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Watch the video walkthrough, then follow the steps below.
1

Open the client's roster

  • Go to the client’s Roster tab.
  • If the client has never had a roster created, go to Agreements → New Roster.
  • If a roster already exists, go to Rosters, then double-click the roster to open it.
2

Add a new shift

  1. Navigate to the day you want to roster.
  2. Double-click on the day to create a new shift.
  3. Enter the shift details:
    • Select the Service.
    • Add the Start and Finish time.
    • Choose the Worker.
If you’re unsure which worker to assign, leave the shift as No Carer Assigned, or click Worker Select.
3

Use the Worker Select button

The Worker Select tool helps you find the best worker for the shift using filters such as:
  • Gender
  • Role
  • Availability
  • Distance from client
  • Required compliance items
Once you’ve found a suitable worker, click Select.
4

Add notes and set up repeating shifts

  • Add any important Shift Notes for the worker.
  • On the right, toggle Shift Repeats ON if the service is ongoing.
You can set repeats:
  • Daily
  • Weekly (e.g., repeat every 2 weeks for a fortnightly roster)
  • Monthly
If selecting multiple days of the week, click Create Individual Series to generate separate repeating series.Set how long the shift should repeat by:
  • Number of repetitions, or
  • An end date
Click Done to add the shift(s) to the roster.
5

Edit or manage existing shifts

Single-left-click a shift to edit it:
  • Edit Appointment → edit only that shift
  • Edit Series → edit all shifts in the series
Right-click for more options:
  • Edit series from here forward
  • Delete series from here forward
  • Delete a single shift
  • Mark shift as on leave
  • Mark series as on leave
  • Show history
  • Duplicate shift
6

Cancel a shift

  1. Right-click the shift and choose Mark This Shift as On Leave.
  2. Select the Leave Type (e.g., Cancelled Shift).
  3. Choose the Leave Code:
    • Use the service code if charging the client
    • Choose No Code if not charging
  4. Enter the percentage to charge (e.g., 100% or 50%).
  5. Set Pay Hours:
    • Leave as normal if paying the worker
    • Set to 0 if the worker is not being paid
Click Save. The shift will turn the designated cancelled colour.
7

Use roster tools

At the top of the roster you’ll find additional tools:
  • Budget - Displays budget details from the client’s agreement
  • Add Client Leave - Block the client out for a period of time
  • Deleted Shifts - Reinstate previously deleted shifts
  • Delete Roster - Remove a roster
If the client is no longer receiving services, mark the roster as Completed instead of deleting it.