e-Tools Staff Records Management

Manage staff records & staff scheduling with ease


e-Tools Staff Records Management

The Quality Standards require an organisation to employ skilled and qualified staff to deliver safe, respectful and quality care services. eSRM is a must to maintain relevant, up-to-date residential and community care staff records to meet this requirement.

eSRM acts as a storage hub with an all-important tracking system for essential records incl. skills, qualifications, training, vaccinations and police check certificates.

eSRM records are used for Staff Scheduling in Home Care & NDIS, making eSRM a powerful application that can help enhance your service delivery and outcomes. A NEW Push Notifications System will provide a less stressful way to respond to urgent scheduling changes.



Features and Benefits

Store Records in One Place
  • Organise staff records in a central location so you never lose track.
  • Upload & store documents.
Capture Staff Details & Key Data
  • Vaccinations
  • Skills and Qualifications
  • Training
  • Police Checks
Custom Fields to Cater for COVID-19 etc.
  • Contains fields you can customise to record staff related COVID-19 requirements or other information specific to your organisation.
Schedule Staff Training & Record CPD Points
  • Set training or meeting events for your staff members in the Appointments section.
  • Record CPD Points for each training session.
  • Event appointments display in the Tasking calendar of eSRM and the eWorkforce/eConsumer Mobile Apps.
Track Expiring Records & Renewals
  • Important feature that enables you to set automatic renewal notifications.
  • Ability to adjust the expiry or validity period.
Run Reports to Stay on Track
  • Generate reports easily on staff Skills and Qualifications, Training, Vaccination, Police Checks and Leave.

Contact us to explore this powerful solution

Staff Scheduling 

For Home Care and NDIS Providers

eSRM has a Staff Scheduling function linked to our Home Care software, NDIS software and Mobile Apps. Powered by staff details in eSRM and client service data from eHCP/eHSP/eNDIS, providers have a coordinated approach for assigning staff to meet client services.

  • Assign tasks based on appropriate staff qualifications & availability.
  • Reschedule changes quickly to meet client requirements.
  • Allow staff to accept shifts promptly.
  • Send push notifications to staff about scheduling updates – prominent alerts with boosted prominence that appear on staff mobile device.
  • Manage recurring shifts/tasks easily to save time.

Scheduled services are displayed on Mobile Apps for staff and clients.



Geo Location Feature

  • Provides managers with service staff sign off location information.
  • Used in conjunction with the eWorkforce Mobile Application, real-time data is obtained from a mobile device, to inform managers of any variance to a staff member’s safe sign off diameter.
  • A useful feature that will also be relevant for auditing purposes.


Mobile Apps

For Staff and Consumers

Scheduled service details can be accessed via our Mobile Apps on any smart device, anytime, anywhere. Improve outcomes for your CHSP, HCP and NDIS clients.

  • eWorkforce Mobile App for staff provides access to scheduled services & client data on the move.
  • eConsumer Mobile App for clients opens a communication portal between you, your clients & their families. Share service appointments & enable clients to participate in their service delivery.

Our Mobile Apps help you meet your provider responsibilities and set you apart from other service providers to be best in class!


More on e-Tools Mobile Apps


Notifications System – NEW!

Push Notifications, High Priority Messaging & Job Broadcast System
  • Enables managers to inform service staff of scheduling updates made in eSRM using push notifications on staff mobile devices.
  • Staff receive notifications via the eWorkforce Mobile App.
  • Notifications appear on main screen, without having to open the app.
  • High Priority messages for updates of a more important nature are sent with boosted prominence. Staff tap to indicate they have seen the message.
  • Job Broadcast messages announce urgent assignments, providing staff the ability to accept appointments instantly.
  • Allows quick response to service cancellations or changes – helps with compliance & risk mitigation in meeting client services.
  • Save time spent on follow-up phone calls or messages between manager & staff.





eSRM Connections

Our applications work independently, but where common data is shared, applications connect for increased efficiencies.

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  • e-tools-national-disability-insurance-scheme
  • e-tools-home-support-programme
  • e-tools-home-care-package
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Experience how our apps can help you. Learn more via an obligation-free demo.

Request a demo