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Allocation Master - Member Shifts

Introduction

Member shifts are used to generate shift types which are reflected in the Client Allocations while viewing the member shift.

How to Access Member Shifts?
  • Click Masters - Allocation Master - Member Shifts.

  • You can view all the Member Shifts details.

How to Add New Allocation Shift?
  • Click "+ Add New Allocation Shifts".
  • Fill in all the required details and click the green tick button to save the details.

  • Once you have created the Allocation Shift in the Allocation Master, it is visible in the Client Allocations.

Fields:

  • Client Name: "Default" or an actual client, so when you select that client, it will bring through those set hours.
    EG Client 1 AM = 9-3 but Client 2 AM = 7-4, 
  • Shift Name: What is the Code/Short Hand of the Shift Type. 
    EG AM/ND/NS/SL/FD
  • Shift Description: What is the full name of the Shift Type. 
    EG Morning Shift/Night Duty/Night Shift/Sleepover/Full Day
  • Shift Priority: Enter a number priority which will assist in the sequence the order appears.
  • If this is an Overtime Shift Type for payroll: Does this shift require mapping differently to gross earnings? If so, should it be reported separately to the ATO via STP as overtime? This overtime would then be included in the bulk file result but not shown in reports.
  • Is this Shift Type Super Exempted: Is this shift type exempt from Super eg Overtime?
  • Is this a sleepover shift type: Is this a sleepover shift?Eg SO/SL as this will assist with sleepover splits and allowances in VX onwards.
  • Show in Booking: Would you like allocators/clients to roster with this or is it only for finance eg overtime and is used in finance but not when booking.
  • Client Default: Is this the default shift type and time for the client/default setting?
  • Start and End Time: This will help default the shift times to avoid less data entry when entering a shift. Eg AM usually is a 7-3 so this will always populate.
  • Shift Nominated Type: In this you can only map to AM/PM/NS, as these are the 3 shift types that a member can enter availability for on the app. 

 

If the Shift Nominated Type is not mapped, the shifts WILL NOT APPEAR ON THE APP.

  • Nominate Shift Type Text to view in invoices: What coding would you like on the invoice to appear. Eg The shift type is AM but you want DS (dayshift) shown on the invoice.
     
  • Status: Active or Not Active

How to Edit Allocation Shift?
  • Click on the edit icon.
  • Update the required details and click the green tick button to save the details.