General
Shift Start and End Addresses
See attached PDF tip sheet for information on shift start and end addresses.
Making Time Off Requests
Here is how staff members can create time off requests on the mobile app, as well as, on the browser. Mobile App: 1) Go to the Schedule and click the "+" in the upper-right corner. 2) Select "Time-Off Request". (If your agency has Paid Sick Leave, ...
Meal/Sleep Hours
Here are some tips on how to add Meal/Sleep hours to a shift. In order for Meal/Sleep hours to be an option in Quick Shifts, the shift must be an overnight shift that is 8 hours or more. After designating the time for the shift, you will see the ...
Deleting Shift Tags
Deleting Shift Tags: Shift tags are used to reference situations on certain shifts. To a delete a shift tag you are not utilizing follow the below steps. Access the Shift Tag shelf in the Scheduling Dashboard. Select the shift tag you would like to ...
Scheduling Office Staff
Step 1: Create an "Office Client" Navigate to Client management by going to Menu>Clients>Client Management. Click "Register New Client" Check the box for Admin Client Fill out the information for the client First: Office Last: Client Date of Birth: ...
Reset Wages/Reset Fees vs. Change Wage Type/Change Fee Type
In the utility drawer option in scheduling dashboard under Bulk Action: Reset Wages/Reset Fees Used when you need to update a current fee or wage to match a changed Wage or Fee in a Staff or Clients profile. Example: They have gone into the Staff or ...