> ## Documentation Index
> Fetch the complete documentation index at: https://help.visualcare.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a worker profile

> How to add a new worker to Visualcare and populate their profile with personal and employment details

A worker profile stores all the key information about a team member, from personal details to compliance items, pay rates, and availability. Every worker in your organisation needs a profile before they appear in rostering or receive access to mobile apps.

## What you'll need

* Access to the **Workers** module in VCore
* The worker's first and last name (at minimum)

## Instructions

<Steps>
  <Step title="Open the worker list">
    Go to **Workers** → **Profile** to open the worker list. You'll see all current workers listed here.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140994-0.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=722b580b20fe9aad16e3dad27a8f3e5c" alt="Worker list view" width="450" height="168" data-path="images/worker-management/creating-a-worker-profile/image-1761890140994-0.png" />

    <Tip>Use the **Search** box in the top left corner to quickly find an existing worker by name, or search by specific fields such as first name and last name.</Tip>
  </Step>

  <Step title="Add a new worker">
    Click **Add Worker** at the top of the list.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140995-4.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=36b633f24cff951435d3c1e1e79fde53" alt="Add worker button" width="395" height="167" data-path="images/worker-management/creating-a-worker-profile/image-1761890140995-4.png" />

    Enter the worker's first and last name, then click **Create**.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140995-5.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=32451d9f731a01b0f3746dbe8e2464ef" alt="Enter worker name dialog" width="301" height="235" data-path="images/worker-management/creating-a-worker-profile/image-1761890140995-5.png" />
  </Step>

  <Step title="Complete the profile header">
    The worker profile opens with tabs and basic information at the top of the screen, along with additional tabs and more detailed subsections at the bottom.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140973-0.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=2c027d825ebed75f3de2447045315574" alt="Worker profile overview" width="1895" height="882" data-path="images/worker-management/creating-a-worker-profile/image-1761890140973-0.png" />

    To add or edit information, click in the field to type or select from the drop-down, then click **Save**. The page prompts you with a pop-up if you try to leave without saving.

    Some profile fields are customisable for your organisation:

    * **Areas** - configured in **Maintenance** → **Areas**
    * **Divisions** - configured in **Maintenance** → **Divisions**
    * **Groups** - configured in **Maintenance** → **Groups**
    * **Payers** - configured in **Maintenance** → **Payers**
  </Step>

  <Step title="Fill in general details">
    Open the **Details** tab to enter the worker's general information such as address, languages, and allergies.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140861-0.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=e620f8b1ecc0593b2222e14e2a4a52a3" alt="General details section" width="1860" height="633" data-path="images/worker-management/creating-a-worker-profile/image-1761890140861-0.png" />
  </Step>

  <Step title="Add next of kin">
    In the **Next of Kin** section, enter contact details for up to two next of kin contacts.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140863-1.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=57a2722f9e4cf7abe15b68b620301d57" alt="Next of kin section" width="1860" height="633" data-path="images/worker-management/creating-a-worker-profile/image-1761890140863-1.png" />
  </Step>

  <Step title="Enter driver's licence details">
    If the worker holds a driver's licence, tick **Drivers Licence** and enter the relevant details.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140864-2.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=c5fa613de8fc7842889ecb09e144437d" alt="Driver's licence section" width="1860" height="633" data-path="images/worker-management/creating-a-worker-profile/image-1761890140864-2.png" />
  </Step>

  <Step title="Add NDIS clearance details">
    Enter the worker's National Disability Insurance Scheme (NDIS) clearance details.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140866-3.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=9164f66c9752b3139c2d01a781af9961" alt="NDIS clearance section" width="1860" height="633" data-path="images/worker-management/creating-a-worker-profile/image-1761890140866-3.png" />
  </Step>

  <Step title="Enter vehicle and insurance details">
    If applicable, fill in the worker's vehicle insurance details (policy number and insurance type) and vehicle details (including registration number).

