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Onboarding - Session 2 Guide: Rostering and SCHADs

This guide outlines Rostering and SCHADs functionality as part of our Onboarding Sessions.

Written by Dimas Triaji

Topics covered in this guide are:

Next guide:

Onboarding - Session 3 Guide: Timesheets and Invoicing.

Key topics:

1. Rostering

Watch this to get a head start on rostering: 📺 Scheduler Views and Features (~12 min)

Resources:

  1. Create a shift in scheduler

  2. Video: Creating a standard shift

  3. Video: Create a recurring shift

  4. Add unavailability through scheduler

  5. Marking unavailability via app

The resources cover the following topics:

  1. Basic shift creation

    1. Create shifts by clicking white boxes in the scheduler or using "Add Shift" button.

    2. Cover shift statuses and what they mean along with adding colour to the types.

    3. Use price books, shift types, and allowances to configure shifts.

    4. Utilise the copy function to quickly create similar shifts on different days.

    5. Recurring shifts:

      1. Leverage the repeat function for recurring shifts (e.g., every Monday for 6 months).

      2. Showcase weekly, fortnightly.

      3. Highlight how separate recurring shifts for the same client for different staff members. (As its challenging to change the staff member for the individual recurring shift).

      4. Outline the end timeline for the shift.

    6. Duplicate / copy shifts is a powerful tool. Useful when copying recurring shifts/instructions, etc.

      1. Noting this copies kilometers, etc.

      2. Worth checking the copied shift and altering any information.

    7. Multi-staff shifts:

      1. Add multiple staff members to a shift, adjusting ratios as needed.

    8. Multi-client shifts:

      1. Add additional clients to a single shift for shared support scenarios.

  2. Advanced shift creation

    1. SIL house:

      1. For invoicing create separate 24-hour invoicing shifts using a "no charge" price book for staff shifts.

    2. Sleepover shifts:

      1. Sleepover shifts require three separate shifts: before, during, and after the sleepover.

      2. Use custom "night rate" pay groups and price books to ensure correct pay rates and invoicing.

      3. Shifts before and after sleepovers must be paid at the night rate (15% loading).

  3. Unavailability:

    1. Adding unavailability via scheduler.

    2. Adding unavailability via app.

2. SCHADs Award Compliance

For those who the SCHADs industry award is applicable too, here are some helpful resources:

  1. SCHADS Award & HR Compliance webinar

  2. Video: How to Achieve 100% SCHADS Compliance with Pay Cat and ShiftCare

Next steps for your onboarding:

These are key steps prior to onboarding session 3:

  1. Complete staff rosters (either as draft or published status).

  2. Share / educate Staff on ShiftCare App: Getting Started Video

In your next session we will cover Timesheets and Invoicing.

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NA Onboarding - Session 1: Settings, Prices, Forms, Clients, Staff, and Scheduling Basics
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