Scheduling
Scheduling Overview

Scheduling Overview

Overview

Scheduling connects roster planning, support delivery, approvals and timesheet batches. Scheduling must be enabled for your organisation, and each menu item has its own feature and permission checks. A user's eligibility to be assigned to a shift is separate from their role and their permission to manage the roster.

Select Scheduling in the sidebar to open the Schedule and its menu. The menu has three sections:

Plan
Review
Process

Plan

Schedule

Use the Schedule to create and review Direct Supports, Group Supports, internal shifts, and Unpaid Breaks. Group the roster by Support Worker, Participant, or Site and choose a day, week, or fortnight view.

Shift Board

Use Shift Board to offer work to eligible Support Workers and review expressions of interest. It appears when Shift Board is available and you have Scheduling access.

Unassigned Shifts

Open Unassigned Shifts to find shifts without a Support Worker and assign someone who is available. See Managing Unassigned Shifts for the full workflow.

Until this page has loaded a result, the badge counts shifts in the current Monday-Sunday week. Once the page loads, it shows the total matching the selected date range, search and filters. The badge keeps that most recent total after you leave the page.

Unpublished Shifts

Unpublished Shifts lists unpublished shifts in the selected date range. New supports are unpublished by default, so Support Workers cannot see them in the app until you publish them. See Published and Unpublished Shifts.

All Shifts

All Shifts displays a list of all scheduled shifts and supports within the date range, or use one of the optional filters for Shift Type or Status.

Activities

Activities lists your recurring activities and the next date each one will occur. Use it to create and manage recurring group sessions, including Participant limits. See Activities.

Review

Availability Request

Unavailability Requests lists one-off and recurring unavailability, including leave requests submitted from the app. Filter the list by date and status, then review or update a request. See Managing Availability.

The badge identifies pending unavailability requests. Viewing and deciding requests require the relevant User Availability permissions.

Shift Alerts

Shift Alerts is a report that shows shifts that have not been clocked in or clocked out. Use it to review missing clockings against scheduled times; it is separate from award and assignment alerts.

Schedule Alerts

Schedule Alerts shows the enabled award and rostering checks. Alerts have configurable severity; they do not replace reviewing the applicable award and contract.

Shift Clashes Report

The Shift Clashes Report identifies workers rostered on overlapping shifts. See Shift Clashes Report.

Shift Approvals

Shift Approvals lists shifts that need review in the selected date range. See Shift Approvals.

Award Playground

Use Award Playground to explore the implemented award calculations. It appears when the feature is available and you have Scheduling access.

Process

Scheduling Costs

Scheduling Costs estimates roster costs when enabled. It requires permission to manage Scheduling Costs. Estimates are separate from final payroll results.

Timesheet Batches

Use Timesheet Batches to create a batch or review an existing one.