Navigation and Terminology Updates
- Introduced a new primary navigation item called "Recruiting"
- Renamed "Employees" primary navigation item to "Workforce"
- Renamed "Employee profiles" to "Professional profiles" to reflect their flexibility between recruiting and workforce
Professional Lifecycles
- Added a new lifecycle called "Professionals" in workspace settings
- The professional lifecycle contains fixed stages with customizable statuses per stage
- Stages and statuses can be applied to professional profiles to track their journey from recruiting through employment
- Each stage has automated rules for workspace access and shift eligibility
- Default statuses are provided for each stage, which can be adjusted to fit agency processes
Professional Profiles Management
Creating Professionals
Enhanced profile creation process with new features and default settings:
- By default, new profiles have access to the workspace with visibility limited to their own profile and chat functionality
- Initial permissions are set to the lowest possible settings for security
- Custom roles can be created to control access levels for new professionals:
- Configure permissions as needed (more or less access)
- Apply custom roles to professional profiles (e.g., create and apply a "Prospect" role)
Profile creation source determines initial stage:
- Profiles created from "Recruiting" default to "Prospect" stage
- Profiles created from "Workforce" default to "Onboarding" stage
New communication features during profile creation:
- Compose and send personalized invite messages to new professionals
- Create updates to share with your team about the new professional
- All updates are automatically added to the professional's activity feed for future reference
Status Change Updates
Enhanced status change process for professional profiles:
- Stage and status can now be modified via a convenient dropdown menu located on the top right of the professional profile page
- Users are prompted to add an optional written update when changing a professional's status, encouraging detailed documentation
- Additionally, users can select specific team members to notify about the status change
- This streamlined feature promotes better communication and comprehensive documentation of professional lifecycle changes
Seamless transition between recruiting and workforce:
- When moving a profile from a recruiting stage to a workforce stage, the system intelligently prompts for completion of any missing employment details
- This ensures all necessary information is captured at the appropriate stage of the professional's journey
Recruiting and Workforce Tables
- Updated Workforce table (formerly Employees) and added new Recruiting table
- Both tables feature clickable tiles showing profile counts per stage
- New filters added to help organize and find professional data
Fixes and Improvements
- Integrated support for OnPay payroll exports, streamlining payroll processes
- Corrected rate display issues on care recipient service detail pages.
- Added more qualification types to the Employee dropdown
- Implemented automatic unassignment of professionals from upcoming shifts when moved to inactive stage
- Native apps now require explanations for early or late clock-ins/outs
- Resolved issues with the send message button on the shift detail page
Refined shifts calendar view:
- Filtered out services not in Enrollment, Active, or Transitioned stages
- Care recipients without a service in these stages will not appear in the shifts calendar view
Standardized the "Create Service" form in care recipient profiles:
- Now matches the create service functionality from Sales and Care Recipient tables
- Provides a consistent user experience across different areas of the platform