Creating a Shift

Overview

Before creating shifts ensure that you have added staff, client data, Areas and Rates into ShiftCare. These are crucial details required when generating shifts. Rates are only applicable if your ShiftCare subscription allows Rate allocation. 

Generating shifts

You can create shifts from two locations in ShiftCare:

1. Dashboard

2. Areas

Dashboard

To generate shifts from the Dashboard, navigate to the Dashboard tab in the main menu.

This will direct you to the Dashboard page. From the Dashboard select the Add Shift button located at the top right of the Dashboard calendar. 

Once you've selected the add shift button, a dialogue box will appear with the options to enter the shift name and select the Area to which the shift is to be assigned.

When selecting an Area you can click on the arrow to bring up the drop down menu with all your Area options.

Once a you've entered the shift name and allocated shift area, click create at the bottom right of the dialogue box.

After selecting create, you will be redirected to the shift information page. Here you can enter all the details of the shift in each of the fields provided. 

Area

To create a shift from Areas tab in the main menu. 

Select the are you wish to create a shift for as this will direct you to the dashboard view for the specified area.

Repeat the same process as done for Dashboard by selecting add shift at the top right of the calendar view. This will open up a dialogue box requesting only to enter the Shift name (we recommend using the client's name, however if this up to the rosterer). 

Once the shift name has been entered, click create at the bottom of the dialogue box and this will direct you to the same shift information page as done in the Dashboard method.