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Employees Page

  • Updated

Who is this article for? 
This article will be useful to you if you are an agency wanting to learn how to search, upload, and update employees.

Welcome to the Employees page!

This is your central hub for managing your employees within Caribou. You can:

Let’s get started!

Navigating the Employees page

Video Walkthrough:

 

Once you’ve logged in, click ‘Employees’ in the left side menu:

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You will see a list of all your current and deactivated employees. You can search by name, filter by branch, and filter by status. You can also export your employee list to a CSV, upload a CSV for a bulk update, or create an employee account from scratch:

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Note: If you are an HHAXexchange customer, we will automatically sync creating/de-activating your staff accounts with our integration. This is also the case for those on ClearCare/WellSky, and AlayaCare, so if you haven’t had an employee sync set up yet, please talk to your Customer Success Lead.

What's new?

Easier login tracking – Want to see who hasn’t logged in for 30+ days? Questions about lost login links? Now, you can quickly resend their link in just one click—keeping your team connected to your Rewards program.

Quick recognition – Want to make sure everyone on your team feels valued? You can quickly spot who hasn’t received recognition in the last 30 days and send a well-earned shoutout in seconds.

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Searching Employees

To search for an employee by name, start typing their name in the search bar, and you will see the results auto-populate:

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Filter by Status

Note: “Signed up” is for agencies that want caregivers to input their information to sign up for a Caribou Rewards account. This example may not apply to you.

You can filter by the current status of the employee. For example, an employee can be actively working but may need to be signed up for the rewards program.

  1. Click on the “Filter by Status” box, and you will see Active (Active, De-Activated) and Signed Up (Has signed up, Has not signed up). Click the checkboxes under Active and Signed Up, and your results will auto-populate:

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Filter by Branches

If your agency uses multiple branches, you can filter using this option here.

  1. Click on the “Employees in” box, and you will see what branches you currently have set:

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  2. When you select any of the checkboxes, your results will auto-populate:

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