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How to activate a worker for direct work

Make a worker Active so you can book them for your own clients, even while CareHires is still reviewing their profile.

Sometimes you need a worker for one of your own clients before CareHires has finished reviewing them, or after their profile has been denied or suspended. Activating the worker lets you book them for your direct work straight away.

Activating changes the worker's status to Active. When you are ready, you can send them to CareHires again and we will review the whole profile as usual.

This feature is available to Agency Accelerator Pro agencies.

 

Before you begin

  • Check the worker's status. You can activate a worker whose profile is Completed, Submitted for Review, Resubmitted, Denied or Suspended.
  • Note the deny reason, if there is one. Once you activate a denied worker, the deny reason is no longer shown on their profile.
  • Know that pending changes will be discarded. Anything still waiting for CareHires review will be discarded when you activate, and the review itself will be cancelled.

 

Activating a worker

  1. Select Employees from the left-hand menu and open the worker's profile.
  2. Open the ⋯ menu and select Activate Worker.
  3. If anything is waiting for CareHires review, you will see a list of each change and the date it was sent, such as an updated mobile number, a renewed certificate, or the CareHires review itself.
  4. Check the list carefully, then select Discard changes and activate, or Cancel to stop.
  5. Complete the usual activation steps: add any missing details, then send the mobile app invite.

You will see Worker activated successfully and the worker's status changes to Active.

Please note: Discarding cannot be undone. The listed changes are removed, the profile goes back to the details CareHires last approved, and the CareHires review is cancelled. Everything is recorded in the Audit Log, but if you still need any of those changes you will have to make them again.

Tip: If you are activating a denied worker, use the deny reason you noted to fix their profile before you send it to CareHires again.

 

After activating

  • Book the worker for your own clients. An Active worker can be booked for your direct work.
  • Send them to CareHires when you are ready. Submit the worker for review again and CareHires will review the whole profile as usual.

 

If something looks wrong

  • You cannot see Activate Worker. Check the worker's status. Draft profiles need completing first, and the option is only available on Agency Accelerator Pro.
  • Changes you made to the profile have disappeared. They were waiting for CareHires review when the worker was activated, so they were discarded. Check the Audit Log, then make the changes again.
  • Anything else. Contact our Support Team with the worker's name and what you were trying to do.