How ClearDesk Streamlined Recruiting & Scheduling for Home Care

Client Overview

Home Instead, one of the largest senior care organizations in the world with over 1,200 offices, is no stranger to industry-wide challenges like recruiting and scheduling caregivers. For one California franchise, these challenges intensified as the business grew, prompting the owner to seek ClearDesk’s support.

Challenges

The Home Instead franchise faced two urgent issues:

1. Recruiting Qualified Caregivers
The demand for caregivers outpaced what the Human Resources Manager could handle alone, creating bottlenecks in the recruitment pipeline.

2. Scheduling Caregivers Effectively
Real-time scheduling, especially after-hours, was straining the scheduler, who had to remain on-call most days. This led to inefficiencies in assigning the right caregiver to each client.

Approach

ClearDesk partnered with the franchise to address both challenges by assigning specialized remote team members to each area of need: recruiting and scheduling.

Step 1: Role Criteria & Training Program

• Collaborated with the franchise to define role profiles for a recruiter and a scheduler.

• Built a custom training program covering Home Instead’s tools, systems, and terminology.

Step 2: Hiring & Onboarding

• Within eight business days, ClearDesk recruited two remote team members: Marian (Recruiter) and Roanne (Scheduler).

• Both completed ClearDesk’s Strong Start Program and Home Instead’s custom training.

• Within two weeks, they were fully onboarded and ready to support the team.

The ClearDesk Match

Marian – Remote Recruiter

• Experienced in HR and customer relations

• Built relationships with candidates and developed recruiting trackers

• Created full visibility into the recruitment pipeline

• Relieved strain on the HR Manager

• 7 outstanding caregivers successfully onboarded in just 2 months

Roanne – Remote Scheduler

• 10+ years of project management experience

• Quickly mastered ClearCare (now WellSky)

• Streamlined scheduling processes alongside the existing scheduler

• Scheduled 100% of shifts in advance, improving caregiver consistency

• Expanded on-call support to accommodate urgent client needs

Results

With ClearDesk’s support, the Home Instead franchise achieved measurable improvements:

• 7 new caregivers onboarded in just 2 months

• 100% shift coverage, scheduled in advance

• Reduced HR strain with a streamlined recruitment process

• Improved caregiver consistency for seniors and families

• Expanded client support with after-hours scheduling coverage

Impact

By providing skilled remote talent, ClearDesk helped this Home Instead franchise resolve two of the most pressing challenges in senior care: recruiting and scheduling. The result was a more efficient operation, happier staff, and a higher quality of care for seniors and their families.