There are two different options available when entering shifts into the system.


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QUICK

It is designed for the quick entry of single shifts.

MULTI
It is designed for entering multiple shifts and/or multiple dates.


To learn how to enter Multiple shifts and/or multiple dates please follow the below steps.


1. Click on ‘Multi’ found in the Allocations Tool Bar menu

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A new Tab on your internet browser will appear.


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2. Starting from the top left begin entering in data against the Mandatory fields marked with a Red * and include any optional fields where required

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Service location* - The client location where the staff member is to attend.

Delivery location - Is a space or area within a Service Location. For example North West Hospital has an “Maternity” ward.

Qualification * – The key skill/qualification requested by the client.

Expertise - Specific subskills or information requested by the client.

Sub Expertise - Sub sets of skills that fall under specific expertise.

3. To add in consecutive dates select the 'Period Date' tick box and applicable options for the Day & Date requirements.

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Period Date - If selected allows users you to apply a 'From' and 'To' date range for shifts.
No Weekend - If selected will exclude creating shifts for Saturday and Sunday in a date range.
No Public Holidays - If selected will exclude creating shifts for listed Publich Holidays.

4. Apply the Shift Type, Start and End Time of the shifts

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Shift Type* -  The availability type of the shift. For example Morning = AM, Afternoon = PM

Start* – The start time of the shift 

End *– The finish time of the shift

5. Select or enter the Professional's name (Key Contact) who requested the booking.

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Other optional fields you can update are: 

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Order Number -  If the client has provided an order number to be included on the invoice
Booking notes – Here is where you can add notes that are specific to the shift. You can choose to have these as internal notes, or client/ member facing.
Appoint Member – This field allows you to directly choose a member to nominate against the shift.

If you choose to appoint a member you will be required to choose what status you want to enter the shift as. 

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Authorisation - This is an additional field if you are required to record a secondary personnel for shift approval. 

Pay Level - This can be an optional or mandatory field depending on your system settings. This will allow you to appoint a paylevel for the shift instead of using the level set  against the members profile.

Ref No. - This is an additional field to add in any extra data for reference. Depending on you invoice settings this may appear on the invoice.

Serving Office - This is automatically appointed form from the client profile and you won't need to update it unless the office is different.