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Assign Skills to a Client

Recording the skills a client's care requires helps make sure only suitably skilled and trained carers are scheduled to their visits. Client skill requirements are checked against a worker's skills, training and compliance evidence when shifts are assigned.

Assign Skills to a Client​

To assign skills to a client, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open the client.
  3. Open the "Skills" tab.
  4. Click on the "Assign Skills" button.
  5. Search for and select the skills the client's care requires.
  6. Set the required proficiency level for each skill.
  7. Save your changes.

Remove a Skill from a Client​

  1. Open the client's "Skills" tab.
  2. Select the skill (or skills) you want to remove using the checkboxes.
  3. Click on the "Remove selected" button.

Workmax uses the client's skill requirements when scheduling to help ensure a good match between the carer and the client's needs. If you have any questions or need help, please contact Workmax Support.