Accessing Carer timesheet
To access the Timesheet for a specific carer, first click Staff drop down menu. Now either click the 'List' menu or find the member through 'Teams' and click on the name of the staff member's name you would like to view.
You can now see an additional menu labelled as the staff name you are viewing under the 'Staff' drop down menu. Click on the subheading labelled 'Timesheet'.
Alternatively if you are on the staff 'Details' page you can click 'Manage' drop down menu in the top right hand corner and then click 'Timesheet'.
Verify Staff Timesheet
Once you have found the appropriate staff member. To verify and approve shifts, first confirm your pay-run period by adjusting Date Range by clicking the Date Box. You will now see an overview of all their shifts for that time period.
Under the column labelled 'Status', you will see an option to click on the Tick or Cross mark.
You will also notice at the top of the page helpful information on the various totals. See below image.
Approve a Shift
To Approve a shift click the Tick mark. It will change from a Tick to a Thumbs Up. The system will also confirm with a notification up the top. This now mean the shift has been verified and approved.
Note: hovering your cursor over the icons will tell you which action is about to be performed.
Reject a Shift
If you decide to Reject a shift, click on the Cross icon, and you will see a pop-up box where you can enter a reason for rejecting the shift. Click the Confirm button to finalise. This 'reason for rejecting the shift' is then sent to the staff member so they can respond if further discussion is required.
If you wish to undo an approved/rejected shift, you can do so by clicking on blue Undo Icon that appears once you have verified shifts. That shift is now unverified and you can complete the above steps again.
Verify All Shifts
If you wish to verify all shifts at once under that date range, click on the ‘Verify All’ button and you will see a drop down menu option, select Approve All or Reject All.
Print and Download Timesheet
If you wish to download a Timesheet, click on Download Icon, this will Download in CSV format. To print a Timesheet, click on Print Icon, you will see a window with further options, such as 'save to PDF'. These are located next to the Verify All button show here.
Filter by Area
At the top right of the page you will see the drop down menu 'Filter By'.
Click on this label to select an Area to filter by. These are set up by you to enable grouping by a certain criteria.
Note: You can only filter one area at a time.