Training
Materials

A step-by-step introduction to Halo Care. Covers first login, setting up your profile, navigating the dashboard, and understanding the core layout.

How to create, view, and update service user profiles. Covers care information, key contacts, documents, and record history.

Recording daily notes, logging incidents, assigning follow-up actions, and reviewing entries across your service.

A one-page reference covering the most common daily tasks — logging a note, raising an incident, checking alerts, and finding a service user record.

For administrators and managers. Covers configuring your organisation, managing user accounts, setting permissions, and customising labels.

Understanding how alerts work, where to find them, how to respond, and how to configure notification preferences for your team.

A walkthrough of the Command Centre dashboard — what each panel shows, how data is surfaced, and how to navigate between services and views.

Viewing and managing service user records from Command Centre. Includes live status, care notes, incidents, and escalation flags.

Monitoring open incidents, reviewing logs, assigning follow-up actions, and understanding escalation workflows across your services.

How Command Centre surfaces staffing data — who is on shift, where gaps exist, and how to cross-reference rota coverage with service demand.

Generating and interpreting operational reports. Covers incident summaries, activity logs, compliance indicators, and exporting data.

The most common daily actions in Command Centre — checking alerts, reviewing overnight logs, finding a service user record, and raising an issue.

First login, navigating the People workspace, and understanding the structure of employee records and team visibility.

Creating and maintaining staff profiles — personal details, employment information, role history, and record management.

Uploading, managing, and tracking contracts and HR documents. Covers version history, expiry alerts, and staff acknowledgement workflows.

Logging training completions, setting renewal reminders, and maintaining a clear view of compliance status across your workforce.

Step-by-step guide to onboarding a new employee — creating their record, assigning a role, issuing documents, and completing the setup checklist.

Common HR tasks at a glance — adding a new starter, updating a record, logging a training completion, and checking compliance alerts.

An introduction to Halo Rota — navigating the scheduler, understanding the week view, and setting up your first rota.

Creating shifts, assigning staff, applying patterns, and publishing rotas so your team can see their schedules immediately.

How to handle last-minute absences, find available cover, reassign shifts, and keep the rota accurate when plans change.

How staff see their own rotas, set availability preferences, and what coordinators can see when planning across the team.

Setting up locations, shift types, role requirements, and notification rules. For Rota administrators and senior managers.

The fastest way to complete the most common tasks — adding a shift, swapping cover, publishing a week, and checking for gaps.

Navigating Halo Homes for the first time — adding your properties, understanding the location structure, and setting up your team's access.

Creating and managing property profiles — address details, property type, capacity, assigned staff, and associated documents.

Logging maintenance requests, tracking repair progress, assigning contractors, and closing out jobs with completion records.

Scheduling and recording property inspections — health and safety checks, fire safety, and routine visits — with sign-off and audit trail.

Monitoring compliance deadlines across your properties — certificates, servicing schedules, and regulatory requirements — with expiry alerts.

Fast access to common tasks — raising a maintenance job, logging an inspection, checking compliance status, and finding a property record.