Staff
Staff administration, roles, and management resources.
By Emma1 author21 articles
Staff contracts & pay
Manage contracts, pay rates, and limits.
- Create or end a staff contractIn this article, we explain how to create a new staff contract, configure contract settings and safely end an existing contract.
- Amend time and rate sheetsIn this article, we explain how to determine which rate sheet is being used and how to amend it.
- Set staff contract hour and pay limitsIn this article, we explain how to add minimum and maximum hours and earnings to staff contacts.
- Calculate staff holiday payIn this article, we explain how to calculate staff holiday pay.
- Products in use on staff contract errorIn this article, we explain how to resolve errors when trying to end a staff contract.
- Verify a timesheet for payrollIn this article, we explain how to verify a timesheet to ensure it's included in payroll.
Holidays & availability
Handle leave, availability, and holiday tracking.
- Add a holiday scheme to a staff memberIn this article, we explain how to add a holiday scheme to a staff member and how to create a break for them on a client roster.
- Extend a holiday schemeIn this article, we explain how to extend an existing holiday scheme for a member of staff.
- Holiday scheme totalsIn this article, we explain what each holiday scheme total means and how the system calculates these values.
- Staff break/holiday reportIn this article, we explain how to run the staff break/holiday report for a staff member.
- Delete availability slots for a staff memberIn this article, we explain how to delete availability slots for a staff member, including scenarios where a staff record has been deleted but their availability is still showing.
- Add default public holidaysIn this article, we explain how to add default public holidays.
Rostering & scheduling
Manage bookings, shifts, and scheduling conflicts.
- Booking blocked by overlapping visitsIn this article, we explain why a staff member can't be booked to a call when there is an overlapping visit.
- Booked vs rostered hours on a client rosterIn this article, we explain how booked hours and rostered hours work on a client roster and why these totals can look different.
- Roster mapIn this article, we explain how to view the roster map to see the journeys calculated for scheduled visits.
- Add working areas for staffIn this article, we explain how to resolve staff members not appearing in the bookings search by adding working areas to staff profiles.
- Add a staff break typeIn this article, we explain how to add a new break type for use on staff rosters.
Staff records & admin
Maintain staff records, notes, and documents.
- Export a list of staff membersIn this article, we explain how to export a list of active or inactive staff members from the system.
- Upload a staff or client photoIn this article, we explain how to upload a photo to a staff or client profile and what to do if the image displays in landscape orientation.
- Create a staff noteIn this article, we explain how to create a note for a staff member.
- Print a staff or carers worksheetIn this article, we explain how to print a staff member's work schedule and email a copy of the worksheet report.