Create Shifts

To create a full schedule of shifts, follow the steps below:

1. From the top right menu options select Menu>Scheduling>Scheduling Dashboard to access the scheduling area.

2. Select the utility drawer option and select Create Shifts. 

3. A form will appear for you to enter in all the appropriate information for the schedule of a client and caregiver. The fields will be defined below: Client & Caregiver - Select the client and caregiver as well as the fee/wage for this shift. What would you like to create? - This is how you tell the system what kind of shift you want to create; single means just a single shift, multiple (consecutive) is where you can pick multiple days of the week to create shifts, multiple (select dates) allows you to select specific dates the shifts will occur on, and recurring is allow the shift to reoccur every 2 weeks, etc.

4. Once you have selected the options you would like for the shifts, click Save at the bottom. 

5. A pop up will appear showing you the amount of shifts created. To continue to build shifts click, Leave Open or choose Close Form. 

6. Now you will see those scheduled shifts on the Scheduling Dashboard. 

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