Manage carers & office users

The complete Admin's guide for managing all carer and office user information and credentials.

31 articles in this collection
Written by Ian Deshays and Andrew

Add unavailability through Scheduler

As an office user / admin adding or decline unavailable time booked

Written by Ian Deshays
Updated over a week ago

Notify Attendance Approval - Staff details settings

What does the Notify Attendance Approval setting do on the staff (carer role) details page control

Written by Ian Deshays
Updated over a week ago

Verify Carer Attendance

How to verify carer attendance on a shift in scheduler

Written by Ian Deshays
Updated over a week ago

Roles

There are different roles users can have in ShiftCare depending on their access requirements.

Written by Ian Deshays
Updated over a week ago

Upload forms, policies & procedures for easy access for carers

Through the app carers can access policies & procedures within Document Hub

Written by Ian Deshays
Updated over a week ago

Create "No Access" Carer

A guide on how to create "No Access" carers i.e. they won't count towards subscriber fees.

Written by Ian Deshays
Updated over a week ago

Resend invitation to carer

Re send invite to carer to join ShiftCare

Written by Ian Deshays
Updated over a week ago

How to invite carers to use ShiftCare

An overview of how to send carers an invitation link to use ShiftCare as part of your organisation.

Written by Ian Deshays
Updated over a week ago

A complete guide to managing carers & office users

A walk-through guide to add/manage staff, carers/office users, profiles, how to create admin or office user. Edit settings or documents.

Written by Ian Deshays
Updated over a week ago

Re-invite carer/staff to ShiftCare or getting token invalid error?

If new staff member are getting token invalid error, follow this article to re-send the invite and rectify the problem

Written by Ian Deshays
Updated over a week ago

Carer timesheets

How to access, view, verify carer timesheets. Print, download and approve or reject all.

Written by Ian Deshays
Updated over a week ago

Carer communications

ShiftCare offers the opportunity to email or SMS staff from within the application.

Written by Ian Deshays
Updated over a week ago

Managing carer documents

A guide outlining steps to upload carer certifications, compliance & qualifications with expiry dates.

Written by Ian Deshays
Updated over a week ago

Staff access on app to view their documents

Staff can view their certificates and other documents through the app, this article shows you how to enable access to the documents

Written by Ian Deshays
Updated over a week ago

Teams

Manage teams to group staff into various teams. Teams can be based on skill, client experience, location and so on. Simply drag and drop.

Written by Ian Deshays
Updated over a week ago

Attendance threshold

Manage clockin and clockout thresholds for your carers or care workers

Written by Ian Deshays
Updated over a week ago

Exporting Verified Timesheets for Payroll Processing

Written by Ian Deshays
Updated over a week ago

Exporting Timesheet to KeyPay / Quickbooks Payroll

Sending timesheet information from ShiftCare to KeyPay or Quickbooks

Written by Ian Deshays
Updated over a week ago

Exporting Timesheet for MYOB Payroll Processing

Written by Ian Deshays
Updated over a week ago

Trouble Shooting

Error: Failed to load PDF document

Trying to access staff or client documents and getting an error

Written by Ian Deshays
Updated over a week ago

Notify messages - notify worker a shift has been assigned

What happens when the Notify option is selected for a staff memeber in the Carer section

Written by Ian Deshays
Updated over a week ago

Use the same email address for two service providers

You may work for two different providers and both may use ShiftCare. You can use the same email address by modifying your second login email

Written by Andrew
Updated over a week ago

Remove photo from Client or Staff Profile

Return staff or client profile pictures to the default image

Written by Andrew
Updated over a week ago

Reset password for your staff

Reset password for your carers or office staff

Written by Ian Deshays
Updated over a week ago

How can I add carer who already exists in ShiftCare?

Email already taken error while adding new staff. How to add carer to your account that has an existing account within ShiftCare?

Written by Ian Deshays
Updated over a week ago

Why staff cannot clockin/clockout?

Troubleshooting advice on why a worker might be having trouble with the app when starting or ending a shift

Written by Ian Deshays
Updated over a week ago

What happens when I tick "Confirmation Required" while adding the shift/program?

Staff can accept or decline a shift when you enable the Confirmation required option

Written by Ian Deshays
Updated over a week ago

How can I search staff based on selected criteria?

Written by Ian Deshays
Updated over a week ago

MYOB timesheet import error report

Written by Ian Deshays
Updated over a week ago

Why is staff in orange and shift is pending?

Written by Ian Deshays
Updated over a week ago

How can I add staff without sending ShiftCare account invite?

When you don't wish to send an invite to the staff until you are fully ready.

Written by Ian Deshays
Updated over a week ago