Giv is designed to connect the work your team does every day with the administrative tasks that happen behind the scenes. Instead of entering the same information into multiple systems, Giv allows one workflow to power documentation, timesheets, billing, reporting, and more. The easiest way to learn Giv is to understand how these pieces fit together.
Start with the Outcome You Want
Giv is highly customizable, which means there are often multiple ways to accomplish the same goal. Instead of focusing on the name of a feature, start by thinking about the outcome you're trying to achieve.
For example:
"I need staff to document this every shift."
"I want to track an individual's progress toward a goal."
"I need to prevent staff from exceeding authorized service hours."
"I need a form staff can complete outside of a shift."
"I want to report on this information later."
When you know the outcome you're trying to achieve, it's much easier for our team to recommend the best workflow.
Everything Starts with a Shift
The foundation of Giv is the shift.
During a typical shift, a staff member:
Clocks in.
Selects the individual they're supporting.
Selects the service they're providing.
Completes any required documentation.
Clocks out.
While this seems simple, that single workflow creates valuable information throughout the platform.
From one completed shift, Giv can automatically generate:
Service documentation
Time and attendance records
Timesheets
Billing records
Reporting and analytics data
Because so many areas of Giv depend on shift information, learning the shift workflow first makes the rest of the platform much easier to understand.
Learn One Workflow at a Time
It's natural to want to jump straight into billing, payroll, or reporting. However, those areas rely on data that's created during daily operations. If no shifts have been completed, there won't be much information available to review.
We recommend learning Giv in this order:
Set up your agency's foundational information.
Learn time tracking and shifts.
Complete documentation.
Build your scheduling process.
Review timesheets.
Learn billing workflows.
Configure payroll (if applicable).
Explore reporting and analytics.
Expand into additional features and workflows.
Taking this step-by-step approach helps your team build confidence while ensuring each part of the platform has the information it needs.