The Scheduling Function directly relates clients, units, employees, and agencies into a shift. Each shift illustrates a staffing need at a facility. A shift's status is determined by the information entered into it.
Shift Confirming and Canceling
When an agency selects one of the candidates to work the shift, the process of converting it to a "Confirmed" shift begins. To confirm a shift, the agency must contact both the selected employee candidate as well as the client and enter the confirmation information for each. This confirmation includes dates, times, and contacts. After this has been completed, the shift becomes "Confirmed".
After a shift is completed and confirmed, the client or employee might contact the agency to cancel. Both the employee and client must be contacted in order for a shift to be completely cancelled, and complete cancellation information must be entered into the shift. This cancellation information includes dates, times, contacts, as well as who cancelled the shift and why. In the event that an employee cancels their shift, the user is given the option to create a new shift in the system which matches this shift's details so that the client's needs can still be filled.
Shift Checks and Follow-Ups
In the event that there is an important problem with the employee or client, the scheduling function will create a "follow-up note" either for the user working with the shift or the user responsible for contacting a specific client or employee. Notes can be entered into the system for any category, and each note can be marked as needing a follow-up. Users can then easily review their follow-ups in the system to ensure they work through any problems the system has found. They can also review any notes that other users have requested a follow-up for.
Bill and Pay Rates
Exhibits are created through the client or unit profiles in the system. Each exhibit is specific to an employee type and contains bill and pay rates for each period of the day, as well as weekend rates. Exhibits can be set to expire along with a client contract so that the system knows when a client needs to be contacted about potential rate changes.
In addition to the exhibit rates, each shift has a feature that allows an amount to be added to the bill or pay rate for that shift only, providing maximum flexibility to the user booking the shift.
Packages with Scheduling Included
For more information about our packages, please review our Products and Services section.
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