- Scheduling
- Overview
Overview
Scheduling connects the roster, support delivery, approvals and timesheet processing. Access depends on your account's enabled features and each user's permissions.
What Scheduling is designed to do
Plan and review rosters
Review availability, skills, qualifications, Participant preferences, shift clashes and Schedule Alerts when assigning workers. Some checks warn; others block an assignment when configured to do so. Alerts assist your review and do not establish that a roster meets every award or service requirement.
Empower Support Workers in the field
The Support Worker App lets assigned workers view published shifts, clock in and out, record notes and travel, and complete tasks and forms. Account settings control the requirements and the Participant information visible in the app. Push notifications require the relevant account and device settings.
Deliver consistent direct supports
Use recurring shifts for repeating supports. Match workers against Participant preferences and review the service, Charge Item selection and available funding before publishing. Recurrence and funding estimates do not replace checking each occurrence.
Run group activities
Activities organise recurring group supports. Review Participant attendance, worker assignments, capacity and charging ratios. A displayed capacity or ratio does not guarantee that every staffing or funding requirement has been met.
Getting started
- Ask the Account Owner to enable Scheduling.
- Configure Scheduling Settings, including clock-out requirements, approvals and payroll.
- Give staff the permissions they need and enable users for assignment.
- Add scheduled services to the Participant's plan and configure the applicable Charge Items and Charge Item Sets.
How the roster moves through Astalty
Plan the roster, publish shifts for workers, review actual attendance and supporting records, then approve the hours and prepare timesheet batches. Participant charging and employee payroll are separate outcomes. The Scheduling Overview maps the Plan, Review and Process menus.
Core concepts
Published and unpublished shifts
Unpublished shifts are for roster preparation. Workers see their published shifts in the app. Review unassigned work, availability and clashes before publishing; see Published and Unpublished Shifts and Publishing Workflow.
Support Worker access
A user's eligibility for assignment is separate from their role and their permission to manage Scheduling. Enable Can be Scheduled for Supports on the user. Office staff can also be assigned when enabled; the Support Worker role is not the only eligible role.
Services and Charge Items
Scheduled services connect rostered supports to a Participant's plan and charging configuration. Unscheduled services support other charge workflows. Payroll pay groups control employee pay mapping separately from Participant Charge Items.