Guides & Policies
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Guides
- Biostation 3 guide biometrics, bio-metrics, IP65, gdpr
- FlexEarn Salary, Flex earn, wages, integration, earned wage access
- Digital Reception set up guide customising locations, new customers, new to Digital Reception, DR, creating profiles, devices, tablets,
- Digital Reception how to add & edit new users user, users, edit users, new starts, DR, D R,
- Digital Reception FAQs DR, D R, questions
- Digital Reception – device setup on Android DR, D R, Android operating system, AOS, tablet, tablets, lock screen, pin screen, pinning screen, device, devices, shortcut,
- Digital Reception – device setup on Apple IOS, apple, ipad, i-pad, tablet, DR, D R, tablet
- Managing holiday entitlement in CoolCare
- CoolCare FAQs questions, frequently, install,
- CoolCare payroll top tips paycodes, pay codes, payrates, rates, bank holidays, moneysoft, ADP, adp, Iris, iris, sage, CSV, staff positions, timesheets
- CoolCare staff portal top tips Portal, staff, shift details, shift,messages, rota, can't access staff portal, locked out from staff portal, lost passwords, registration,
- CoolCare time sheets top tips snap to shift, deductions, break deductions, shifts, audit log, clock, clock times, time sheets, timesheets, audit log,
- CoolCare rota top tips rota, printing, making changes, shift cover
- Tips on how to change staff between permanent and bank contracts changing contract, staff contract, permanent, contract types, changing a member of staffs contract, bank staff, permanent staff
- CoolCare invoicing top tips invoicing, invoices, invoice, billing contract terms, contribution changes, invoice output, additional charges, editing invoices, credit notes,
- CoolCare top tips when uploading staff or resident CSV files data, upload, import, importing, uploading, staff, residents, excel, templates, errors, columns, cells, required data, information,
- Uploading staff and resident CSVs to CoolCare Data uploads, importing, uploading, import, adding, add, errors, spreadsheet, spread sheet, excel, csv, csvs
- CoolCare and Nourish customer guide to integration API, APIS, software, token, integration, how to setup nourish integration,
- CoolCare and Nourish integration FAQs API, APIs, integration, transfer data, nourish, software,
- Getting setup – users and permissions Users, user, dashboard widgets, groups, permissions, access, lookups,
- Getting setup – group setup in CoolCare Group setup, settings, system, configuration, invoice, invoicing, logo, group, headers, footers, direct debit, templates, accounting, software, VAT, settings, holidays, holiday, pay, appraisals, supervised, supervisions, break deductions, breaks, email, staff, positions, training, dashboards,
- Getting setup – home setup in CoolCare setup, settings, home, payment, rota, timesheet, configuration, snapping to shifts, snap, shifts, deductions, shift breaks, sage, invoice, invoicing, email, pay codes, paycodes, elements, staff, positions, shift, rooms, room, shift definitions, invoice, holiday, geolocation, pay, payroll, adding rooms, activate, deactivate,
- Getting setup – adding and amending lookups in CoolCare Adding, amending, lookups, group, home, general lookups, staff, staff lookups, qualification, classification, statutory holiday, ethnic origins, departments, department, agency, resident, funding, nursing, suppliers, supplier, nominal codes, nominal, care, types, billable extras, extras, contracts, ledger
- Getting setup – setting up your Nohmad clock in machine hardware, clocking-in, clocking in, nomad, install, installation, thob, fob,
- Getting setup – rota & time sheet configuration rota, configuration, timesheet, time, sheet, home, setup, home setup, snap to shift, shift, deductions, hour rounding
- Quick guide – creating and amending staff records on CoolCare Creating, amending, changes, changing, staff, records, record, photos, photo,
- Quick guide – staff records T&A on CoolCare talent and attendance, talent & attendance, holidays, absences, timesheets, time sheets, iButton, fobs, clocking in, clocking-in, clocking out, clocking-out,
- Quick guide – staff records HR on CoolCare staff records, staff record, employment details, appraisals, supervisions, UK Eligibility, identification, forms, widgets, widget, contacts, contact, UK working, right to work, visa, reports,
- Quick guide – staff (HR) positions and history on CoolCare pool staff, leavers, leaving, transferring, transfer, contracted hours, extra positions, second jobs, second roles, extra roles, processing leavers, transferring staff, hr positions, staff history, contract changes, extra positions, hours
- Quick guide – staff training on CoolCare matrix, training matrix, cqc, reports, valid, expiring training, excel, spread sheet, spreadsheet, reports, training reports, widgets, staff training,
- Quick guide – staff documents on CoolCare docs, documents, staff record, downloading, uploading, docs, uploading, staff docs,
- Quick guide – staff Covid vaccination records on CoolCare covid-19, covid 19, vax, vaccination, tracking, reports, corona virus,
- Quick guide – assigning an iButton Fob, clock in, clock out, keyboard, ibutton, ibtton reader, ibutton keyboard, staff, records, USB, hardware, usb, manually clock in, unassign, un-assign, un assign, unassigning,
- Quick guide – adding and archiving manual clocks on CoolCare staff, clocks, clocking in, clocking out, manual, archiving, fobs, time sheets, history clock history, correcting times, correcting clocks, T+A, T&A,
