

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Signing in is simple

Enter to your new Username and Password to Sign In

Did you forget your password? No problem!

Just select Forgot Password? and you will receive an email to reset it.

Create a Professional Caregiver Profile Signing In3

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Welcome to Carefolk Pro

To help you get set-up, we’ve created a welcome page and progress bar to help you along. You can also access a range of guides and video tutorials.

What’s Next?

Use the Progress Bar to keep track of next steps.

Need Help?

See our other User Guides for how to do these steps.

Create a Professional Caregiver Profile Welcome Page 4

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Uploading a photo

Click on the profile tab. Each section can be edited separately by clicking on section edit buttons.

Create a Professional Caregiver Profile Completing your personal information 5

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Contact Information

Now let’s update your Contact Information.

Select Edit and add any additional phone numbers, addresses, and emergency contact information.

When finished, select Save.


Note: Including a home address will allow Carefolk to automatically calculate incurred travel expenses (if enabled by the Company) based on the distance between your home and the Client’s address. It also is one of the items Carefolk considers when determining Caregiver – Client matching.

The information you share is entirely up to you. You can share as much or as little as you wish.

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General Information

Create a Professional Caregiver Profile Completing your personal information5

Under General Information, Select Edit to complete any missing information. When you are finished, select Save.

Customise your work week under Availability.

Select Edit and then

• Tick the boxes of which daysof the week you can work

• . Select whether yourEmployment is Full Time, Parttime or Contract

• . Type in the number of themaximum hours per day youcan work.

When you are finished, select Save.

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Adding Skills

Select Edit and then +Add Skill. To search, begin typing or use the scroll to browse through all the skills. Click on the word to add it to your Skills section.

Want to add more than one Skill? Select +Add Skill again and repeat the search steps.

Made a mistake or want to remove one? No problem.

Simply hover the cursor over the word and select the X. When you are finished, select Save.

Did you know? Care Managers or Administrators can add additional skill types in the Company Settings Page.

Create a Professional Caregiver Profile Completing your personal information5

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Adding Qualifications

Carefolk is a great place to show off your qualifications and work experience.

Have a certification? Add a Qualification. Select Edit and then +Add Qualification.

Type in the name and date of the qualification. If you would like to accompany it with a PDF or image of it, select Upload Document, choose the document from your computer and click Open.

Want to add more than one Qualification? Select +Add New again.

Made a mistake or want to remove one? No problem. Simply select the X next to it.

When you are finished, select Save.


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Want to add more than Qualification? Select + Add new Work Experience.

Made a mistake or want to remove one? No problem. Simply select the X next to it. When you are finished, select Save.

Adding Work Experience

You can show relevant employment history by adding your Work Experience. To do that, simply select Edit and then + Add new Work Experience.

Type in or use the calendar to enter a Start Date and End Date.

Note: If you are currently employed, leave the End Date blank.

Type in your Title, the Company Name, and any Details about the work and your responsibilities.

Type in or use the calendar to enter a Start Date and End Date.

Note: If you are currently employed, leave the End Date blank.

Type in your Title, the Company Name, and any Details about the work and your


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Additional Information

Congratulations! You have now completed your Carefolk Pro Carer profile 😊

Checkout the following guides: • Submitting Timecards• Adding a Training Record


Missing anything? Feel free to add any additional information you like.

When you are finished, select Save

how to complete a professional caregiver profileselect either company or pro carer. then select next...

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