You can send rosters to staff and clients via their shift breakdown page by saving their shift breakdown in a PDF or Excel format and attaching it via email. In this instance we will go through how to send rosters to clients.
PDF - shift listing
From the client's details page, click on the Manage button on the right-hand-side.
Here there is an option to Print Roster.
This provides a monthly printout of the shifts.
PDF - billing report
Let's first access client profile and you can go there by Choosing Client Menu from (left hand side) and then choose List:
Select the client you wish to send the roster to. Selecting a client will open up their profile, from here navigate to the left main menu and under the client's name click on billing report. This will direct you to the client's billing report view.
On the bottom right of the page are three icons, select the printer icon.
This will open up the printer information dialogue, in the printer display select save. This will prompt you to save the document onto your desktop (or chosen file location). From here you can attach the document in an email to the client.
Note: You can choose share icon, (next to printer) to share directly from ShiftCare as well.
Export the billing report as an Excel document by selecting the document export icon.
This will immediately download the billing report in an Excel document.
Once exported, you can save the Excel time sheet and attach it when sending the client's roster via email.