Admins & Schedulers
Help Guides and Walkthroughs from an admin perspective
65 articles
Go Live ChecklistUse this quick checklist to make sure your community is ready to go live with Veras.
Running a Pilot: How to Test Veras Before Your Full LaunchGet hands-on practice with a small group before going live, so you can launch with confidence, not guesswork.
How do I add and configure new departments, like Dietary or Kitchen, in Veras?
Printable 'Download the Veras Mobile App' FlyerHere are some downloadable flyers you can print and post for staff members to download the mobile app
Creating the ScheduleThis article will cover how to create your monthly schedule based on the staff members preferred schedule
How to use Master ScheduleIn this article we will be covering how to navigate and use the master schedule to help with future planning.
How to Use the Multi-SelectIn this article we will going over how to use the Multi select function on the schedule
How to Show All Job Positions in the Schedule ViewThe schedule can be customized to display any staff member who holds your selected position, even if is not their primary one.
How to use the Schedule Filters
How to View Your Schedule By AreaIn this article, we'll show you how to customize your Schedule to only see who is assigned to work in an area on any given day.
Apply Schedules VS PublishIn this article, we’ll cover the differences between the Apply Schedules button and the Publish button, and when to use each.
How to View Changes to a ShiftIn this article we will show you how you can see the changes that have been made to a shift
Why does my schedule show shifts labeled “Scheduled Elsewhere”?Learn what “Scheduled Elsewhere” means in Veras and what to do when you see it.
Manually Add Shifts to the ScheduleThis article explains how to manually add both individual and bulk shifts
Edit ShiftsIn this article, we'll show you how you can make edits and adjustments to shifts on your schedule.
How to Split shiftsIn this article we will be covering how to split shifts
How to Publish the ScheduleIn this article, we will cover how take your shifts from a draft, to a published schedule
How to Print the ScheduleIn this article, we will be covering how to print the schedule from the schedule pages.
How to Un-Publish ShiftsIn this article, we'll guide you through the process of unpublishing your schedule.
How to Unassign ShiftsIn this article we will be covering how to bulk unassign shifts for a specific employee and for a specific position
How to Delete ShiftsIn this article, we'll guide you through the process of deleting shifts
How to Exclude PPD from a ShiftThis article will be covering how to make an employees shift not count towards PPD
How to Mark a Staff Member as In TrainingYou can mark new employees as In Training so their shifts don’t impact your PPD or budget until their training is complete
What are the options in the three dot menu for an individual staff member?
How to Enter Time offIn this article we will be going over how to enter time off for staff on the schedule!
How to Share Open ShiftsIn this article, we will cover how to quickly and easily invite staff to fill open shifts on the schedule.
How to Fill an Open Shift
Adding and Managing Call-OffsThis article explains how to add Call-Offs and how to invite employees to pick up the newly available shift
How to use budgets
How to Add an AgencyThis article will cover how to add an agency to Veras so you can start adding agency workers to open shifts!
How to Add an Agency ContactThis article explains how to add an agency contact to Veras, enabling you to assign them to open shifts!
How to Assign Agency ShiftsThis article will cover how to assign agency workers to open shifts
How to Delete an AgencyIn this article we will cover how to remove an agency
How to Add Staff SchedulesIn this article we will be covering how to input team members schedules in Veras
How to Archive a Staff MemberIn this article, we will be showing you how to remove a staff member from the facility.
Adding/Removing Positions for Staff MembersThis article will cover how to add and remove positions for your employees.
How to add an effective date for a staff memberIn this article we will be covering how to add effective dates for a staff member
Invite Staff to Veras AppHow to invite your staff to download the app
How to Merge Duplicate Staff ProfilesIn this article, we'll explain how you can merge two staff profiles together, to help you avoid duplicates.
Adding Licenses and Certifications to StaffThis article will cover how to add Licenses and Certifications to employees on staff
How to Exclude PPD from an Employees Entire ScheduleIn this article we will be covering how remove an employee from contributing to PPD
Adding/Editing Shift TemplatesThis article will go over how to add shift segments to help build your schedule
Setting-up Employee PositionsIn this article we will cover how to add new positions for employees
Adding Areas to the FacilityThis article will cover how to add areas in the facility for employees to be scheduled to work in
How to Change which Day Starts the WeekThis article covers how you can change the start date on your schedule
How to Allow Employees to Pick up ShiftsThis article will cover how to make open shifts available for employees to pickup
Job Position RulesIn this article we will be going over position rules and how you can customize them to help you stay compliant 🙌
Automated Conflict HandlingVeras' Automated Conflict Handling can help you to better manage your schedule when staff takes time off or leaves your company.
How to Add and Manage SkillsIn this article, we will cover the Skills feature, which allows you more control over what staff can take certain shifts in Veras
How to Manage User PermissionsIn this article, we'll show how you can change user permissions to make sure that the right people have the right level of access to Veras in your facility.
How to Configure Your Overtime PoliciesThis article will show how to set up your community's overtime policies within Veras.
How to Configure Your PRN PoliciesThis article will show how to set up your community's PRN policies within Veras.
How to Configure Your Call Off PoliciesIn this article, we'll explore how to set up call off policies for your community within Veras.
Analytics OverviewIn this article we will be doing overview of the Analytics page and the reports that can be found there.
PPD by PeriodThis article will cover how to view your budgeted HPPD, scheduled HPPD, actual HPPD and what the difference was.
How to Use Meal Break RemediesIn this article we will be covering how to use the missed meal break remedies feature
How to Print Daily ScheduleIn this article we will be covering how to print the schedule so your staff can sign in
Updating the CensusThis article will cover how to update your Census on the dashboard
Printing BIPAThis Article will cover what BIPA is and how to print the form inside Veras
How to Approve Time Correction RequestsIn this article, we will be going over how you can view and appove timesheet correction requests in the mobile and web app!
Setting up KioskIn this article, we’ll walk through how to properly set up your kiosk so team members can clock in and out of their shifts using a shared device.
Setting up mobile appIn this article, we’ll walk through how to set up the mobile app for Time & Attendance so staff can clock in and out from their mobile devices.
Messages OverviewIn this article we will walkthrough the messages tab
How to send an Individual MessageThis article will cover how to send individual messages on the Messages Tab Dashboard and the Staff Card
How to Create and Manage ChannelsThis article will cover how to send bulk messages to staff members as well as how to create group chats using the channels feature