What does assigning a manager to a caregiver do?

TL;DR: Assigning a manager to a caregiver makes that manager responsible for all manager-level tasks related to that caregiver’s onboarding and compliance.

Full Answer:

When you assign a manager to a caregiver in Homecare Pro, you’re designating that person as the point of contact and responsible party for several key actions. Here’s what that includes:

• Document review:
  Any documents uploaded by the caregiver that require manager review (like IDs or certifications) will be routed to the assigned manager.

• Signature packets:
  If a caregiver is sent a signature packet that requires a counter-signature, the assigned manager will be the one responsible for signing it.

• Manager tasks:
  Tasks associated with the caregiver’s role that require manager input — like reference checks or HR admin tasks — will be assigned to the designated manager.

• Caregiver communication support:
  When Homecare Pro sends SMS reminders to the caregiver (e.g., “Please complete your I-9 form”), we include the manager’s contact info so the caregiver knows who to reach out to if they need help.

Assigning managers helps your agency stay organized, distribute responsibilities appropriately, and give caregivers a clear support contact.