Skip to main content
When creating or editing a shift, you can either choose a worker from the drop-down list or use the Select button to open a filtered search window. The select button helps you find the most suitable worker by filtering for compliance, availability, preferences, and distance.

​
Using the select button

In the shift form, click the Select button next to the Support Worker field. Select button on shift form This opens a new window that automatically filters for workers who are:
  • Compliant with relevant requirements
  • Not already rostered on another shift at that time
  • Available on the day or at the time of the shift
  • Preferred by the client (highlighted), while excluding non-preferred workers

​
Filtering and searching

The select window provides several ways to find the right worker: Worker select window
The drop-down list in the shift form shows all workers and is not filtered for compliance or availability. Use the Select button whenever you need to verify a worker is suitable for the shift.

​
Multiple workers

If you need to assign more than one worker to a shift, tick Use additional workers in the shift form. This lets you assign up to four workers to one client for the same shift.

​
Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Creating new shifts

Set up a client roster and create individual shifts

Conflict management

Identify and resolve shift conflicts

Roster invitations

Send shift invitations to available workers