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140866-4.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=dc01ee4b091875a909ac8cf015bde54c" alt="Vehicle insurance details" width="439" height="355" data-path="images/worker-management/creating-a-worker-profile/image-1761890140866-4.png" />

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140866-5.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=2128a111c52f31e1264cbb7fb1f9d1d7" alt="Vehicle details" width="442" height="842" data-path="images/worker-management/creating-a-worker-profile/image-1761890140866-5.png" />
  </Step>

  <Step title="Add auditor details (if applicable)">
    Enter auditor details including name and date where relevant.

    <img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140866-6.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=b63c8af6dc03982b4003d5ce2febc36d" alt="Auditor details section" width="443" height="356" data-path="images/worker-management/creating-a-worker-profile/image-1761890140866-6.png" />
  </Step>

  <Step title="Save the profile">
    Click **Save** at the top of the profile to save all changes. Continue populating the remaining tabs (skills, training, compliance, finance, and so on) as needed.
  </Step>
</Steps>

## Worker type, role, and employment type

Three fields on the worker profile serve different purposes:

| Field               | Customisable?                                          | Notes                                                                    |
| ------------------- | ------------------------------------------------------ | ------------------------------------------------------------------------ |
| **Worker Type**     | No - values are fixed and cannot be changed by clients | Adding new Worker Type values requires a developer request to Visualcare |
| **Role**            | Yes - your organisation can edit the available options | Configured in the worker profile                                         |
| **Employment Type** | Yes - free text field                                  | Enter any value that suits your organisation                             |

## Customising the worker list

You have several options for customising how the worker list displays.

### Column chooser

Click the **column chooser** icon in the top right corner to add additional headings to the worker list.

<img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140994-1.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=6035c0b22095e88b78a06dad3017c004" alt="Column chooser icon" width="759" height="191" data-path="images/worker-management/creating-a-worker-profile/image-1761890140994-1.png" />

Drag additional headers into the header row. Change the sequence of columns by dragging and dropping headings.

<img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140994-2.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=d0c35f402c758433ce7b3b7159a9c012" alt="Dragging column headers" width="758" height="186" data-path="images/worker-management/creating-a-worker-profile/image-1761890140994-2.png" />

### Export to Excel

Export the worker list data to Excel by clicking the **Excel** icon.

<img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140995-3.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=07ac9b20aa57c470cbaaedf8ac9d9199" alt="Export to Excel icon" width="758" height="183" data-path="images/worker-management/creating-a-worker-profile/image-1761890140995-3.png" />

## Populating profiles via vOnboard

Worker details don't need to be entered manually. Workers complete their own details through the vOnboard portal.

To give a worker access to vOnboard, make sure their profile includes:

* **First Name**
* **Last Name**
* **Web Username**
* **Email**
* **Web Enabled** ticked
* **vOnboard Portal** ticked

Click **Send Login Details** to email an invite to the worker. They log in to the onboarding portal and fill in their information directly.

<img src="https://mintcdn.com/visualcare/wk90YguuoYDvLNCl/images/worker-management/creating-a-worker-profile/image-1761890140974-1.png?fit=max&auto=format&n=wk90YguuoYDvLNCl&q=85&s=e0598880e27c2cd282acf6bf54182c57" alt="vOnboard portal settings" width="1878" height="463" data-path="images/worker-management/creating-a-worker-profile/image-1761890140974-1.png" />

<Tip>The **Case Manager** assigned in the worker profile receives an email alert when the worker makes changes in the onboarding portal.</Tip>

## Running into issues?

See [Worker management troubleshooting](/troubleshooting/general) for common errors and fixes.

## Related articles

<CardGroup cols={2}>
  <Card title="Engagement details" icon="briefcase" href="/worker-management/engagement-details">
    Set up award details and employment information
  </Card>

  <Card title="Adding skills" icon="wand-magic-sparkles" href="/worker-management/adding-skills">
    Add skills to a worker profile
  </Card>

  <Card title="Pay rates" icon="dollar-sign" href="/worker-management/pay-rates">
    Configure bank details and pay rate levels
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  <Card title="vOnboard and Vworker access" icon="mobile" href="/worker-management/vonboard-and-vworker-access">
    Set up worker access to onboarding and mobile apps
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</CardGroup>
