Scheduling Office Staff

Scheduling Office Staff

Step 1: Create an "Office Client"

  1. Navigate to Client management by going to Menu>Clients>Client Management. 
  2. Click "Register New Client"     
  3. Check the box for Admin Client  
  4. Fill out the information for the client 
    1. First: Office
    2. Last: Client
    3. Date of Birth: Todays date
  5. Fill out the contact information.
    1. Use the office address for the client. 
    2. The password can be randomly generated. 
  6. Click Register
  7. Give the Office Client a 0.00 fee in one of the fee slots. 

Step 2: Schedule Office Staff with Office Client

  1. Navigate to Scheduling Dashboard by going to Menu>Scheduling>Scheduling Dashboard. 
  2. Either through Quick Shifts or Scheduled shifts generate a shift with the following details: 
    1. Client:Office Client
    2. Staff: The Staff Member to be Scheduled 
    3. Fee: The 0.00 fee you added earlier. 
    4. Wage: The staff members wage
    5. Create the shift. 



    • Related Articles

    • Creating Shift Templates

      A shift template can be used when creating a shift via Quick shifts and Create Shifts. This process makes it easy and faster when scheduling the same type of shifts needed regularly concerning clients and other aspects of the shift. 1. To create ...

    • Navigation of Scheduling Dashboard

      There are several key features for navigating the scheduling dashboard. Looking at the staff calendar view of the scheduling dashboard, there are several icons above the quick shifts panel that are necessary for navigating the dashboard. The right ...

    • Create and Edit Staff Tags

      To add staff tags in SMARTcare, follow the steps below: 1. Using the SMARTcare dropdown at the top right of the screen, select Menu>Staff>Staff Tags 2. To create a new tag, click the pencil/pad button. When you over over this button it will say ...

    • Change and View Filters on Schedule

      Changing and viewing filters allows you to simplify the schedule and make it easier to understand. To use schedule filters, follow the instructions below. Navigate to the Scheduling Dashboard from the main page or through Menu>Scheduling>Scheduling ...

    • Changing Fees & Wages

      If you update the client's fees or caregiver's wages, you may need to refresh the already scheduled shifts so reflect the new fees/wages. Follow the steps below to see how. 1. Once you have updated the fees/wages under the client/caregiver profile, ...