Allocate Workers to an Open Shift

The Care Rota platform’s algorithm automatically suggests workers that match the criteria of your open shift.

To select the most eligible workers,

1. On the Rota calendar, click on an Open Shift to see the Shift Overview.

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2. Scroll the list to see eligible workers.

3. Click on the name of the worker to view his/her profile.

4. If you’re satisfied with the worker, exit the profile and revert to the shift overview and click Suggest.

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The suggested workers will automatically transfer to the suggested workers list

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5. Move to the Select panel and click Select on the preferred worker.

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6. The worker will automatically receive a notification informing his/her shift allocation.

7. If you’re dissatisfied with a selected worker, you can also deselect by clicking Reject. Type in a reason for rejection.

8. If rejected by accident, move to the Rejected Workers panel and click Select. The worker will be allocated to the shift again.


The status of the allocated worker will be displayed on the roster (i.e., accepted job, en route, started, finished).

 

If you have any questions regarding the process, please contact us.