Articles in this section

Data Entry Checklist - Create and Maintain a CHW Employee Record

  • Updated

When your site hires a new Community Health Worker (CHW), your team is responsible for creating and maintaining an Employee Information Record in Procura.

This record must be created prior to the mobile account setup and is a requirement for all new CHWs to attend the Procura Mobile training. 

Note: Before adding a new employee record, you should first search for the employee by name and employee ID in Procura to ensure you are not creating a duplicate.

How to Create an Employee (CHW) Record

1. From the Main Ribbon, navigate to the Employees tab and select Add.

1_-_Add_Employee_Highlight.png

This will open up an empty Employee Information record.

2. Use the table below to help complete the information in each folder. 

Note: the mandatory information required for the creation of the mobile account is highlighted with **

Procura_Folder.pngFolder

What to enter

Procura_Folder.pngGeneral

  • Last Name**
  • First Name**
  • Alias (optional)
  • Gender
  • Area**
  • Date of Birth
  • Place of Employment**
  • Title
  • Home Phone (Landline)
  • Work Phone (Work mobile)**
  • Mobile (Personal mobile)
  • Email Address (VCH Work email)**
  • Voice Mail - used for mode of transportation (Car, Bus or Walk)**

Reference Numbers

  • Domain\LAN ID**
  • FTE**
  • Pay Mileage (Yes/No)**
  • PS Emp Record #**
  • PS Payroll # (employee ID)**

Procura_Folder.pngDepartments
  • HS Department**
  • Labour Agreement
  • Category
  • Pay Level
  • Start Date & Seniority (1st day of work)

Procura_Folder.pngAddresses
  • Permanent Address
  • Current Address

Procura_Folder.pngContacts
  • Primary Emergency Contact 
  • Alternate Emergency Contact

Procura_Folder.pngAttributes
  • Languages (other than English)
  • Likes (upon Intake add either 'Male or Female CHW' as gender identification)
  • Dislikes 

Procura_Folder.pngSupervisor

(LPNs update)
  • LPN Supervisor name
  • Supervisor Requirements (as needed throughout employment) 

Procura_Folder.pngService Requirements (LPNs update)
  • CHW training, skills, competencies and certifications.

Procura_Folder.pngVisit History
  • Do Not Sends (managers only)
  • Client Visit History (client specific training or scheduling needs)

Procura_Folder.pngAdditional Information
  • HCA Registration
  • Safety Information (DL, personal email, vehicle details, physical description)

Procura_Folder.pngComments

Enter service restrictions and limitations about the employee that impacts scheduling. Eg. medical accommodations, allergies, GRTW.

Ensure Notify User of Comments is selected to display the employee name in red. This alerts schedulers to review the comments before scheduling.

**monitor this section regularly and remove outdated information**

Groups 

Add appropriate Groups as defined by your team.  

 

 

Related articles