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Before you create shifts, you need a client roster. This page covers setting up a new roster and adding shifts to it.

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What you’ll need

  • A client profile with at least a first name and last name
  • An active agreement with a start date, end date, and at least one service

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Setting up a new client roster

1

Open client rosters

Go to Client Rosters and click Create New Roster. This step is only needed once per client - if a roster already exists, skip ahead to creating a shift.Create new roster button
2

Search for the client

Use the search filters to find the client you want to roster for.Client search
3

Start rostering

Once the client is selected, a blank roster opens where you can begin adding shifts.

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Creating a shift

1

Open the shift form

Double-click on the day you want the shift to start on. The roster screen opens.Roster screen
2

Fill in shift details

Complete the following fields:Shift details form
3

Save the shift

Once all details are entered, click Done. The shift appears on the roster and is sent to the assigned worker via the Vworker mobile app.

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Fixed fee shifts

Fixed fee shifts let you charge a fixed amount for the entire shift regardless of duration.
1

Set up the shift first

Open a client roster, enter a shift, and select the time and worker first.
You need to select the time and worker before clicking Fixed Fee. If you don’t follow this order, the charge rate reverts to the standard service charge rate.
2

Enable fixed fee

Click Fixed Fee and enter the charge rate for the fixed amount.Fixed fee option
3

Review in timesheets

The fixed fee flows through to timesheets and appears in the Charge Rate column. You can add the Is Fixed Fee column in timesheets from the column chooser to easily identify which shifts have fixed fees.
Fixed fee timesheet items export on an invoice line as a quantity of one, regardless of duration.

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Cancelling a shift

To cancel a shift without deleting it from the roster, right-click the shift and select Mark This Shift as On Leave. Then fill in the following fields: Click Save. The shift changes to the cancelled colour on the roster.

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Roster tools

The top of the roster contains several tools for managing the roster as a whole:
If a client is no longer receiving services, mark the roster as Completed rather than deleting it. This preserves the historical record.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Creating recurring shifts

Set up repeating shift patterns and split shifts

Worker select button

Use the select button to filter and find the right worker

Editing shifts

Edit one-off shifts, series, and manage leave

Paid and unpaid breaks

Configure break settings for shifts