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How to Enter Bookings for Multiple Shifts/Dates

When entering shifts into the system from the Allocations tool bar menu, you have two options:

  • MULTI – Use this for entering multiple shifts and/or multiple dates.
  • SINGLE – Use this for quick entry of single shift.

Allocations - Shift Booking - Options

To enter multiple shifts and/or multiple dates, follow the steps below:

  • Click on MULTI.
Multi - Shift Booking Option
  • A new browser tab will automatically open, providing access to the multi-shift entry page.
  • Mandatory fields appear with a red asterisk (*). Select options from the drop-down for fields:
    • Service Location* – The client location where the staff member will attend like Northwest Hospital.
    • Delivery Location – A specific area within the service location (e.g., Maternity Ward at Northwest Hospital).
    • Qualification* – The key skill or qualification requested by the client.
    • Expertise / Sub-Expertise – Additional skills or specialisations requested by the client.

Multi - Shift Booking Page

    • Date and Day * – Select Period Date to apply a date range.
      • Period Date- If selected, allows users you to apply a From and To date range for shifts. All these three fields appear just above the Date and Day field. To apply click on the checkbox.
      • No Weekend- If selected, will exclude creating shifts for Saturday and Sunday in a date range.
      • No Public Holidays- If selected, will exclude creating shifts for listed Public Holidays.

Date and Day - Select

    • Shift Type* – Availability type (e.g., AM for morning, PM for afternoon).
    • Start Time* – Shift start time.
    • End Time* – Shift end time.
    • Ordered by Professional* – The key contact who requested the booking.
    • Order Number – For client-provided order references ( to be included on the invoice).
    • Appoint Member – This field allows you to directly choose a member to nominate for the shift. If you choose to appoint a member you will be required to choose what status you want to enter the shift as. 
Status - Select 
    • Authorisation – Record secondary (personnel) approval if required.
    • Pay Level – This can be an optional or mandatory field depending on your system settings. This will allow you to appoint a pay level for the shift instead of using the level set against the members profile.
    • Ref No. – This is an additional field to add in any extra data for reference. Depending on your invoice settings this may appear on the invoice.
    • Servicing Office – This is automatically appointed from the client profile, and you won't need to update it unless the office is different.
    • Booking Notes – Here is where you can add notes that are specific to the shift. You can choose to have these as internal notes, or client/member facing.

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