What is it?
The new Employee Records feature allows you to log, update and manage key staff-related events or issues - such as employee performance, lateness or grievances - directly within the staff profile. This helps care homes track sensitive events, ensure accountability and support HR processes - all in one place.
Who is it for?
This feature is available to:
Company Managers
Regional Managers
Home / Location Managers
Applies to staff types:
Permanent & Bank
What does it do?
It allows managers to
Create and manage employee case records
Upload and store supporting documents
Track outcomes and updates over time
Maintain a clear and auditable record
How does it work?
Adding a New Record
Go to Staff > Your Staff and select a worker.
Click on the Employee Records tab.
Click “+ Add new record” to open the form.
Fill in:
Case Type (Grievance or Performance)
Title (e.g. Ongoing Lateness)
Status (e.g. Open, Closed)
Date
Description
(Optional) Upload a supporting document - users can then click on this and it opens in a new tab
Click Save - this creates a new case record.
Adding Updates to a Record
Open any case record from the list
Scroll to the Updates section
Add a title and notes for each new update
Click “Add update” to save
Updates are ordered chronologically.
You can Edit a case record as well by selecting the pencil icon.
Documents
Documents can be uploaded either during initial case creation or later in the Documents section
Supported file types:
.pdf,.docx,.png,.jpegEach record can store multiple documents
Case Record View
Each case includes:
Case ID
Type
Date created
Status
Description
Raised by
Updates
Attached documents