Follow these steps
Step 1:
Click on Scheduler in the left-hand sidebar to open the Scheduler Management calendar view.
Step 2:
Click on the + Shift button in the top-right corner of the screen.
Step 3:
A panel will open on the right-hand side. Enter the required shift details, including:
-
- Shift Type
- Shift Mode
- Client
- Price Book
- NDIS Plan
- Line Item
- Location & Date
- Address
- Location Type
- Employee
Step 4:
Turn on the Publish Shift toggle if you want to publish the shift immediately. If left off, the shift will be saved as a Draft.
Step 5:
Select Yes or No under Notify Employee, then click Submit to create the shift.
Note:
- The Price Book, NDIS Plan, and Line Item fields will only display available options if they have already been configured for the selected client. If no options are available, the Company Admin can first add an NDIS Plan, assign a Price Book, and configure a Line Item from the Fund Details tab within the client’s profile before creating the shift.