Agency Workflow

Disclaimer: This article has been created specifically for the RCSA - Surge Workforce Program and may not apply to current EntireHR client systems.

To place a staff member into an available shift please follow the steps below.

1. Lock the shift by selecting the tickbox 

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2. Select the Appoint Icon from the Toolbar menu

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3. In the drop-down that appears choose:

Single Shift - When you have one shift selected to place a staff member into
Multiple Shift - When you have several shifts selected that you are placing a staff member into

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4. Search for your agency in the name field.

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Handy Tip: If you start typing your company name the drop-list will auto-filter the options you see.

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5. Click on Assign once you have selected your agency.

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The following pop up will appear click 'Ok' to continue.

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Lock the shift again by selecting the tick box




6. Write the First & Last Name of your staff member in the Shift Status Notes area

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7. Select the Accept Icon in the Toolbar menu

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Click OK in the Pop up that appears.

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End of Process


**Please Note: In cases where you have multiple staff attending shifts on the same date and time you must appoint your different agency numbers. This is due to a system restriction that stops profiles from being double booked at two locations for the same date and time.



For example, if your 'Agency 1' profile is booked for a shift on 30/07/2020 at 6.00 - 14.00 and you have a second shift 09.00 -16.00 you will not be able to appoint 'Agency 1' as the times overlap.