Staff Setup

Setup a ResiDex User

Entering your staff in Desktop ResiDex to process and track the following items and more:

  • Manage their access to Desktop ResiDex or RTasks
  • Track In-service classes
  • Enter meeting attendance
  • Enter staff supervison

Add New Staff

RTasks will allow you to manage staff information including entering a new staff member. If a user has ResiDex user role 15 - Staff set roles he/she will have the ability to add a new staff member directly to RTasks.

Deactivate Staff

In the event of a staff member resigning, being terminated, or otherwise leaving your employee, you must deactivate that user's account to protect access to the data you manage. Fortunately it is extremely easy and fast to disable a user's access to ResiDex and/or RTasks!

Transfer Staff

ResiDex will allow you to manage your staff access.  Your database may contain different "Campuses". A Campus may be viewed as the Facility's main location, an apartment, or group home.  If your facility has multiple locations, you may have multiple "Campuses"  setup in your single database. ResiDex will allow you to assign a staff member to a campus that they would then access. 

There is another feature that we will outline.  If your facility has staff supervisors, you may wish to not only assign an employee to a campus but also a "community" within your campus.  A community may also be viewed as a floor or wing such as first floor, second floor, assisted living, memory care, etc. Having this feature activated is required to use notifications such as "MY Staff Supervision Notifications"

Populate Care Plan for New Staff

Requiring staff to Review the Master Care Plan is helpful because it will keep them up to date on the current needs of each resident. If a new staff is hired you likely don't want them to wait until the next assessment is done to "populate" the care plan.  

RTasks provides a feature to populate the latest care plans for a new staff person so they can review them during the orientation process.