Ending a working relationship

How do I create a process to let someone go? Open the person's profile on My Care Team, tap the Manage tab, then End the relationship. (On the Care Team page, a login's Manage menu opens the same form.) You never leave the profile: the person is already chosen, and when it is done the Manage tab says This relationship ended. You choose the last day and the app drafts a respectful, factual notice: shifts after the last day are released, the final invoice for hours through the last day should be sent in the app, what to bring back (keys, codes, badges), and a thank-you. It quotes the notice terms of the signed agreement when there is one. Your private reason is never part of the letter.

The professional sees a Your last day is banner on their dashboard with the notice behind Read the notice. House codes are revoked, the login's access ends on the last day, and the person moves to Former team on My Care Team. An emergency removal ends access at once.

Eligible for rehire? The form asks it every time, and you have to answer: Yes, No, or Only with review. With No or Only with review you also pick the reason (No-show or quit without notice, Conduct, Safety concern, Performance, or Other) and write why, under Why (private, never sent or shown to them). The answer is kept on the person, with your name and the date, and is never in the notice, any email, or anything the professional sees. For an agency, the answer is about the agency itself; its professionals keep their own records.

What it does. Not eligible for rehire puts a pill on the person in My Care Team and on their profile. In Candidates, anyone with the same login, email or phone carries a red banner, Not eligible for rehire, set by you on the date, see note, and Make the offer is closed. An invite from Add to your home team to that email or phone is refused with the same words, the Marketplace never shows that person to you or your requests to them, and an open shift here can't be taken by them. Only with review shows the banner, and the offer or invite goes out only after you type why you are going ahead; your reason is kept with the record. The person is never told why: they simply see nothing from your home.

A last day in the past. The last day they worked can be earlier than today: back to their first shift with you (one year back when there is none), and up to 60 days ahead. With a past day, their access ends as soon as you confirm, the shifts after that day go back to the open board now, and the hours they worked through that day stay payable. The notice speaks in the past (Your last day was …), and Send them the notice by email starts off, with the line They already left; usually no notice is needed. Tick it if you still want it sent. Left on is optional: the day they quit, resigned or were let go, which can be after the last day worked; it is kept on the rehire record, not in the notice.

Dictate instead of typing. The private reason, the notice and Why (private, never sent or shown to them) each have a microphone in the field's top-right corner. Tap it, speak, and tap it again to stop; your words are added to what is already there. Your browser turns the words into text; ExpressAgain never records or receives the audio, only the text you then save. If your browser can't do this, the microphone isn't shown.

Templates. Above the notice, Template starts on From the agreement (automatic), the letter drafted from your signed agreement. You can pick a built-in instead: No call / no show, Not a fit, Family's needs changed, Moving to an agency, or Ending on good terms, each a short, calm letter that names the professional, the patient by first name, the last day, the agreement's days of notice when it has them, the final invoice and what comes back; or Blank to write your own. Picking one fills the box (if you have already typed, the app asks first), and Back to the suggested wording returns to the automatic draft. If the automatic draft cannot be made or takes more than a few seconds, the box is filled with the closest built-in under the line We could not draft from the agreement; this is a template. Edit anything. The private reason is never part of any template.

Your own templates. Save as my template keeps the notice as you wrote it under a name you give it; the names and dates in it are swapped for placeholders ({{professional}}, {{patient}}, {{date}}, {{noticeDays}}, {{returnItems}}, {{family}}) so the next time you pick it under My templates in the Template list, the new person's name and date fill in. A line that uses {{noticeDays}} or {{returnItems}} is left out when there is nothing to fill it with. Manage my templates renames or deletes them. Templates belong to your home and are never shared with another family.

A sign-in that was already turned off. If you removed the person's access earlier (Remove access now), you can still end the relationship properly: the picker lists them with (sign-in off), the notice is drafted, and confirming sends the notice, releases shifts after the last day, asks for the final invoice and records it; the access step is simply skipped, and the note afterward says Done, their sign-in was already off.

The final invoice, W-9 and payment details, all at once. With Ask for the final invoice, W-9 and payment details (a link that works without signing in) ticked, a professional gets a wrap-up link made the moment you confirm: it goes in the notice email and the final-invoice request, and it opens one page, with no sign-in, where the professional adds their name, address, phone and email, fills out and signs the W-9, chooses how they get paid, and makes and sends their final invoice from their hours. It keeps working after their access ends, for 30 days. If you did not send the notice by email, the link is on the person's row below the form: Copy link or Email the link. Each row then carries a tracker, Details, W-9, Pay info and Invoice, each ✓ or waiting, read from the same place as the Someone leaving? panel on Invoices & Payments, with Email the link again, Copy link (a fresh link; the earlier one stops working) and Turn the link off. If you paid the person outside the app, tap Record an invoice I already paid on the row: the same form as on Invoices & Payments opens with the person already chosen, and the Invoice step then reads paid (recorded by you). An agency office login has no wrap-up page, so an agency is still asked for its final invoice by email and signs in to send it.

The note is a private business record. Write it factually. It is not a background check and is never shared with anyone outside the home or agency that wrote it.