Get the best out of Rostering by ensuring you have all the right information in all of your rostered team member profiles* - this will help when building your rota and matching for visits and shifts.
*Please ensure you have profiles for the team you plan to roster in the Care Office
Adding team member skills
To make the best matching process possible, we want to ensure team members have the skills required for service user needs of any relevant visit or shift.
Navigate to the team members list and select the profile you'd like to update and click on training and skills:
2. Add the required skills by completing the form as below:
Done!
Contract, overtime, availability, and travel preferences.
This one is super important to make sure rota managers are fully informed before starting the rota.
The good news is that it all can be set from one page!
Navigate to "contract and preferences" in the team members list:
2. Click edit on the left and you'll be able to store a lot of Rostering-relevant information, including availability, which will be surfaced during matching process.
