Staff
Guides relating to staff.
By Emma1 author19 articles
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.
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.
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.
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.
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.
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.
Set staff contract hour and pay limitsIn this article, we explain how to add minimum and maximum hours and earnings to staff contacts.
Staff break/holiday reportIn this article, we explain how to run the staff break/holiday report for a staff member.
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.
Holiday scheme totalsIn this article, we explain what each holiday scheme total means and how the system calculates these values.
Export a list of staff membersIn this article, we explain how to export a list of active or inactive staff members from the system.
Extend a holiday schemeIn this article, we explain how to extend an existing holiday scheme for a member of staff.
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.
Roster mapIn this article, we explain how to view the roster map to see the journeys calculated for scheduled visits.
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.