Teams is a feature designed for clients who prefer specific care workers or require carers with particular qualifications relevant to their needs. These preferred or qualified carers can be grouped into a Team and attached to the client’s profile.

For office staff, this makes the rostering process more efficient. When creating a shift, you can filter available staff members by team.

This feature is especially useful for ShiftCare Connect clients, as it allows them to view and request their favourite carers directly through their Connect account. While office staff can assign teams to client profiles, another purpose of this feature is to streamline carer selection for Connect customers requesting services.

To create a new team, navigate to Staff > Teams > New from the sidebar menu. For a more detailed list of instructions, please refer to this article.

You can attach an existing team to a client's profile, or create a new team within the client's Details page.

To attach an existing team, open the chosen client's Details page and navigate to the Teams section. Click the 'Edit' button in the upper right corner of the section.

Click on the Team dropdown menu and choose the team you want to attach. You can select more than one team.
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Don't forget to click 'Update' after finalising your selection. Once updated, the team/s will appear on the client's profile page.

Alternatively, you can also create a new team directly from the client's details page. To do this, navigate to the Teams section and click the green '+Create Team' button.

Give the new team a name and select staff members and clients from the 'Search Staff' and 'Search Clients' dropdown menus, respectively. Click 'Save' after the necessary changes have been made.

The new team will now appear on the client's profile page.

For further assistance with Attaching Teams to Clients, please contact our Support team using online chat when you're logged into ShiftCare, or email our Support team at support@shiftcare.com.