Rostering
Support with creating, managing and monitoring your rota
By Tom and 3 others4 authors21 articles
- Set-up for Rostering - Team membersGet set up for Rostering by having vital information for your rostered team members in their profiles.
- Set-up for Rostering - Clients/Service UsersGet setup for rota management by adding vital information to client/service user profiles
- Set-up for Rostering - Creating events & patterns (visits and shifts)Let's walkthrough creating your first events, visits, shifts and patterns.
- Set up for Rostering - Publishing your rotaLet's walkthrough publishing your rota and making changes after you've published.
- Editing, deleting or resetting your rotaLet’s walkthrough making changes to your rota and how best to apply those changes.
- Adding rota patterns, visits and shiftsYour go-to guide for setting up shifts, visits, and rota patterns with ease.
- What are rota warnings?Learn what each visit/shift warning means to manage your team’s rota smoothly and efficiently and set up notifications for each.
- Managing team member's contractsManage your team members contracts in the Care Office
- How does deleting a Service User or Staff Member impact your rota?Learn how deleting a Service User or Team Member affects your rota.
- Rostering FAQsLearn more about Rostering with these answers and tips!
- Rostering ReportingThis article outlines how a single CSV export simplifies reporting by consolidating all key data in one place.
- Rostering: Travel Time and MileageTrack and reimburse travel time and mileage between visits.
- Rota-based access controlThis feature lets you control how service users’ information is shared with carers in the Carer App.
- Correcting Invalid AddressesHere is why a visit address may be marked as invalid in Log my Care and how to update the address to resolve geofencing, clock-in, and travel calculation issues.
- Get set up for GeofencingHere is how to enable geofencing in Log my Care, set distance limits, and control whether carers receive warnings or are blocked from clocking in and out outside the visit…
- Setting Up Pay RatesBefore you can generate pay reports, you’ll first need to create your pay rates. Pay rates determine how team members are paid for visits and shifts, including any special rates…
- Assigning Pay Rates to Team MembersOnce you’ve created pay rates for your site, the next step is assigning them to team members. This ensures the correct pay rate is automatically applied to their visits and…
- Pay Rates Report
- Overriding pay rates for an individual visit or shiftYou can override the pay rate for a specific visit or shift before the event has ended. This is particularly useful for scenarios such as bank holidays, where different pay…
- Reconciling Visits & Shifts Before Generating a Pay ReportBefore generating an accurate pay report, it’s important to review and reconcile all visits and shifts within the pay cycle. This helps ensure pay is calculated correctly and any discrepancies…
- Adding Charge Rates for Invoicing / Care PackagesTo link charge rates to added visits patterns for service users, you’ll need to first turn on invoicing for the site