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Agency Manager - Agencies - Adding Your Workers
Stephen Paul avatar
Written by Stephen Paul
Updated over a week ago

To start adding your workers to the Agency Manager platform head over to the “Staff” tab. From here you’ll see a list of your already added workers, their current status and have the ability to add more.

Here you will see all your staff, staff who require action and staff you have archived, you can add new staff by selecting ‘Add worker’.

Add a worker

Start by adding a profile picture, This profile picture should be a passport style picture.

What can we accept?

  • The picture shows their full face and shoulders.

  • A clear, well-lit image.

  • Only the individual in the image.

You can find out more here about what we can and can't accept for profile photos.

Workers Details

You will then be able to add in personal information:

  • First Name

  • Last Name

  • Legal Gender

  • Date of Birth (YYYY-MM-DD)

  • National Insurance Number

  • Worker Type/s - If you want your staff member to work more than one type of shift you will need to add all the relevant worker types for them. If you miss any we can add these on for you but it can take up to 5 working days for us to update this for you.

You will then be prompted to add in the staff members postcode.

You will then be asked to provide contact information for your worker.

When required you will also be asked for a worker’s professional registration details.

For this you will select the relevant pin and enter it on the system.

Compliance Documents

You can find out more about each of the compliance documents we require here:

  • Criminal Record Checks

  • Registration Pins

  • Right to Work

  • Personal Identification

Heres how you can upload the documents

Navigate to the ‘Compliance’ tab

Once here you will see what documents you are being prompted for.

In this example we need to provide ID, Right to Work Details and a criminal Record Check.

Select Manage to open the drop down menu.

Once you have opened the drop down you can select the document type you are uploading.

Then select the file you want to upload and once it’s done you can select ‘Upload’.

Profile Packs

Once you have created the workers profile you will be asked to complete a profile pack.

Confirmation Questions

Here you will be asked to select yes/no for the following questions:

  • Registered under the disability act

  • Full UK driving license / insurance

  • Health questionnaire completed

  • Confirmation that all paperwork has been checked

  • Please confirm staff member is happy to work under company policies and procedures, and Covid protocols

Training

Next you will be asked to enter the date your worker completed the relevant training based on the clients requirements & their worker types.

Criminal Record Check Details

Based on the region your worker is based in this will default for you automatically to the relevant Criminal Record Check (DBS, PVG etc).

  • You will then be asked to select the level of check completed, Standard or Enhanced.

  • You are required to then input which list they have been checked against:

    • Adult

    • Child

    • Child & Adult

  • You will then be asked to confirm if they have been checked against the Barred list.

  • You will then be asked to issue the date the disclosure was issued.

  • You will then need to provide the disclosure certificate number.

  • And then asked for the outcome:

    • Clear means no convictions

    • Not clear means there are convictions.

  • If not clear is selected you will need to confirm if a risk assessment has been completed.

Professional Registration

In this section you will be required to add in any details of professional registrations like NMC

NMC

You will need to add the valid from date and confirm if there is any fitness to practise issues that have been noted during the check.

Employment History

In this section you will be asked 4 yes/no questions:

  • Experience of care home setting

  • Experience in dementia care

  • References received (to cover 3 years of employment)

  • Full employment history provided, including explanation for any gaps in employment longer than 1 month.

Then you will be asked to provide continuous details of employment over the last 5 years as a minimum or full work history explaining any gaps in employment.

You will be asked to enter:

  • Start Date

  • End Date

  • Company

  • Roles & Duties

Once you have added a minimum of 5 years history (some clients and markets will require a full work history) your profile pack will be ready.

Our compliance team will review each worker's profile and compliance documents within 3 working days.

Once submitted, these documents will be reviewed by our internal compliance team. After all documents are approved workers will be marked as compliant and available to be proposed to shifts. Once a document has been reviewed by our team you will be notified via email of the outcome.

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