Scheduling

Cover all shift knowledge from the basics in generating shifts to the advanced in managing attendance and shift costs.

23 articles in this collection
Written by Gaurav Cheema, Ian Deshays, Cécile Caminade and 1 other

Disable/hide colour tags in Scheduler

Find out how to minimise the visibility of the colour tags on the scheduler screen

Written by Andrew Lee
Updated over a week ago

MMM and Provider Travel

The MMM classifies metropolitan, regional, rural and remote areas according to geographical remoteness and is used to determine travel costs

Written by Andrew Lee
Updated over a week ago

How to modify a recurring shift

There may be a requirement to change the pattern of a recurring shift. In this article we’ll show you how to achieve the required result.

Written by Andrew Lee
Updated over a week ago

Change time increments when scheduling

An account setting controls whether you can set the shift to 15, 5 or 1 minute timeslots

Written by Ian Deshays
Updated over a week ago

Extend a recurring shift end date

Change the end date of a recurring shift to extend the program end date

Written by Ian Deshays
Updated over a week ago

Copy shift details to a new shift

Copy and paste shift details. When creating a new shift, copy the details from a previous shift to the new one

Written by Ian Deshays
Updated over a week ago

Break time explained

This article explains the impact of adding break time to a shift which can be added in Advanced edit mode

Written by Ian Deshays
Updated over a week ago

Understanding shift locations

Understanding Shift address or drop-off address/second address as well as difference between them within ShiftCare

Written by Gaurav Cheema
Updated over a week ago

Cancel shift workflow and rebook a cancelled shift

How to cancel a shift without charging client or charge client late cancellation fee. Rebook a cancelled shift.

Written by Gaurav Cheema
Updated over a week ago

How to roster a sleepover or 24 hour shift

How to roster and set up shift type sleepover or night shift, set up allowance and pay group, and roster in scheduler correctly.

Written by Cécile Caminade
Updated over a week ago

How to set up a group shift or program

A guide to show how to set up a shift through advanced edit with multiple clients and/or carers for a group roster or program

Written by Cécile Caminade
Updated over a week ago

Split shift through advanced edit - charge different rates for the same shift

Use advanced edit function, to charge different prices for the same shift - split a client roster to enable different pricing

Written by Cécile Caminade
Updated over a week ago

Scheduler - edit shift

Edit time, date, client or carer, shift type, price book, notify staff. Advanced: multiple client/carer, KMs travelled, allowances, split.

Written by Cécile Caminade
Updated over a week ago

Scheduler - recurring shift edit, cancel, delete, rebook

Here's some tips on how to edit recurring shifts and how to cancel/re-book multiple recurring shifts.

Written by Cécile Caminade
Updated over a week ago

Scheduler - interface and navigation

A walk-through guide on using the new scheduler interface. How to change view, adjust shifts, create a new shift, expand all, staff order.

Written by Cécile Caminade
Updated over a week ago

Scheduler - Add progress notes to a shift

A guide to explain process of entering care notes through Scheduler

Written by Ian Deshays
Updated over a week ago

Shift Types - Night Shift or Sleepover

How to set up overnight, sleepover or night shift? Getting error: Start time cannot be later than end time

Written by Ian Deshays
Updated over a week ago

Recurring shifts or roster

A detailed look at how to create a recurring shift in the Scheduler Interface.

Written by Cécile Caminade
Updated over a week ago

Advertise shift

You can use this feature to send an SMS to individuals or teams regarding an available shift.

Written by Cécile Caminade
Updated over a week ago

Shift types - explanation and how to add new shift types

Seperate out different shifts based on services, attributes or any other category

Written by Gaurav Cheema
Updated over a week ago

Identify pending shift reason

How to identify and resolve the cause that a shift is flagged pending. Marked with a red bar in scheduler.

Written by Cécile Caminade
Updated over a week ago

Rostering day program, SIL house, STA or accommodation

24 hour care, group homes, SIL houses or client accomodation roster

Written by Ian Deshays
Updated over a week ago

Kiosk mode

User role which provides a high-level calendar view of the shifts

Written by Ian Deshays
Updated over a week ago