Admins & Schedulers
Everything you need to build schedules, manage your team, and configure Veras for your facility.
73 articles
Getting Started
Start here — setup guides, go-live checklist, and pilot instructions.
- Go Live ChecklistUse this quick checklist to make sure your community is ready to go live with Veras.
- Download the Veras Mobile App FlyerHere are some downloadable flyers you can print and post for staff members to download the mobile app
- 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?
Building the Schedule
Create, configure, and navigate your schedule views.
- Build the next schedule with Create SchedulesTurn your team's saved schedules into draft shifts for a date range you choose — in bulk, or one staff member at a time. This is the routine first step…
- How to Post the ScheduleShifts you create stay hidden from staff until you Post them — this article walks you through posting assigned shifts and open shifts for any date range.
- Create Schedules vs Posting Shifts: What's the Difference?In this article, we’ll cover the differences between the Apply Schedules button and the Post button, and when to use each.
- How to Use the Master ScheduleMaster Schedule shows each staff member's saved schedule — not the shifts already on the calendar, but the days and positions they're set up to work each week. Use it…
- How to Use the Schedule FiltersThe Schedule filters let you narrow which shifts appear and control how they're displayed — so you're always looking at the right slice of the schedule for the task at…
- How to Use the Multi-SelectMulti-Select lets you edit, duplicate, or delete a group of shifts in one go. Use it anywhere you'd otherwise repeat the same action on shift after shift.
- How to Print the ScheduleAdministrators and Schedulers can print the schedule directly from Veras — useful for posting at your facility for legal compliance or handing out to staff.
- Why does my schedule show shifts labeled “Scheduled Elsewhere”?You're looking at a shift labeled "Scheduled Elsewhere" — that means it belongs to a different position, department, or facility than the one you're currently viewing, so it can't be…
- How to use the "Group by" feature on the ScheduleGroup by sorts the schedule into labeled sections — by Shift, Time of day, Position, or Area — so you can scan for coverage gaps without scrolling through one long…
- How to use the Optimize Schedule tool to balance open shiftsEnded up with more open shifts than your budget allows — or too few? Optimize schedule adds or removes shifts in one step so coverage matches your budget for the…
Managing Shifts
Edit, publish, delete, split, and manage shifts on the schedule.
- How to Manually Add Shifts to the ScheduleApply Schedules handles the routine schedule, but you'll still need to add some shifts by hand (e.g., a new hire mid-period, extra coverage on a busy day, or a one-off…
- How to Edit a Shift on your ScheduleFor schedulers changing one shift at a time — reassigning a worker, moving the time, date, or position, adding an incentive, or updating notes. Bulk changes and deletions are covered…
- How to View Changes to a ShiftThe Shift history panel shows every change made to a shift — what changed, who made the change, and when. Use it to audit edits, confirm a save went through,…
- How to Split ShiftsIn this article we will be covering how to split shifts
- How to Move Shifts to DraftIn this article, we'll guide you through the process of unpublishing your schedule.
- How to Unassign ShiftsUnassigning a shift removes it from a staff member's schedule and moves it back to Open Shifts — it doesn't delete the shift. Use this when a staff member can…
- How to Delete ShiftsDelete one shift or many at once from the Schedule. Deleted shifts can't be recovered — if you want to hide shifts from staff without removing them, see How to…
- How to Exclude a Shift from the PPD CalculationSome shifts — agency staff, training hours, or one-off coverage — shouldn't count toward your PPD budget. This article shows how to exclude a single shift from the PPD calculation.
- How to Mark a Staff Member as In TrainingWhen a new staff member is still in orientation, you don't want their shifts skewing your PPD or budget. Add a training period to their profile to control how those…
- What are the Three-Dot Menu Options for a Staff MemberClick the three dots next to any staff member on the Schedule to get quick actions for that one person — adding shifts, applying their schedule, archiving them, and more.…
- How to Enter Time Off for a Staff MemberAdd time off to a staff member's schedule — one day at a time, or across several days at once. Veras marks those days with an airplane icon and makes…
- Remove Time Off from a Staff Member's ScheduleRemove time off that was entered by mistake, or when a staff member is available again on a day you already blocked. This will not sync with your HRIS —…
Open Shifts & Coverage
Fill gaps, manage call-offs, share shifts, and work with agencies.
- 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
- How to Add and Manage 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 on the Schedule
- 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
Team Management
Add, archive, and configure your staff members and their schedules.
- How to Add Staff SchedulesIn this article we will be covering how to input team members schedules in Veras
- How to Archive, and Unarchive a Staff MemberWhen a staff member leaves your facility, archive them to remove them from active scheduling and reports going forward. Their future shifts are automatically set to open — you'll need…
- Add or Remove Roles for a Staff MemberA staff member's role controls which shifts they can be scheduled for — if a role is missing or wrong, you won't be able to assign them to certain shifts.…
- 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
- How to Invite Staff to the 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.
- How to Add Licenses and Certifications to a Staff MemberThis 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
- How to Add a Team Member to VerasAdd a new hire to your team in Veras from the Team page — enter their details manually, or pull them in from your HRIS if one is connected.
- How to Update your Contact InformationYour contact information in Veras must be updated by you — not your admin. You can edit your name, email, phone number, and date of birth from either the web…
Settings & Policies
Configure departments, positions, shift templates, rules, and policies.
- How to Add and Edit Shift TemplatesThis article will go over how to add shift segments to help build your schedule
- How to Set Up Employee PositionsIn this article we will cover how to add new positions for employees
- How to Add Areas to Your 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 RolesNot everyone on your team needs the same level of access to Veras. This article covers how to review the default roles, adjust individual permissions, add custom roles, and give…
- How to Manage Permissions for a Specific UserSchedulers and Admins are managed in Settings > Permissions. This article covers how to give a staff member increased access, limit them to specific departments, and remove or archive their…
- 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.
- How to Add or Remove Your Time of DayThis article will cover how to add or to remove Times of Day at your facility.
- How to Set Up Staffing Budgets for your CommunitySet target staffing levels for each position so Veras can flag over- and under-staffed shifts directly on your schedule — set once per position and revisit when census or staffing…
Analytics & Dashboard
Track PPD, census, reporting, and time & attendance setup.
- 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!
- How to Set Up a 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.
- How to Set Up the Mobile App for Time & AttendanceIn 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.
- Viewing PPD by PositionThe Dashboard's PPD breakdown shows the HPPD and scheduled hours for your positions — so you can spot at a glance where a role is over or under target.
Messaging
Send messages and manage communication channels in Veras.
- Messaging 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
Time & Attendance
Manage your team's timesheets and act on time off requests.