Create groups that include any combination of staff members and clients to schedule shifts more efficiently, rather than adding individuals one at a time. This not only saves time but also minimizes errors, prevents missed assignments, and allows you to filter the calendar instantly.
This is commonly used in high-volume care environments such as day programs or group homes.
Creating a Group
To create a group:
Click the dropdown arrow in the top left corner
Click Feature Settings
Select the Groups tile
Click + Create group
Click the pencil icon next to the temporary group name, add a name for the group, then click the check mark to save
Click Add people
Search for and select the check mark next to every member you want added
Click Add to group
This group will now be available as a filter in the calendar and can be used when scheduling shifts.
Scheduling a Group
Independent Clock-Ins
When scheduling a group, you can enable Independent Clock-ins which will keep the shift open the entire scheduled duration, allowing staff to clock in and out as needed throughout the shift.
To turn on: select the checkbox next to Enable Independent Clock-ins.
See Creating a Group Shift for more information.
Add people to shift
When creating a shift, in the Add people to shift search bar, search for the group name instead of looking up each client and caregiver individually. Selecting the checkbox next to the group name will add all clients and caregivers in that group to the shift at the same time.
Filtering in the Calendar
You can filter the Calendar by group to view only the shifts for that specific group.
In the Filter by side panel, click the Groups tab, then select the checkboxes next to the group(s) you want to view in the calendar. Hover over View to see what clients and caregivers are part of the group.
For questions about groups:
Contact your Customer Success Manager
Or email: [email protected]