Used to pre-fill the HMRC starter checklist. If left blank, the candidate can provide it when they complete the checklist.

Adding a staff member creates an active staff account at this care home, for someone who already works here or is joining as staff. They are only emailed a set-password invite if you ask for one; you can invite (or re-invite) them later from the staff list.

Recruiting an applicant? Add them as a candidate instead, so they get a secure pre-employment portal to upload their own documents. Adding a staff member does not create a candidate portal.

External users receive read-only access to Trine. This account is not an employment, Agency Staff, contractor, or compliance record.

Organisation + role are free-text labels (role is display only — it is not an access role). Access ends is when this person’s access to this care home ends.

Used to pre-fill the HMRC starter checklist. Can be added or changed later from the staff record.

1. Download the staff template. Fill one row per existing staff member.
   Download staff template
2. Upload the completed workbook and preview the impact before anything is created.
   Choose file No file chosen Preview import

Choose the new date by which the candidate must accept or decline. Their existing portal link stays valid, and we email them that the deadline has moved. The candidate stays in Offer made.

This will remove this person from Active staff at this care home and create a candidate record so they can complete the candidate portal. Use this only if they were added as staff by mistake.

If they also work at other care homes, only their role at this care home is moved. Their user account, uploaded documents and audit history are kept, and their onboarding documents move with them to the candidate record.

1. Download the import template. Fill the Action Plans sheet (one row per action), and optionally the Allocations sheet to assign people by email or role.
   Download import template
2. Choose where rows go. By default each row goes to the list named in its own List column — if that list doesn't exist yet it's created (you'll see it in the preview, so you can catch a typo). Or pick one list below to send every row there instead. (The Ref column is pre-filled and only used to attach people on the Allocations sheet; you don't need to change it.)
   Destination
3. Upload the completed workbook and preview the impact before anything is created.
   Choose file No file chosen Preview import

Choose a format and what to include. Completed plans appear at the bottom, and attachment files stay in the app (only their details are exported).

PDF and CSV produce one flat table of the selected plans (no per-list tabs, comments or attachment sheets).

A dated state change. The current allocation closes on this date, a new one starts the same day. Use Correct error on a row instead if you're fixing a typo.

A dated change applied to every selected resident — each one's current allocation closes on this date and a new one starts the same day, keeping their existing room. Leave a field on No change / blank to keep it as-is. Local Authority funding changes must be done per resident (they need each resident's LA).

1. Download the empty-beds workbook. It lists one row per currently-empty bed.
   Download empty-beds workbook
2. Fill in the resident details next to each empty room, then upload the completed workbook.
   Choose file No file chosen Preview

Accepting this enquiry will add the resident to the TCI list at the admission date below. You can adjust the date if the family has confirmed a different one.

Copy this link and send it to the supervisee via your preferred channel (email, WhatsApp, in-person). The link works without login.