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Running Your First Shift

Learn how to complete your first shift in Giv, from clocking in and documenting services to clocking out and generating billing and timesheet records.

Running Your First Shift

Once your agency has completed its initial setup, you're ready to begin using Giv for day-to-day services. Every shift completed in Giv helps create the documentation and records your agency relies on. As staff document the services they provide, Giv automatically organizes that information for timesheets, billing, reporting, and more.

Starting a Shift

Depending on your agency's configuration, you may either:

  • Open a scheduled shift from your schedule, or

  • Start a new impromptu shift if your administrator has enabled that option.

Once you've opened your shift, you'll be guided through the rest of the workflow.

Completing a Shift

A typical shift follows these steps:

  1. Open your scheduled shift or select New Shift.

  2. Select the individual you're supporting.

  3. Select the service you're providing.

  4. Clock in and begin providing services.

  5. Review any important client information, such as Person Specific Training or alerts.

  6. Complete any required documentation during your shift.

  7. If the service you're providing changes, switch to the appropriate service within the shift.

  8. Clock out when your work is complete.

Your agency may require additional documentation before you're allowed to end your shift.

Completing Required Documentation

As you work, Giv may prompt you to complete documentation based on your agency's requirements.

This may include:

  • Shift Notes

  • Goal tracking

  • Medication administration

  • Incident Reports

  • Custom Forms

The documentation you see will depend on how your agency has configured Giv.

Changing Services During a Shift

Sometimes the work you're providing changes throughout the day. If that happens, simply switch to the appropriate service within your shift. Giv will accurately track the time spent providing each service, helping ensure documentation and billing remain accurate.

Clocking Out

Before ending your shift, review any required documentation to ensure everything has been completed. Once you clock out, Giv automatically processes the information you've entered and makes it available for other workflows throughout the platform.

Depending on your agency's configuration, this information may be used to generate:

  • Timesheets

  • Billing records

  • Service documentation

  • Authorization tracking

  • Reports and analytics

What's Next?

Now that you've completed a shift, the next step is understanding the different types of documentation you'll use while supporting individuals.

We'll cover each documentation type and when to use it in the next article.

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