- Complete guide to staff time sheets on CoolCare ibutton, time sheets, timesheets, clocking in, machine, snapping to shift, snap to shift, locking, ibutton, i-button, i button, rota, comparing time sheets to rota, budget, clocking in, clocking out, clock in machine, nomad, changing shifts, changing position, hours worked, managing timesheets, manually clocking in,
- Rota introduction and setup – guide 1 of 4 rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota,
- Implementing a live rota – guide 2 of 4 assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota,
- Managing changes to your rota – guide 3 of 4 holidays, sick. illness, training, cover shifts, extra shifts, shift swap, swapping shifts, shift swapping, shift requests, change staff, messaging, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota,
- Printing your rota – guide 4 of 4 holidays, sick. illness, training, cover shifts, extra shifts, shift swap, swapping shifts, shift swapping, shift requests, change staff, messaging, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota, assigning shift patterns, identifying assigned shifts, agency shift, deleting a shift, deleting shifts, rota budget and totals, rota budge & totals, budget tolerances, rota, setup, intro, introduction, building rota, adding shift groups, deleting shift groups, shift pattern, budget, budget totals, draft rota, draft, configure rota, configuration, shift groups, rolling shift, pattern, unassigned shift, building new rota, new rota, create rota, creating rota, delete shift, delete shift pattern, apply changes, changing rota, updating rota,
- Complete calendar guide on CoolCare recording holidays, recording absences, adding training. recording training, adding holidays, adding absences, staff absence, absences, assigning shifts, authorising shifts, absence hours, authorising absences, declining holidays, declining holiday, qualifications, adding qualifications,
- New holiday year amendment holiday years, updating holidays, holiday entitlement, remaining holidays, staff reports, holiday details report, update holiday year, configuration, system configuration, holidays taken, holiday report, holiday data,
- Managing staff recruitment with CoolCare vacancy, applicants, cvs, cv, HR, roles, job vacancies, recruitment, human resources, keep track of vacancies, applicants, managing applicants, new vacancies, new applicants, applications, hiring staff, hiring new starters, new starters,
- Complete guide to running payroll on CoolCare statutory holidays, pay codes, pay rates, sage, configurations, staff, staffing, special pay codes, geolocation, care home settings, settings, payroll number, HR position and hours, hours, payrates, paycodes, Sage, Sage csv, pay rates, moneysoft, money soft, staff positions, reporting, payroll reporting, export, exporting payroll, export payroll, export timesheet, export time sheet, leavers, staff leavers, new starters, salary, salaried
- Tracking occupancy on CoolCare Occupancy, dashboard, widgets, reports
- Adding and tracking new enquiries – guide 1 of 2 enquiry, reports, dashboard,
- Adding new enquiries next steps – guide 2 of 2 Amend enquiry, inquiry, brochure, assessments, visit, visits, admission, contact log
- Quick guide – adding new residents to CoolCare Adding, creating, residents, resident, insert, records, information, photo,
- Quick guide – amending resident records on CoolCare amending, changing, change, changes, resident, records, residents, general
- Quick guide – resident rooms on CoolCare resident, room, rooms, history, records, changing rooms, update rooms, updating, swapping, swap, empty rooms,
- Quick guide – resident admissions and discharge admission, resident, discharges, discharging, discharge, giving notice, reports, reports, previous admissions,
- Quick guide – resident absences on CoolCare absent, absences, resident, residents, records, reports, widgets, out of home,
- Quick guide – adding resident documents to CoolCare resident, docs, documents, uploading, upload, add, adding, download, downloading, notes, general notes,
- Quick guide – resident contacts on CoolCare contacts, residents, resident, amending, reports, next of kin
- Quick guide – resident reports on CoolCare
- Complete guide to the resident and home ledger Petty cash, expenses, ledger, money
- CoolCare invoice template examples templates, invoices
- Quick guide – maintenance on CoolCare
- Contract invoicing on CoolCare block beds, block, rooms, block records, fee contracts, individual contracts, block contracts, block contract, block invoices, block invoicing,
- Invoicing in CoolCare – guide 1 of 2 Financial, finance, fees, fee contracts, funding, contract, accounts, fees, nominal code, contribution, discharge, billable extras, invoice
- Invoicing in CoolCare – guide 2 of 2 Financial, finance, fees, fee contracts, funding, contract, accounts, fees, nominal code, contribution, discharge, billable extras, invoice, report, exporting invoices, printing invoices, emailing invoices, funding
- Virtual notice board
- Staff portal – employee guide
- Staff portal – administrator user guide
- Staff portal – creating a short cut on your mobile phone Android, samsung, iphone, i-phone, mobile phone
- Creating custom reports
- Coolcare agency ledger
- Adding bank holidays
- Email invoicing
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