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Scheduling
Scheduling
Everything you need to start rostering.
By Joshua and 2 others
3 authors
43 articles
Using the Roster Map View and Radius Filtering
Understanding Distance Check-Ins and Radius Warnings
Using Preferred Staff Suggestions During Scheduling
Configuring Resource View Layouts
Understanding Roster Funding and Budget Summaries
Creating & Editing Client Shift Types
Creating a Single Client Shift
Creating a Group Client Shift
Creating a Recurring Shift
Editing a Client Shift
Extending a Shift
Roster Actions
Shift Publishing
How to send rosters to clients via email
Scheduler Quick Action Menu
Automatic Travel Calculation In-between Clients
Shift Deletion & Cancellation
Manual Clock-in & Out (Admin View)
Adding Shift Notes During a Shift (Admin View)
Filters & Views
Filtering the Roster
Client Filtering
Staff Filtering
Location Filtering
Cancelled Shifts Filter
Shift Pool Filter
Advanced Filter
Appointment Type Filter
Clock-in/out Status Filter
Configuring Your Roster View
Site Rostering
Creating a Site Shift
Editing a Site Shift
SCHADS
Understanding the SCHADS Alert System
SCHADS Alert Panel
Best Practices for Managing SCHADS Alerts
Vacant Shifts
What is the Vacant Shifts Feature?
Filtering Vacant Shifts
Assigning Staff to a Vacant Shift (Manual Assignment)
Filling a Vacant Shift with AI Assist (Staff Recommendations)
Checking a Staff Member’s Schedule Before Assigning (View Schedule)
Timesheets
Creating a Timesheet
Approving a Timesheet Entry
Editing a Timesheet Entry
Adding a Timesheet Entry
Locking & Exporting a Timesheet
Xero Payroll & Timesheet Sync
