Accessing the calendar
To navigate to the calendar:
Click Shifts in the left menu
Click Calendar in the left menu
The Calendar is the central hub for managing staff schedules and shifts within Giv, offering a real-time visual view of your entire team. It allows you to create, edit, and track recurring or one-time shifts to keep staffing organized and efficient. See Navigating the Calendar for more details.
Creating a single shift
To create a single shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Enter the service Address (optional)
Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.
Assign each client to their primary and backup caregivers:
Option 1: Drag and drop the caregiver onto the client
Option 2: Click Assign staff on each client and select the caregiver from the list
Click Create shift
If any of the selected staff or clients have scheduling conflicts, it will show a warning. Click Review conflicts to get further information and then either fix the conflict or just click Create shift.
Once the shift is created, it will appear in the mobile app for all assigned caregivers.
Note: Best practice is to add both the primary caregiver and any backup caregivers as needed, so the backup caregivers can see the shift in their app.
Creating a recurring shift
To create a recurring shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Check the Recurring shift box
Enter a Shift name for the shift
Select the frequency and days the shift will occur
Enter the End date
Enter the service Address (optional)
Search for the clients and staff in Add people to shift, check the box next to their name, and click Add to shift.
Assign each client to their primary and backup caregivers:
Option 1: Drag and drop the caregiver onto the client
Option 2: Click Assign staff on each client and select the caregiver from the list
Click Create shift
Once the recurring shift is created, they will appear in the mobile app for all assigned caregivers.
To make any edits to the recurring shift:
Click Shifts in the left menu
Click Recurring Shifts in the left menu
Find the recurring shift and click Edit
Make any changes
Click Save
Creating an open shift
Open shifts are shifts assigned only to clients that eligible caregivers can claim. This allows caregivers to choose shifts that match their availability, reducing scheduling back-and-forth.
To create an open shift:
On the Calendar, click + Create shift
Set the Start date and time and End date and time using the calendar and time pickers
Enter the service Address (optional)
Search for the clients in Add people to shift, check the box next to their name, and click Add to shift.
Not adding a caregiver to the shift automatically makes it an open shift.
Click Create shift
Select the number of staff needed for the shift
Click Create open shift
The shift will now be available for any eligible caregiver to claim through their mobile app.
Enabling the open shift feature
To create open shifts and allow DSPs to claim them, the settings first need to enabled in Feature Settings and on the individual caregivers' profiles.
To enable the feature in Feature Settings:
Log into Dashboard
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Shift Settings tile
Turn on Enable Open Shifts
To enable the feature on the individual caregiver profile:
Click Personnel in the left menu
Click Staff in the left menu
Select the staff member
Click Settings in the slide-out menu
Turn on Claim Open shifts
Click Save Settings
Shift conflits
When creating a shift, you will be immediately alerted if a staff member or client is already scheduled for another shift during that same time.
In the Add people to shift section, searching for a client or staff member will display a Conflict label next to anyone who is already booked at that time.
If you add that individual to the shift, a red warning banner will appear. Click Review conflicts to see more details. You can still proceed by selecting Create shift, but you will be asked to confirm you want to proceed despite the conflicts.
This real-time conflict detection helps to reduce errors, prevent billing rejections, and improve compliance.
Editing or canceling upcoming shifts
Upcoming shifts can be edited or canceled as needed.
To edit a shift: Open the Edit Shift window, make the necessary changes, and click Save to apply your updates.
To cancel a shift: Open the Edit Shift window and click Cancel shift in the bottom-left corner.
For questions about scheduling shifts:
Contact your Customer Success Manager
Or email: [email protected]