Impromptu shifts can be set up to require admin approval before the shift is closed. This approval setting is configured at the caregiver profile level, allowing you to customize which caregivers require approval.
Requiring approval helps maintain compliance and provides greater control over billing.
Before You Begin
Before the approval feature can be enabled, the impromptu shift feature needs to be enabled in Feature Settings and on the individual caregiver profile.
To turn on impromptu shifts in Feature Settings:
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Shift settings card
Turn on Enable Impromptu Shift Features
To turn on impromptu shifts in the caregiver profile:
Click Personnel in the left menu
Click Staff in the left menu
Search for the staff member and click on their name
Click Settings in the slide-out menu
Turn on Impromptu Shifts
Once these features are enabled, you can turn on the approval setting.
Step 1: Enable the Approval Feature on the Caregiver Profile
The impromptu shift approval setting must be turned on for each individual caregiver.
To enable the approval setting:
Click Personnel in the left menu
Click Staff in the left menu
Search for the staff member and click on their name
Click Settings in the slide-out menu
Turn on Impromptu Shift Approval
Step 2: Approve the Impromptu Shift
After an impromptu shift is completed, its status will show as Pending Approval until an admin approves it. There are several ways to locate and approve these shifts.
Option 1: Home
Click Home in the left menu
Scroll down to the Pending Approval section
Hover over the impromptu shift and click View Shift
Click Approve or Reject at the top
Option 2: Calendar
Click Shifts in the left menu
Click Calendar in the left menu
Find and click on the shift
Pending Approval shifts appear in gray
Use the All Status dropdown and select Pending Approval to filter shifts if needed
Click Approve or Reject at the top
Once the impromptu shift is approved, its status updates to Completed, and the shift data will be included in payroll and service records.
For questions about impromptu shifts:
Contact your Customer Success Manager
Or email: [email protected]