How to Use PASS to Build Checklists for Your Care Employees

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Here’s a quick tutorial on how to use PASS to build checklists for Care employees:

1. From HR to compliance, you can create a tailored checklist for any role. Let's create a new employee onboarding checklist right now.
2. Click on the Title field and give your new checklist a memorable name and description.
3. Check Employees with role to simplify admin, we can automatically assign this checklist to specific team members.
4. Click on Careworker to have this checklist to be automatically assigned to all Care Workers.
5. You can also set read and write permissions for complete control. These are set to Manager by default, so there's nothing more to do now.
6. Your new Checklist is ready to go! Click Save to continue.
7. From training sessions to essential paperwork, you can add many items to a checklist. Add an item to your checklist by clicking on Create Item.
8. Let's start by naming and describing your new item. Click on the Title field. We can also set helpful deadlines, reminders, and alerts.
9. To save even more time, items can be reused across multiple checklists.
10. Congratulations! Your new checklist is now active and ready to be used! Let's head over to the Employees tab to see how.
11. Click on an employee’s profile and auto-assign the checklist to that employee.
12. For each item, we can add a completion date, notes, and upload any supporting evidence, such as a passport or right to work document.