Add a shift

Do this

1. 1

   Click Scheduler in the left menu.

2. 2

   Find the day you want. Use the arrows at the top to move between weeks.

   

3. 3

   Click on an empty box in the row for the worker or the participant. A new shift form opens. (You can also click the New Shift button at the top.)

   

4. 4

   Pick the participant from the Client box. Start typing their name and the list will narrow.

   

5. 5

   Pick the service. This is what you are delivering — personal care, community access, and so on. The price comes from this, so pick the right one.

   

6. 6

   Set the date, the start time and the end time.

   

7. 7

   Pick the shift type if it is not a normal one: Morning, Afternoon, Evening, Full Day or Sleepover.

8. 8

   Pick the worker in the Staff box. If you are not sure who, leave it empty for now and fill it later.

   

9. 9

   Look at the rates that appeared. The charge rate and the pay rate fill in by themselves. If either says $0, stop and fix it before saving — a $0 rate means nobody gets billed and nobody gets paid.

   

10. 10

    Click Save.

11. 11

    The shift is now on the board as a Draft. The worker cannot see it yet.