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
Given these records contains sensitive information, user permissions and access to this feature is open to feedback.
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, secure 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