top of page

Shift management

Creating a New Shift for Per Diem, Contract, and Home Health 

​

Add a New Shift

  • In the Open Shifts section, click Add New.

​

​

​

​​

​

​

  • Choose the relevant facility and click Add Shift Requirement.

​

​

​

​

​

 

​

Enter Shift Details

  • Select the date mode (either multiple dates or a date range).

  • Enter the warning zone, number of staff required, and shift rate. Optionally, set a rush rate and provide additional shift details (e.g., CNA required).

​

​

​

​

​

​

​

​

​

​​

​

Save the Shift Requirement

  • Click Save Requirement to add the shift.

 

View the Shift

  • The new shift requirement will now appear in your shift list and will be visible in the app.

​

​

​

​

​

You’ve successfully created and posted a new shift!

Creating an open shift
Add Shift requirement
Enter Shift details
View the shift

Approve a Pending Shift

​

Post Open Shift

  • Once you post an open shift, it will appear in the mobile app where staff can apply directly.

​

 

​

​

​

​

​

​

​

​

​​

​

​

View Applied Shifts

  • Staff applications will show up in the Pending portal. You'll see the shift details, including the staff member, facility, date, time, and shift type.

​

​

​​

​

 

Move Shift to Awaiting Approval

  • After reviewing the application, click Awaiting to move the shift to the approval stage. The shift is now awaiting facility approval.​​​​​

​

Approve Shift

  • Once the facility approves the shift, check the box and click Approve. The shift will now show with clock-in and clock-out times.

​

​

​

 

​

​

Add Differential and Finalize

  • If applicable, add a differential amount.

  • Click Create, and the shift will now be moved to Approved status.

​

​

​

​

 

​​

​

​​​​​

The shift is now approved and ready for your staff to view!

View the shift
Awaiting Shift
Complete
Pending shift

Managing Complete and Closed Shifts

​

Shift Completed Tab

  • After a staff member clocks out, the shift will appear under the Shift Completed tab.

  • Here, you can view the timesheet uploaded by the staff and the facility confirmation.

​

​

​

​

 

Upload Timesheet and Confirm Facility

  • If the staff has not uploaded the timesheet, you can upload it manually by clicking View Details.

  • Facility confirmation will be done through the WorkOS portal. Once confirmed, it will be marked as checked.

​

​

​

​

​

​

​

​

 

Move Shift to Closed

  • Once the facility confirms the shift and the timesheet is uploaded, check the box and click Close Shift.

  • The shift will then move to the Shift Closed tab.

​

​

​

​

 

 

Shift Closed Tab

  • A shift in this tab means the timesheet has been uploaded, the facility confirmed attendance, and the shift has been paid.

​

​

 

​

 

 

 

The shift is now fully processed and closed!

Shift completed
Facility Confirmation
Upload Timesheet
Move to close
Closed Shift
bottom of page