FAQs

Frequently Asked Questions

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44 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 1 other

How to add a new category or type

Expand the options for Client document categories, Carer competency & qualification categories, Report headings, Shift types, Client types

Written by Ian Deshays
Updated over a week ago

Why can't I set an expiry date or category on an uploaded document?

Allowed document file types: .pdf .docx .doc .jpg .png Expiry, Category and visibility can be set for PDF and Word files only

Written by Cécile Caminade
Updated over a week ago

How to turn off ShiftCare notifications

Office users - Admin, Coordinator & HR roles can subscribe or turn off email notification for shift events

Written by Gaurav Cheema
Updated over a week ago

Add additional public holidays in account settings

Additional public holiday dates can be added in account settings. Common holidays are set up already.

Written by Cécile Caminade
Updated over a week ago

As an office staff how can I access ShiftCare on the go?

Office staff can easily access ShiftCare on the go from any internet connected device - laptop, tablet, iPad or smartphone

Written by Gaurav Cheema
Updated over a week ago

Which browser and operating system is compatible with ShiftCare?

Browser and OS compatibility

Written by Gaurav Cheema
Updated over a week ago

How do I logout?

Logout from ShiftCare admin account

Written by Gaurav Cheema
Updated over a week ago

I am not receiving change password email?

Not receiving change password email

Written by Gaurav Cheema
Updated over a week ago

Does ShiftCare support daylight saving changes?

Daylight saving

Written by Gaurav Cheema
Updated over a week ago

How to filter ShiftCare email notifications?

Email rules to filter out ShiftCare notifications

Written by Gaurav Cheema
Updated over a week ago

Saving ShiftCare view to pdf on your desktop

Written by Gaurav Cheema
Updated over a week ago

Scheduling

How to add NDIS 2020 Prices

How do I add the new DECEMBER 1 2020 prices from NDIS

Written by Cécile Caminade
Updated over a week ago

Cancel or rebook a shift

How to cancel a shift in scheduler or rebook a cancelled shift with the More options button

Written by Cécile Caminade
Updated over a week ago

Why can't I edit a shift?

You cannot edit a shift if it has been invoiced or cancelled.

Written by Gaurav Cheema
Updated over a week ago

How to update staff attendance within a particular shift?

Written by Gaurav Cheema
Updated over a week ago

Why is shift time different on carer or client roster/calendar

Shift time vs. carer or client roster

Written by Gaurav Cheema
Updated over a week ago

Why am I getting Validation Failed when editing program?

Written by Gaurav Cheema
Updated over a week ago

I keep getting error message that program cannot be edited containing invoiced or cancelled shifts.

Written by Gaurav Cheema
Updated over a week ago

If carer calls in sick, how can I re-assign shift?

Replacing a carer on shift in scheduler. Drag and drop or edit.

Written by Gaurav Cheema
Updated over a week ago

Why is Override Award not used for Timesheet when Override Hours is also used in Allowances

Why is override award not used in Timesheet when override hours allowance is chosen

Written by Gaurav Cheema
Updated over a week ago

How to back date a shift?

(Deprecated) Ability to back date shifts is always useful, in this article you will learn to back date shifts

Written by Gaurav Cheema
Updated over a week ago

Carers

Archive or Unarchive a carer or staff

How to archive and unarchive a carer or staff member and common issues that prevent it

Written by Cécile Caminade
Updated over a week ago

What happens if staff forgets to clockout?

How is timesheet impacted if Clockout is missing

Written by Gaurav Cheema
Updated over a week ago

Can carer change their personal details?

Updating your personal details

Written by Gaurav Cheema
Updated over a week ago

How do I know that carer or office user has accepted ShiftCare invitation?

Written by Gaurav Cheema
Updated over a week ago

Invoices

How do I send an invoice to someone other than a client's primary contact or carer?

Written by Gaurav Cheema
Updated over a week ago

Use Invoice summary for bookkeeping purposes?

Creating single journal entry in your accounting system based on invoices generated within ShiftCare.

Written by Gaurav Cheema
Updated over a week ago

How does tax inclusive and tax exclusive work?

Understanding taxes within ShiftCare

Written by Gaurav Cheema
Updated over a week ago

When paid invoice is shown as overdue/unpaid?

Adjust rounding threshold

Written by Gaurav Cheema
Updated over a week ago

How do I send invoice to multiple recipients

Send the same invoice to multiple contacts or emails so they all receive a copy of the invoice

Written by Gaurav Cheema
Updated over a week ago

What are my options when client does not receive Invoice email from ShiftCare?

When you email client an invoice from ShiftCare but they do not receive it

Written by Gaurav Cheema
Updated over a week ago

Email invoice

Invoice email status or who can email the invoice. What is reply to email for invoices

Written by Gaurav Cheema
Updated over a week ago

Clients

Edit, delete or replace notes and images placed in the notes

When a carer has added notes for a client admin users can edit the notes and change images

Written by Ian Deshays
Updated over a week ago

How do I upload documents?

Client document management

Written by Gaurav Cheema
Updated over a week ago

Why is shift highlighted in red on client billing report?

When shift is highlighted in red on client billing report

Written by Gaurav Cheema
Updated over a week ago

Share roster with Client

Share recurring service roster with your Clients

Written by Gaurav Cheema
Updated over a week ago

Unable to update client funds

Client funds management

Written by Gaurav Cheema
Updated over a week ago

Mobile App

How can I check version of ShiftCare App?

ShiftCare app version

Written by Gaurav Cheema
Updated over a week ago

Why are shifts showing up in different timezone?

Shifts in your app are probably showing up for a different timezone

Written by Andras Helyes
Updated over a week ago

How do I update ShiftCare App?

Updating your ShiftCare app

Written by Gaurav Cheema
Updated over a week ago

Subscription

Fix error message: Number of users can not be greater than max subscription limit.

Upgrade subscription to add more carers to your account

Written by Gaurav Cheema
Updated over a week ago

ShiftCare Connect

How do clients/members access ShiftCare connect?

Overview of how ShiftCare Connect looks for clients, their contacts or third parties to access the client's calendar

Written by Gaurav Cheema
Updated over a week ago

How can eligible members/clients request service?

Written by Gaurav Cheema
Updated over a week ago

How to accept client/member invite for ShiftCare Connect?

Written by Gaurav Cheema
Updated over a week ago