Worker select button

How to use the worker select button to filter and find the right worker for a shift

When creating or editing a shift, you can either choose a worker from the drop-down list or use the Select button to open a filtered search window. The select button helps you find the most suitable worker by filtering for compliance, availability, preferences, and distance.

Using the select button

In the shift form, click the Select button next to the Support Worker field.

This opens a new window that automatically filters for workers who are:

• Compliant with relevant requirements
• Not already rostered on another shift at that time
• Available on the day or at the time of the shift
• Preferred by the client (highlighted), while excluding non-preferred workers

Filtering and searching

The select window provides several ways to find the right worker:

Feature	Description
Skills filter	Search for workers with specific skills or qualifications
Column filters	Use the column headers to sort and filter by any visible field
Distance (KM)	View the distance in kilometres from the client’s address to the worker’s address
Previous shift distance	See the distance from the worker’s previous shift location
Previous workers	View a list of workers who have previously been assigned to this client at the bottom of the window

The drop-down list in the shift form shows all workers and is not filtered for compliance or availability. Use the Select button whenever you need to verify a worker is suitable for the shift.

Multiple workers

If you need to assign more than one worker to a shift, tick Use additional workers in the shift form. This lets you assign up to four workers to one client for the same shift.

Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Related articles

Creating new shifts

Set up a client roster and create individual shifts

Conflict management

Identify and resolve shift conflicts

Roster invitations

Send shift invitations to available workers