Attaching Staff Segments to clients

Overview

Staff segments is a feature available for clients who have particular care-workers they prefer to work with or care-workers that have specific qualifications relevant to the client's shift requirements. Such staff can be segmented and then attached to the client's profile. For office staff, this will make the rostering process simpler in that when creating a shift you can choose to filter staff based on segments (further explained in this article under Filtering Staff by Segments).

This feature will particularly useful for ShiftCare connect customers who will have access to their favorite staff. While segments are available for office to attach to client profiles this feature is primarily to make it easier for connect customer to select their staff members when requesting services from their connect account. When a segment is attached to a client, they have the option to view only those staff members or to view the whole list of staff available. 

Creating Staff Segments

To create a segment, navigate to the left hand menu and select Staff. Under staff choose Segments. To know more about this please refer to Staff Segmentation documentation

Attach Staff Segment

To attach a segment, open the client's details page. Click edit. This will open up the edit page for the client details. Navigate to the Staff segments information tab.

Click on this tab to bring up the drop-down menu with all the staff segments 

Select a segment and then click save. Once saved, the segment will appear on the client's profile page.

Update/Delete Segment

Please refer to Staff Segmentation documentation to know about deleting and updating segments