Configuring Shifts and Sites

Configure Shifts: This is where you setup shifts in the system

Configure > List Configuration > Shifts.

1. Click Add Shift.
2. Designate a shift number (this is the sort order of shifts in search lists).
3. Enter a description (this is how shift is referenced in scheduler).
4. Enter start/end time of shift.

• Note: Acceptable time ranges span from 12:00AM to 11:59 PM. A shift cannot cross over midnight.

5. Select the days of the week the shift applies to (can select multiple days)
6. Click Update.
7. Choose a color (for visual classifications/status on the scheduler).

Configure Shifts

Assign Shifts to Sites

Assign Shifts to Sites : This is where you assign pre-defined shifts to specific sites.

Billing > Sites.

1. Search for a site that will use shift scheduling.
2. Check the “Eligible for Shift Scheduling” checkbox.
3. Assign all caregivers eligible to work at the site.

• Note: this can also be managed in the employee record in the Assigned Sites tab.

4. Assign all shifts relative to the site.

• Note: If time is being captured via Time Clock, then you may choose to plug in a # of feet within radius of the site that is acceptable for a clock-in/clock-out.
• Note: If time is being captured via Time Clock, be sure the address of the site is correct. This is how the system will validate they are “in range” when clocking in/out.

Enable Eligible for Shift Scheduling

Assign Caregivers

Assigned Sites Tab

Assign Shifts