Scheduling
Organize and manage staff schedules efficiently to ensure the right coverage for every shift.
8 articles
- Scheduling BasicsBuild and run the schedule in the Shifts area: create one-off or recurring shifts, assign a caregiver directly (Schedule or Tentative) or offer a shift for caregivers to claim, edit…
- Viewing a caregiver's task responses and care summary (for office staff)Where office staff review a shift's care documentation — the caregiver's task list responses (Completed, Declined, Not Needed), care summary, and signatures — on the shift's Care tab, plus exporting…
- Changing a caregiver's pay rate (and updating their scheduled shifts)Where a shift's pay rate comes from, how to change a caregiver's rate on their profile, how to apply it to already-scheduled shifts, and how to fix a recurring series…
- Creating shifts: manually vs. with LooperTwo ways to create a shift in Careswitch — fill out the form yourself, or describe it to Looper. What each is best for, and what you need set up…
- Caregiver matching: recommendations and asking LooperHow Careswitch recommends the best caregiver for a shift, how caregivers fill in their own matching profile from the app, who can view or edit matching details, internal agency-only notes,…
- Schedule vs. Offer vs. Tentative: how to assign a shiftThe three ways to put a caregiver on a shift — Schedule, Offer, and Tentative — what each does, and when to use it.
- Recurring shifts and editing a whole seriesHow recurring schedules generate shifts, how to edit one shift vs. the whole series, and the changes that regenerate future shifts.
- Filling open shifts and handling caregiver calloutsHow to post an open shift for caregivers to claim, how AI screening evaluates matching profiles before caregivers are notified, how claiming works, and how to refill a shift when…