You can update certain employee details in Carebility, but what you can change depends on whether the employee has logged in before.
If the employee is still pending (has never logged in):
You can update their name and email address directly in the platform.If the employee is active (has logged in):
They must update their own information, such as name and email, through their Profile Settings.
đ For instructions on how employees can update their own details, check out this article:
ââHow to update your email and manage account settings
đ§ To update an employeeâs information:
Go to the Reports tab.
Select Users to open the list of employees.
Choose the Provider.
Locate the employee. Users are listed in alphabetical orderâscroll or use search to find them.
Under the Actions column, click the âď¸ (pencil icon) next to the employeeâs name.
Update the information click save
â Assigning an Employee to a New Provider
If an employee is working for the same organization but under a different provider, you can add them to that new providerâs roster without creating a duplicate account.
â Updating an Employeeâs Status
How to Deactivate a User Account
If an admin needs to deactivate a user account for a facility, they can follow these steps:
Navigate to the Reports
Select Users.
Choose the Facility where the user is assigned.
Find and select the User you wish to deactivate.
Click the Pencil (Edit) icon next to the user's profile.
Change the user's Status to "Inactive."
Save your changes to complete the process.
*Some organizationsâ ability to inactivate users may be controlled by their HRIS system through a sync. In these cases, user status will update automatically. If youâre unable to make changes manually, please check with your HR or system administrator.
How to Reactivate a User Account
To reactivate a previously inactive user, please contact the Carebility team through the chatbot. If you receive a response from the AI agent (Fin), simply request human assistance and weâll take care of the update for you.
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đ Automatic Updates from Your HR Platform
If your organization uses automatic enrollment through Carebility, make sure employee information (like name and email) is correct in your HR platform (e.g., Dayforce, UKG, etc.). The systems sync every few hours, so updates in your HR platform will automatically carry over to Carebility.
Need help? Send us a messageâweâll be happy to walk you through it!