When a shift is open, you can assign it to a specific staff member or share it with multiple employees so they can pick it up.
Filling shift through the Dashboard
Option 1: Assign a Shift to a Staff Member
Go to Dashboard and look under Scheduling Tasks for Open Shifts.
Click the open shift you want to fill. This will open the Fill Shift window.
Select Assign shift and choose an individual staff member by name.
Use the dropdown menu on the right to filter and sort staff in ascending or descending order by:
Name
Hours
Average Cost
Seniority
Care Rating
Select the staff member and click Assign to confirm.
The shift will be immediately assigned to the selected individual.
Option 2: Share a Shift
In the fill shift window, select Share shift. Select the staff members you want to invite. Use the filter dropdown menu on the right to sort staff by:
No overtime
PRNs only,
Working
Not working
Then select Continue.
Option 3: Approve a Shift Request (if applicable)
When staff members request to take the shift, the Requests tab will appear in the modal. From there, you can review incoming requests and approve one.
Once approved, the staff member will be assigned to the shift.
Incentive and Message (Optional)
You can toggle Incentive option and enter a dollar amount.
You can also toggle Include a message to add a note for staff.
The First-Name icon will automatically add each staff member's name to the message when it's sent.
When finished, select Continue.
From the Schedule Pages
Option 1: Assign a Shift to Staff Member
Go to Schedule, under Day select the drop down arrow to chose the display between
Day
Week
Month
Calendar
Custom
Day View
Select the open shift you desire to fill then click + Add staff. The Fill Shift icon will appear where you can chose to Assign the Shift directly or Share the shift with other employees.
Month View
Select the open shift you want to fill. The Open Shift Details window will appear, where you can either Assign the shift directly or click the three-dot menu to Share the shift with other employees.
Calendar View
Select the open shift you want to fill. Then the Open Shift Details window will appear, where you can either Assign the shift directly or click the three-dot menu to Share the shift with other employees.
Add an Agency or Temporary Worker (Optional)
Click Add Agency/Temp Worker on the bottom left.
Select the drop down arrow and choose an agency or Create New Agency. Enter the required information and Save the profile.
This allows you to invite the agency worker to the shift.
Option 2: Share a Shift
To share a shift, click on the three-dot menu in the Open Shift Details window. You will be able to access these additional actions below.
Invite staff
Split shift
Add additional shift
Exclude from PPD calculation
Delete Shift
Select Invite staff and the Share open shift window will appear.
Now, select the staff members you want to invite. Use the filters dropdown to narrow the list by:
No overtime
PRNs only,
Working
Not working
Then select Continue.
(Optional)
You can toggle Incentive option and enter a dollar amount.
You can also toggle Include a message to add a note for staff.
The First-Name icon will automatically add each staff member's name to the message when it's sent.
When finished, select Continue.
Now, you will review the invite preview. If everything looks correct, select Save and send to notify all selected staff.
