Shift Creation
Build shifts for a client or a facility on a roster calendar, with each client's care ratio shown beside their row.
- Live
- Web dashboard
See it in action
How it works
Full guide in Help · 7 steps →Go to Shifts, check the displayed dates, and read an existing shift before touching the controls.
Good to know
The Shifts roster shows who is working, when. This walkthrough finds shifts for one client, changes the span, and looks at the same roster grouped two ways.
The filters sit behind the filter icon rather than above the grid. The search in there matches the names down the side — clients and facilities in Client View, staff in User View, where it also matches email and job title — so it narrows which ROWS you see. It does not search shift notes or content.
What it does
- Create a shift against a client or a facility, and assign a staff member or leave it open to all.
- Repeat a shift daily, weekly or monthly up to an end date.
- Split a shift into parts, each with its own times and pay rate.
- View the roster by week, fortnight or month, grouped by staff member or by client.
- See each client's care ratio on the roster, with a warning when it is not met.
- For
- Coordinators · Managers
- Works on
- Web dashboard
- Plans
- Every plan
Works with
Not sure where to start?
The care operations scorecard takes five minutes and shows which features would help your team most.