Shift Scheduling

Creating Shifts (Managers & Directors)

1. Navigate to Shift Scheduling in the sidebar
2. Select the week using the navigation arrows
3. Click + Add Shift or click any empty cell in the calendar grid
4. Select the staff member, home, shift role, start/end time
5. Optionally set scheduled break times
6. Save the shift — it is saved as a Draft until published

Publishing a Schedule

1. Review all draft shifts for the selected week
2. Click the Publish Schedule button
3. All draft shifts for the week become visible to assigned staff
4. Staff receive in-app and email notifications about their upcoming shifts

Shift Views

• Calendar View: Color-coded weekly grid per home — best for spotting gaps
• List View: Chronological list of all shifts — best for reviewing details

Shift Swaps

Who can request: Any DSP or House Manager via the My Schedule page.

1. Go to My Schedule and find the shift to swap
2. Click Request Swap
3. Select a colleague and their shift to swap with
4. Enter a reason and submit
5. Managers approve/deny swaps from the Shift Scheduling page under Swap Requests
6. If approved, schedules update automatically for both staff members

Payroll Export

• Navigate to Shift Scheduling → Payroll Export
• Select a date range and home filter
• Export scheduled hours to Excel for payroll processing