Setting up recurring shifts is a time-efficient strategy that streamlines the scheduling process. A step-by-step guide to setting up a recurring shift using the Schedule Board.
Need to cancel a scheduled shift? This guide walks you through the simple steps to cancel a shift quickly and efficiently.
In this article we will learn how to view employee availability
Approval is necessary before generating invoices to ensure that all shifts are accurately verified and validated.
A Service Category is a classification that groups similar types of services together. It helps in organizing and managing different services offered by a company, making it easier for users to navigate and select the appropriate service.
A Pricelist is a structured list that defines the pricing of products or services.
A service item represents a specific type of support or service that a provider offers, such as personal care, therapy sessions, or community participation
Adding an internal note on a shift helps ensure smooth operations, clear communication between admins , and better shift management.
In Provisoft, the Weekly Shift Type is designed for services that require flexibility in scheduling while adhering to a defined weekly hour limit. This setup allows users to create multiple individual shifts throughout the week, as long as the total numbe ...
In this article we will learn about how to Create a Daily Shift Type Key Points for Daily Unit Type The system allows unlimited shift entries per day until either the funding ends or the total shift hours equal the specified "Daily Hrs" value. The ...
A Sleepover Shift is a type of shift where the support worker stays overnight at a participant’s location but is not actively working the entire time. Instead, they are generally asleep or on-call and only provide assistance if needed during the nig ...
In this article we will learn about Create Shift Cancellation Reason Edit Shift Cancellation Reason Delete Shift Cancellation Reason To view the Shift Cancellation Reason Page, Using the Side Bar go to the Settings, Navigate to the Rota ...
For invoice to be generated for completed Shift first it need to pass from Shift Approval Process. Note : To Approve a Completed Shift you need to have Permission : Rota > Shift >> Approval : Yes In the Shift Approval Page, Cho ...
Managing invoices in Provisoft is a seamless process. This article will guide you through the steps to view, email, and mark an invoice as paid.
When a shift is cancelled, a reason is selected using the following pop up : The reason is created using the below UI : Charge: If charge Client = yes , this means we will charge the client even though the shift was cancelled. To proce ...
The Publish Shifts feature in Provisoft allows you to create and manage shifts in advance, giving you flexibility in organizing your team’s schedule. You can juggle shifts around and only publish them when everything is finalized. This feature helps ...
In Provisoft, choosing the "Monthly" unit type when creating a shift means the system will generate one shift entry per month. If the recurring option is enabled, this will continue until the specified funding end date; otherwise, a single shift instance ...
Understanding Sleepover Shifts: A sleepover shift involves an employee staying overnight at a client’s premises, being available to assist if needed. These shifts come with specific rules and provisions under the Award to protect employee right ...
Editing a shift in Provisoft gives you the flexibility to manage real-time changes in your schedule. Whether it's adjusting the shift timing, assigning a different employee, or removing a shift entirely.