Admin users can use the ShiftCare app to view and manage shifts, staff, clients, and timesheets on the go. This allows admins to stay connected and manage operations efficiently, even when they're away from the office.

This guide includes

To access the admin section of the ShiftCare app, open the sidebar menu and tap 'Admin'.

This menu is only visible to users with the Admin role. At the bottom of the screen, you'll see these tabs:

From the Scheduler page, admin users can use the mobile app to manage shifts just like they do on the web version.

Here, you'll see an overview of upcoming shifts for the next few days and their status.

To change the timeline, tap the left or right arrows or the calendar icon. Tap 'Today' to return to the current day’s schedule.

Tap the three vertical dots to customise which details appear on the shift cards.

You can also switch between Client View and Staff View to adjust how shifts are displayed.

Tap 'Filters' to refine what shifts are displayed. You can filter by:

Tap on a shift to view or edit its details.

Click the gear icon (more actions) to advertise the shift, approve the timesheet, copy the shift, etc.

You can add new shifts and publish existing ones directly from the Scheduler tab.

To publish all unpublished shifts for the timeline, click the blue 'Publish' button and confirm the action.

To publish an individual shift, select the shift and click the blue arrow button. Confirm the action.

The Staff page is a mobile version of the web staff list. Here, you can see details for each staff member on your account.

You can search for specific staff members by filling out the Search Staff bar. You can also filter based on Status (Awaiting Response, Pending Review, Active, No Access), Document Attached (Yes or No), and the staff member's Start or End date.

Click 'Advanced Search' to open a more detailed filter/criteria menu, including options to filter by gender, teams, age, languages spoken, etc.

Click on a staff member's name to open their details page.

Similar to the web version, tap 'Edit' in the appropriate sections to change/add information on the staff member.

In the Staff page, click on several staff members' cards to select them (blue checks will appear beside their names), then tap 'Bulk Update'. You can mark all selected staff as Active, resend onboarding emails, etc.

The Clients page works the same way as the staff list page. Here, you can see a list of all the clients in your account, including their essential details.

You can search for specific clients by filling out the Search Client bar and filter based on Age (Adults, Children, All) or Status (Prospect, Active, Inactive, All). Click 'Bulk Email/SMS' to send messages in bulk.

Click on a client's name to open their details page.

Similar to the web version, you can edit/add information to the client's account here. You can also see the Care Plan, Goals, and click on 'More' to access Medication Plans and Tasks associated with the client.

In the Clients page, click on several clients' cards to select them (blue checks will appear beside their names), then tap 'Bulk Action'. You can add or remove forms and toggle notifications on or off here.

Click the 'More' tab to access the staff Timesheet Report.

Here, you can see a broad overview of staff members' timesheets. Click the 'Period' dropdown menu to filter the report by time period (This week, Last week, Next week, or Custom date). You can also filter by shift type, staff member, or team.

Click on the boxed number on the right to see how many shifts still need to be approved for that staff member.

For further assistance with Using the Mobile App as an Admin, please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.