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Add and manage agencies

Add an agency and its workers, set hourly rates, or archive an agency you no longer use.

Add the agencies you work with, then their workers, so you can put them on open shifts.

Add an agency

  1. Go to Team, then the Agency tab.

  2. Click Add Agency, then Other.

  3. Type the Name of agency. Phone and email are optional.

  4. Click Save.

Add a worker

  1. On the Agency tab, click the agency.

  2. Click Add Worker.

  3. Fill in First Name and Position. Add their mobile number or email if you have it.

  4. Click Save.

Set hourly rates

  1. Click the agency, then Add/Edit Agreement.

  2. Type an hourly rate next to each position, then click Save.

Stop using an agency

  1. Click the agency, then the trash icon at the top right.

  2. Click Archive agency.

Good to know: Archiving an agency also archives its workers. Shifts they already have stay assigned, so reassign them yourself.

Common questions

I don't see the Agency tab.

You need permission to manage agencies. Ask an admin. See Give someone admin or scheduler access.

What about Nursa, Booker, ShiftKey or Clipboard Health?

Pick them from the Add Agency menu instead of Other. Nursa asks you to sign in to Nursa.

How do I put a worker on a shift?

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