Managing Care Workers in Planaji
Step-by-Step Guide
1 Log in & open Employees
Sign in using your email/password, then select the Employees tab to start managing staff.
2 View employee list
The page shows all employees currently stored in the system for quick reference.
3 Select an employee
Click the View button on a row to open that employee’s full profile
4 Check employee details
In the Employee Information tab you can review personal data, contact info, and employment specifics.
5 See assigned clients
The Clients tab lists all clients linked to the care worker; these also appear in the worker’s mobile app.
6 Add documents
In the Documents tab, click the Add button (right side) to upload new files such as certifications or contracts.
7 Assign a role
Open the Roles tab and press Add Role to give the employee a new functional role (e.g., “Home Care”).
8 Delete a role
Tick the radio button next to an unwanted role and hit Delete to remove it from the employee’s profile.
9 Delete an employee
Select the employee’s radio button in the list and click the Deletebutton at the top of the dashboard to remove them permanently.
10 Edit employee info
Choose the employee’s radio button and press Edit at the top to modify details such as contact information or status.
11 Completion
Once all actions are performed, you’ve successfully managed the care worker within Planaji.