Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus Please get in touch if interested in more information on this feature!
We know there are key pieces of information you need to record about your team. From onboarding and staff development to communication preferences and termination details. These details are a crucial step to digitising your team management and ensuring you have the information needed to best manage and retain them.
That’s why Birdie has enabled you to record these key details within your team profiles!
To access and add this information, click on a team profile and select the Basic info tab.
The three sections include:
Personal details:
Here, you will be able to view the existing profile of your team member, including name, email and phone contact information. You will now be able to record Additional details, including date of birth, additional phone numbers or key highlights about the person.
There’s also a Personal identity section, allowing you to record their title, preferred name, gender and pronouns.
Key contacts:
You will now be able to record and manage key contacts for your team, including name, relationship to a care professional, phone number, email and type of contact, i.e. Next of kin or Emergency.
Agency admin:
You will be able to record communication preferences and key termination data, including the date of termination, the reason or type of termination, i.e. resigned or dismissed, as well as a free-text area to document details that led to the termination or any further information.
You will also see Role & Status and Group settings in this area where you can select whether they are active and what groups they are a part of.
