Imploy Help Center

Scheduling

Everything you need to start rostering.

By Joshua and 1 other2 authors42 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

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