This step is to add any of your internal employees shift pickups as well as any agency employee shifts if applicable.
On the daily schedule tab:
Find the date you are looking for by either selecting the arrows on the sides of the date in the center or by the calendar on the top left side of the screen.
Find the ‘open shift’ you are looking to fill
Select the ‘plus’ icon
Then select the ‘How will you fill this shift’ dropdown menu
If you are filling this shift internally, select ‘internal’
Either scroll to find the employee, or utilize the search bar
Now add the shift start and end time then click the ‘plus’ icon to add the shift.
If you are filling this shift with an agency clinician;
Select the ‘agency’ option from the dropdown menu
If this clinician has an existing profile, then either scroll or search for their name
Add the start and end times then click the ‘plus’ icon to confirm the shift
If this is a new clinician then just simply select an agency, position, enter the clinicians first and last name, shift start and end time
Lastly, all you need to do is hit the ‘submit’ button
This would add then to the daily schedule as well as create their profile which you can always find for future shift pickups.
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