Onboarding - New agencies

Welcome!

We are so happy to be able to help you empower and reward your caregivers using Caribou. This guide will walk you through the entire onboarding process, step by step. 

Let's get started!

Video Walkthrough:

Intro

1. When you first login, you will be greeting with a welcome message under the "Intro" heading.
2. Click on the "Let's Start" button to start the onboarding process:
   
   

Business information

This is where you will fill out all of your business information like your company name and business type.

1. Fill in your short company name. For example, if your agency name is something like "Forever Best Care" - your caregivers may call it something like FBC:
   
2. Next, type in the legal business name. Using this same example, we are inputting Forever Best Care:
   
3. Next, choose your business type. Click into the drop down menu, and select the most relevant option:
   
4. Next, select the most relevant time zone:
   
5. Next, upload a logo. This will help your caregivers understand that this reward program is coming from your agency, as they may not recognize Caribou:
   
   
   
   
6. Select "Save and Continue" to move to the next step:
   
   

Sync Employee List

If your agency is using HHAeXchange, you can sync your instance with Caribou to give us access to your employee list. In the this step, you can select filters to determine who is eligible for the rewards platform. Caribou will automatically create, update, and deactivate employee accounts based on the filters you set.

Referral structure

The secret to Caribou's success with referrals is that we reward caregivers every step of the way - starting from Job Shares!

We know that referrals are four times as likely to be hired and to stay twice as long compared to candidates from other channels like job boards or general applications.

In this section, you will see our recommended referral payout structure to the referring caregiver.

Please note that the budget you select here is not be included in your current subscription and may be an additional charge. Please reach out to help@caribou.care for any questions.

1. For each referral step, you can change the amounts in the corresponding box:
   
   
2. When completed, click the "Save & Continue" button:
   

Create job postings

For a detailed explanation on how to create a job posting, please read our creating a job posting article. This will go over every detail here step-by-step!

Job settings

When a candidate applies to one of your job postings, it's important that your agency's branding is well represented. First impressions matter!

1. Add a banner to your job posting. Click the "Change image" button and then upload an image:
   
   
   
2. Next, add your agency's logo. Click on the "Change Image" button and upload an image:
   
3. Next, select whether your candidates will enter their ZIP code, their postal code, or their residing city when applying to the job posting:
   
4. Next, enter your agency's website/URL. This is an optional step:
   
5. You can now see a preview of your job posting:
   
6. Click "Save"
   

Book launch date

Congratulations! We are almost there! In this next step, you will set your target launch date and we will work towards this goal together.

What's next:

• Our team will verify the information you shared with us
• Our team will reach out to confirm your launch date
• On launch day, we will automatically invite your selected employees to the rewards program

1. To select a launch date, click into the Target launch date box. A calendar will pop up, prompting you to choose a date:
   
2. Click Save:
   

You are all set!

What's next:
Our Customer Success team will reach out to confirm your launch date and next steps.

We are excited to get your rewards program launched!