Page History

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1. Log in to personal profile
2. Click the Menu icon (hamburger menu) in the upper left corner
3. Click Schedules on the menu
4. View the schedule in a list format by week, today, or offered shifts with the following information included for each shift:
   1. Day
   2. Service Date
   3. Start Time
   4. End Time
   5. Employee Name
   6. Account Type
   7. Service Code
   8. Hours
   9. Status (Pending, Scheduled, Rejected, Offered, On-Call (residential program only)

Offer Shift

If you are the employee is unable to work a scheduled shift, you they can offer the shift for another employee to claim (pick up). The offered shift is only available for employees with active service accounts for the client or program to claim.

*Please note: Schedule swapping is not permitted by all organizations. Please contact your a supervisor or employer to verify utilization.

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. Click the shift you wish to offer up to open the view schedule form wizard
5. On the view schedule form wizard, click Click Offer Shift
6. Click Yes on the confirmation alert window
7. The offered shift will turn red on your the calendar and will be available for employees with active service accounts for the client or program to claim
   1. When  When another employee claims your the offered shift, your a supervisor or employer will review the schedule swap request and approve or reject it.
      1. If the schedule swap is approved, the offered shift will no longer appear on your schedulethe schedule of the employee who offered it.
      2. If no one claims your the offered shift or your the supervisor rejects the schedule swap, it will be added back to your the original employee's schedule and you they will be responsible for working the shift.
      3. When the supervisor or employer has completed the review, you the employee will receive a notification (if enabled by your the organization).

Cancel Offer Shift Action

If you can work the shift, you can rescind the offer and cancel the offered shift.

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1. Log in to your personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. View your schedule details on the Your Schedule page
5. Click the Checkbox next to View Offered Shifts above the calendar
   1. Only shifts that you have an active service account for will appear
   2. Offered shifts will appear in yellow

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Claim an Offered Shift

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. Click the offered shift to open the view schedule form wizard
5. Click Claim Shift
6. Click Yes on the confirmation alert window
7. The shift will be reviewed and approved or rejected by the supervisor or employer
   1. The shift remains yellow until it is reviewed by your supervisor.
      1. If the schedule swap is approved, the shift will appear in blue on your schedule
      2. If the schedule swap is rejected, it will be given back to the original employee
      3. When the supervisor or employer has completed the review, you will receive a notification if enabled by your organization

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Cancel

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a Shift Claim

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Schedules on the submenu
4. Click the claimed shift to open the view schedule form wizard
5. Click Cancel Request
6. Click Yes on the confirmation alert window

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• Is outside of the authorization dates

Run an

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Authorization Check

1. Log in to your personal profile
2. Click Home on the main menu
3. Click Entries on the submenu
4. Click Actions button
5. Click Authorization Check in the actions dropdown
6. Complete the form wizard for the proposed shift
7. Click Verify
8. If the shift passes all the above-listed rules, you will receive a Green Check Mark. If the shift violates any of the above-listed rules, you will receive a Red X.

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