If your organisation uses a rostering system that integrates with Access Care Planning, such as Access Care Rostering, new employees should be created within that system so their details sync across automatically. If you don’t use a rostering system, you can simply add the new user directly in Access Care Planning.
To add a new user directly in Access Care Planning, follow these steps.
🤓Tip: This article uses the Access Care Planning standard terminology; it may be called something different in your environment, for example, an employee user could be a user.
Click the three-line menu.
Click Employees, then click New Employee.
Enter the relevant information.
Ensure that is Active is selected.
Click Create.
🤓Tip: The Tenant Employee ID can be used as the username, and it must be completed before you can create the new employee.
You'll need to select the appropriate employee type when creating the user. If you're unsure what each type means, you can refer to our user types guide for more details.