This feature is currently in a limited Beta and is available as part of the Plus package.
A shift is a set time which is allocated to a Care Professional, they will get paid a set amount regardless of how many visits they complete during this time. This is useful for creating a regular schedule and ensuring they are meeting their contracted hours of work.
Before Care Professionals start completing shifts it is important to set up a specific shift rate to ensure they get paid.
How to create a Shift rate
Start by going to the Pay Rates tab and click on the New Pay Rate button. From here you will add the name of the rate. To add a rate, click the Add rate button next to the Shift rates section.
Add the details of the rate such as:
Day type
When it will apply
Rate (single, fixed, banded)
Hourly Rate
You can add multiple rates, you should aim to input a rate for each hour of care delivered, for each day of the week.
For additional rates set up and to see how to assign a rate to a Care Professional, please see this article here - How to create and assign pay rate cards
How to edit an existing Pay rate
You can also add a Shift rate to an existing rate card. To do this, find the pay rate card and click Edit.
Add your shift rates as shown above, You will need to enter what date this rate will be effective from, you will not be able to save this page without this information.
You can backdate a pay rate up to 60 days. Click Save when you are done. You will want to make sure this rate is assigned to the Care Professional before they start their shifts.
Shifts and the Pay Dashboard
Once a shift has been completed by a Care professional, it will populate directly into the Pay Dashboard. As it is paid on planned time it will be automatically confirmed meaning there is no need to reconcile or confirm it, saving you time.
Under the Item type column, you will be able to see if it is a shift or a visit. You can click on the row to see a further breakdown of the Care Professional's timesheet.
If you would like to view and/or download the timesheets by shift, visits or by Care Professional you can do this on the Pay dashboard tab.
Once you are happy with the information you can generate the Pay run as normal, which will then populate the Pay runs tab ready to be exported to your accounting software.