How to Add a New Team Member

Add coaches, administrators, and support staff to your EmpowerHub team in 5 simple steps.

What You'll Do

Create a complete team member profile with employment details, service specializations, and scheduling preferences.

Before You Start

Have ready:

• Team member's government-issued photo ID
• Employment eligibility documentation (I-9 forms)
• Professional certifications and licenses
• Emergency contact information
• Banking information for direct deposit

Steps

1. Start Team Member Creation

1. Navigate to Team from the main menu
2. Click + Add Team Member

2. Enter Personal Information

1. Enter Full Legal Name (exactly as shown on ID)
2. Enter Professional Email Address
3. Enter Date of Birth (MM/DD/YYYY)
4. Select Gender (for client matching)
5. Enter Current Address (complete with apartment/unit)
6. Enter Phone Number for emergency contact
7. Add Emergency Contact name and phone number
8. Click Next Step

3. Configure Employment Details

1. Select Employment Type:
   • Full-time (30+ hours/week)
   • Part-time (under 30 hours/week)
   • Contract worker
   • Temporary/seasonal
2. Enter Start Date
3. Set Hourly Wage or Salary
4. Add Direct Deposit Banking Details
5. Configure Tax Withholding Preferences
6. Set Benefits Eligibility Status
7. Click Next Step

4. Set Access Levels and Permissions

1. Choose Access Level:
   • Super Admin (full system access)
   • Admin (management functions)
   • Staff (standard care provider access)
   • Limited (specific role access)
2. Review Automatic Permission Assignments
3. Configure Two-Factor Authentication
4. Set Password Requirements
5. Click Next Step

5. Configure Services and Specializations

1. Select Service Categories:
   • Personal care assistance
   • Medication management
   • Behavioral support
   • Life skills training
   • Community integration
   • Physical therapy
   • Occupational therapy
   • Speech therapy
   • Nursing services
   • Mental health support
2. Upload Certification Documents
3. Set Hourly Rates for each service type
4. Configure Rate Differentials (weekend/holiday)
5. Click Next Step

6. Set Schedule and Preferences

1. Configure Working Hours:
   • Regular weekly schedule
   • Preferred start/end times
   • Maximum hours per day/week
2. Set Availability Preferences:
   • Days of week available
   • Preferred shift times
   • Weekend/holiday availability
3. Configure Travel Preferences:
   • Maximum travel distance
   • Transportation method
   • Geographic service area
4. Set Client Matching Preferences:
   • Age groups (children, adults, seniors)
   • Disability types
   • Languages spoken
   • Cultural competencies
5. Click Create Team Member

Verification

• New team member appears in team list
• Profile status shows "Active"
• Login credentials are generated
• All certifications are uploaded
• Schedule preferences are saved

Common Issues

System access problems

• Verify email address accuracy
• Check password reset functionality
• Confirm permission level assignments
• Test two-factor authentication setup

Schedule conflicts

• Review availability preferences
• Check for overlapping commitments
• Verify geographic service limitations
• Coordinate with existing staff schedules

Certification issues

• Upload clear, legible documents
• Verify expiration dates
• Track continuing education progress
• Schedule required training sessions

Key Features & Benefits

Comprehensive Profile Management

• Complete employment documentation
• Certification tracking with expiration alerts
• Performance evaluation integration
• Professional development planning

Smart Client Matching

• Skill-based assignment recommendations
• Language and cultural preferences
• Age group and disability type matching
• Geographic optimization

Flexible Scheduling

• Customizable availability preferences
• Shift pattern configuration
• Travel distance optimization
• Emergency coverage management

Compliance and Security

• Background check integration
• Health and safety requirements
• Document expiration tracking
• Audit trail maintenance

Advanced Features

• Performance metrics tracking
• Automated renewal reminders
• Two-factor authentication
• Role-based access controls
• Mobile app integration