Scheduling
Organize and manage staff schedules efficiently to ensure the right coverage for every shift.
7 articles
- Scheduling BasicsLearn how to view your schedule, create shifts, assign caregivers, and make changes in Shifts. This guide also explains recurring schedules and how to cancel, restore, delete, or archive a…
- Reviewing and Updating Care NotesLearn how office staff can review task responses, care summaries, and signatures on a shift's Care tab, correct care documentation, and download care notes for one shift or a date…
- Changing a caregiver's pay rate (and updating their scheduled shifts)Learn where shift pay rates come from, how to change a caregiver's rate or your workspace defaults, and how to update scheduled shifts that still use an old or custom…
- Recording caregiver absences and call-offsDescription: Learn how to record a call-off, sick day, vacation, or other absence on a caregiver's Schedule tab. This guide explains what happens to their shifts when you approve an…
- Caregiver Matching: Recommendations and asking LooperDescription: Learn how to get caregiver recommendations, complete matching profiles, control who can view or edit matching details, add internal notes, and ask Looper for help finding caregivers.
- Recurring shifts and editing a whole seriesLearn how recurring schedules create shifts, how to change one shift or a whole series, how changes affect upcoming shifts, and how to end a schedule.
- Filling open shifts and handling caregiver calloutsLearn how to record a caregiver's call-out or absence and find someone to cover the shift. This guide also explains how caregivers report call-outs, how to offer or post shifts,…