How to create a shift in detail?

From the left-hand navigation menu, click on Scheduler under the Operations section.

Click on the drop-down arrow next to the + Shift button and select Add in Detail.

Select the Client(s) for the shift.

• • You can assign the shift to a single client or multiple clients.
  • If required, enable Ratio Rostering to assign one employee to support up to four clients (1:4 ratio) & can assign the line item(s) by selecting Price book.
  • The system will automatically calculate and distribute the employee’s payment based on the selected ratio.

Select the Employee(s) to be assigned to the shift.

Enter Shift Instructions if any specific guidance needs to be provided to the assigned employee.

Configure the shift details by selecting:

• • Shift Type (e.g., Community Access, Domestic Assistance, E-Therapy Session, Personal Care)
  • Shift Mode (Indoor, Outdoor, or Indoor & Outdoor)
  • Location Type (National, Remote, or Very Remote)

Under the Shift Roster section:

• • Select the Shift Date.
  • Choose a Property, if one has already been created.
  • If required, click Add Property to create a new property Instant.
  • Enable Different Drop-off Address if the client’s drop-off location differs from the default address.

If the shift needs to repeat, enable the Repeat Shift toggle.

• • Select the Recurring Type (Daily, Weekly, or Monthly).
  • Specify the End Date for the recurring schedule.

Set the Shift Start and End Time.

• • If required, split the shift into multiple segments.
  • Add one or more Breaks as needed.

Assign Tasks and Goals for the shift.

• • Clicking Add Goal allows you to attach an existing Goal or Milestone to the shift.
  • Only goals and milestones previously created under the Goals tab of the client’s profile will be available for selection.

Enable Publish Shift if you want to make the shift immediately available to the assigned employee.

Click on Create Shift to submit or create  the shift.

• The shift is successfully created and appears on the Scheduler (Rostering) page. The coloured status panels displayed at the bottom of the Scheduler help identify the current status of each shift (e.g., Draft, Published, In Progress, Completed, or other applicable statuses).