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 claiming works, and how to refill a shift when a caregiver calls out.