Manage carers & office users

The complete Admin's guide for managing all carer and office user information and credentials.

Gaurav Cheema avatar Andras Helyes avatar Ian Deshays avatar +2
30 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 2 others

Add unavailability through Scheduler

As an office user / admin adding or decline unavailable time booked
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Notify Attendance Approval - Staff details settings

What does the Notify Attendance Approval setting do on the staff (carer role) details page control
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Verify carer attendance

How to verify carer attendance on a shift in scheduler
Cécile Caminade avatar
Written by Cécile Caminade
Updated over a week ago

Roles

There are different roles users can have in ShiftCare depending on their access requirements.
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Upload forms, policies & procedures for easy access for carers

Through the app carers can access policies & procedures within Document Hub
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Create "No Access" Carer

A guide on how to create "No Access" carers i.e. they won't count towards subscriber fees.
Cécile Caminade avatar
Written by Cécile Caminade
Updated over a week ago

Resend invitation to carer

Re send invite to carer to join ShiftCare
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

How to invite carers to use ShiftCare

An overview of how to send carers an invitation link to use ShiftCare as part of your organisation.
Cécile Caminade avatar
Written by Cécile Caminade
Updated over a week ago

A complete guide to manage carers & office users

A walk-through guide to add/manage staff, carer and office user, profiles, how to create admin or office user. Edit settings or documents.
Cécile Caminade avatar
Written by Cécile Caminade
Updated this week

Re-invite carer/staff to ShiftCare or getting token invalid error?

If new staff member are getting token invalid error, follow this article to re-send the invite and rectify the problem
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Carer timesheets

How to access, view, verify carer timesheets. Print, download and approve or reject all.
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated this week

Carer communications

ShiftCare offers the opportunity to email or SMS staff from within the application.
Andras Helyes avatar
Written by Andras Helyes
Updated this week

Managing carer documents

A guide outlining steps to upload carer certifications, compliance & qualifications with expiry dates.
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Staff access on app to view their documents

Staff can view their certificates and other documents through the app, this article shows you how to enable access to the documents
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Teams

Manage teams to group staff into various teams. Teams can be based on skill, client experience, location and so on. Simply drag and drop.
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Attendance threshold

Manage clockin and clockout thresholds for your cares or care workers
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Exporting Verified Timesheets for Payroll Processing

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Exporting Timesheet to KeyPay / Quickbooks Payroll

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Exporting Timesheet for MYOB Payroll Processing

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago
Trouble Shooting

Notify messages - notify worker a shift has been assigned

What happens when the Notify option is selected for a staff memeber in the Carer section
Ian Deshays avatar
Written by Ian Deshays
Updated this week

Use the same email address for two service providers

You may work for two different providers and both may use ShiftCare. You can use the same email address by modifying your second login email
Andrew Lee avatar
Written by Andrew Lee
Updated over a week ago

Remove photo from Client or Staff Profile

Return staff or client profile pictures to the default image
Andrew Lee avatar
Written by Andrew Lee
Updated over a week ago

Reset password for your staff

Reset password for your carers or office staff
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

How can I add carer who already exists in ShiftCare?

Email already taken error while adding new staff. How to add carer to your account that has an existing account within ShiftCare?
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Why staff cannot clockin/clockout?

Troubleshooting advice on why a worker might be having trouble with the app when starting or ending a shift
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

What happens when I tick "Confirmation Required" while adding the shift/program?

Staff can accept or decline a shift when you enable the Confirmation required option
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

How can I search staff based on selected criteria?

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

MYOB timesheet import error report

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Why is staff in orange and shift is pending?

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

How can I add staff without sending ShiftCare account invite?

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago