How to create a job post

Posting a job is how a shift gets into the system in the first place. Once it has been posted, it appears in your job schedule as an open job, ready for a worker to be put forward and allocated.

The form is split into three short steps, shown down the right-hand side of the screen: Job Details, Job Preferences and Job Summary. A blue tick appears against each step as you complete it, and a yellow exclamation mark shows the steps still to do, so you always know where you are.

This guide works through each step in turn, explains every field on the way, and shows you what to check before you post.

Before you begin

To post jobs for your own direct clients, you also need an active Agency Accelerator Pro licence.
The client and the site you are posting for must already exist in your account. If the one you need is not in the list, set it up under Clients first.
Fields marked with an asterisk are required. You will not be able to move on to the next step until they have all been completed.
Rates are not set on this form. They come from your agreement with the provider and are confirmed once a worker has been allocated to the shift.

Opening the job post form

Select Jobs in the left-hand menu.
Select + Post Job at the top right of your schedule, beside the search box.

The Post New Job form opens, and the breadcrumb at the top of the page changes to Jobs > Post Job, so you can always find your way back.

Tip: You can also post a job straight from the calendar view. Select + Post Job in an empty cell and the date is filled in for you.

Step 1: Fill in the job details

The first section, Job Details, tells the platform who the shift is for and what kind of worker it needs.

Choose the client, site and date

Select Client — the client the shift is being worked for.
Select Site — the exact site the worker will be going to. Choose the client first, as the site list is filtered to that client. Large clients often run several sites, so it is worth double-checking this one.
Start Date — the date the shift begins. An overnight shift can finish on the following day; you set that with the end time later on.

Choose a custom job or a template

Under Post Custom Job or using Template?, choose how you want to build the shift:

Post Custom Job — enter a custom start and end time for the shift yourself. This is the option to use for a one-off shift.
Post using Template — select from your pre-defined set of shift templates, so the shift details are filled in for you. Our guide How to create and use job templates explains how to set templates up.

Set out who you need

Select Worker Type — the role you need, for example Healthcare Assistant or Senior Support Worker. This field is required.
Select Skill Combination — the skills the worker must hold to cover this shift, such as Care Certificate or Medication Training. This field is optional.
Gender — a gender preference for the shift, where the client has one. This is set to Any unless you change it.
Number of Vacancies — how many workers you need for this shift. Use the − and + buttons to change the number. This field is required.

Please note: The worker type and the skill combination decide who shows up as eligible for the job. Asking for more skills than the shift genuinely needs is the most common reason a job attracts nobody, so keep the list to what is really required.

Use the arrow at the right-hand end of the Job Details bar to collapse the section once you are happy with it. That gives you more room for the next part of the form.

Set out the job duration and recurrence

The Job duration and Recurrence section is where you build the shift itself: the date, the hours, any repeats and any breaks. It sits directly underneath Job Details and is still part of the first step.

Confirming the shift date

At the top of the section, a bar reads Shift on followed by the date you chose, for example Shift on 3rd Nov 2026. If that is not right, select Change on the right of the bar and pick a different date.

Adding your shift blocks

A block is a stretch of time within the shift. Most shifts need only one, but splitting a long shift into blocks lets you show day hours and night hours separately, which matters because night hours are usually charged at a higher rate.

The running totals beside Shift blocks update as you go, showing the Total Duration of the shift and any Sleep-In time included in it.

In Block 1, choose the Type of block, for example a day block, a night block or a sleep-in.
Choose the Start Time.
Choose the End Time.
Check the total duration shown above the block. If it does not match the shift you had in mind, one of your times is wrong.

To split the shift, select + ADD BLOCK. A second block appears underneath, and you complete it in exactly the same way. Carry on adding blocks until the whole shift is covered.

Tip: Blocks should run on from one another without gaps. A shift running 08:00 to 23:00 might be Block 1 from 08:00 to 15:00 and Block 2 from 15:00 to 23:00 — not 08:00 to 15:00 and 16:00 to 23:00, which leaves an hour unaccounted for.

Repeating the shift

If the same shift is needed on more than one day, you do not have to post it again and again. Switch on Enable Recurrence? and the recurrence fields appear.

Select the toggle beside Enable Recurrence?.
Choose a Repeat Type, either Daily or Weekly.
If you chose Weekly, select the days the shift should repeat on under Repeats On. Select each day you need, from Mon to Sun. The days you pick are highlighted in blue, so you can choose more than one, for example Thu and Fri.
Choose the date the pattern should stop under Ends On.

Read the yellow note beside these fields before you move on, as it explains two things that catch people out:

A shift can only repeat for up to one month from the start date. If you need the pattern to carry on beyond that, save the shift as a template instead.
The date you pick under Ends On is not itself included. The recurrence stops at 00:00 on that date, so if you want that day covered, choose the following day instead.

You will be able to see every date the shift lands on in the summary at the end, so there is no need to work it out in your head.

Adding breaks

Switch on Breaks / Intervals to build breaks into the shift. Two panels appear, and the difference between them affects both the worker's pay and the client's charge, so it is worth being clear about which one you need.

Paid Breaks — the break counts as part of the total job duration and the care worker is paid in full for it.
Unpaid Breaks — the break still sits within the total job duration, but the time is taken off when the worker's payable hours are worked out.

For each type of break:

Choose the length of the break under Select Duration. If the shift has only one type of break, leave the other at 00:00.
Add an Additional Note if the worker needs to know anything about it, such as when the break should be taken or who covers while they are away.

If a shift has no breaks at all, simply leave the toggle switched off — the job will show as having no breaks assigned.

When the section is complete, select Continue at the bottom right of the form.

Step 2: Add your job preferences

Job Details now shows a blue tick on the right-hand side, and Job Preferences becomes the highlighted step. This part of the form is where you record anything the worker or the client needs to know about the shift.

Writing your job notes

The Job Notes box is for anything else worth saying about the shift — where to park, which entrance to use, who to ask for on arrival, or what the shift involves.

Please note: Job notes are visible to everyone involved in the job, including agency users and workers. Never put anything confidential, personal or sensitive about a service user in this box.

Adding a PO number

PO Number (optional) holds the client's purchase order reference for this job. It is worth filling in where you have one, because it is carried through to the timesheets and the invoices for the shift, which makes matching payments far easier later on.

Other settings for some jobs

Depending on the client and the job, this step can include more settings:

Expenses, for costs that sit outside the hourly rate, such as mileage, parking or travel. Enter a short description in Enter Expense and the value in Enter Amount, tick VAT Applicable if VAT should be added, and select Add Expense to record another line. Select the red bin icon to remove a line.
Direct allocation, for jobs you post for your direct clients, where you already know which employee will work the shift. Our guide Allocating a job to an employee as you post it explains how this works.

Select Continue to move on, or Back if you need to change something in the job details.

Step 3: Check the summary and post the job

The last step, Job Summary, brings everything together on one screen. Read it properly — it is much easier to correct a mistake here than to sort one out after the shift has been posted and workers have started to respond.

The Shift Summary panel shows, on the left:

Provider Name and Site — who the shift is for and exactly where it is.
Start/End Times — each block in turn, with its start and end date and time, and an icon showing the type of block.
Job Duration — the total length of the shift, for example 4h 0m.
Worker Type — the role you asked for.
Number of Vacancies — how many workers the shift needs.
Gender Preference — any preference you set.
Skills Required — every skill you asked for, shown as a tag.

And on the right:

Break Information — your paid and unpaid breaks, colour-coded and shown with their durations.
Job Notes — the note you wrote, or N/A if you did not add one.
PO Number — the purchase order reference, if you added one.
Repeat Type and Repeat On — the pattern you chose, for example Weekly on Thursday,Friday.
Recurring Dates — every date this shift will be created for, listed out in full. This is the quickest way to check your recurrence has done what you expected.
Block Booking — whether block booking is switched on for this job, for example Disabled.

If anything needs changing, select EDIT at the top of the panel to go back into the form, or use Back at the bottom of the page.

Two things to read before you post

Rates confirmed on worker allocation. The green box explains that no rate is shown at this stage. The rate that applies to the shift becomes visible once a worker has been allocated, in line with the relevant agency agreement. To see the rates themselves, go to the Agreements section.

Worker availability. The line at the bottom left tells you how many workers meet the criteria you have set, and how many more would have done but for expired compliance certificates. Those workers will not appear in the eligibility list.

Tip: If this line reads zero, go back and loosen the criteria before you post. Dropping a skill that is nice to have rather than essential, or removing a gender preference the client does not insist on, will usually open the shift up to more people. It is also worth checking your workers' compliance documents, as an expired certificate quietly takes someone out of the running.

When you are happy with everything, select Post Job.

What happens after you post

The shift appears in your job schedule under Jobs with a status of OPEN and a timesheet state of NOT ALLOCATED. Where you set up a recurrence, one job is created for each of the recurring dates.

Because your agency created it, the job carries an Agency Posted tag in the list, which makes it easy to tell apart from shifts posted by a provider. If you added a PO number or a job note, the row also shows a PO tag with the reference and a Job Note tag, and the Break Hours column shows the paid and unpaid breaks you set.

From there the shift follows the usual journey: put your workers forward, wait for the provider to confirm, and submit the timesheet once the shift has been worked. Our guide on managing your shifts and allocations covers that part in full.

If something looks wrong

Most problems at this stage come from the details behind the form rather than the form itself.

The client or site is missing from the dropdown — check the client has been set up and activated under Clients, and that the site is listed against them.
The skill you need is not in the list — skill combinations come from your agency setup. Contact our Support Team if one is missing.
No workers are showing as available — review the worker type, the skills and the gender preference, and check that your workers' profiles are approved and their compliance documents are in date.
The recurrence has not created the dates you expected — remember that the pattern is limited to one month, that the Ends On date is not included, and that a weekly pattern only lands on the days selected under Repeats On.
The Continue button stays greyed out — a required field is still empty. Check the worker type, the number of vacancies, the block times and, if breaks are switched on, the break durations.
The job has posted with the wrong details — get in touch as soon as you notice, ideally before a worker has been allocated, quoting the job reference number.

You can reach us using Raise a ticket, Knowledge base or Email us on your Overview page, or by phone during our support hours.