How To's
By Stevie and 5 others6 authors42 articles
- How to Send Communication to Locums (in-app or email)
- How to Edit a Shifts Hourly Rate
- How to Create a Block of Shifts
- How to Cancel a Single Shift within a Block
- How to Cancel a Block of Shifts
- How to Remove a Shift from a Block
- How to Edit a Blocks Settings
- How to Assign a Block of Shifts
- How to Edit a Single Shift within a Block
- How to Book a Locum for a Block of Shifts
- How to Republish a Live Shift
- How to approve hours & assign payroll status (employee timesheets)
- How to Add ‘No Show’ to an Employee's Timesheet
- How to Adjust Hours on an Employee's Timesheet to "Undertime"
- How to adjust hours to “Overtime” on an employee’s timesheet
- How to Clock in & Out for a Break
- How To Add an Externally Booked Shift for Payment
- How to add an expense to a historical (already paid) shift
- How to Enable or Disable Instant Book for a Locum as an Employer.
- Leave Settings — general defaults & bulk add absences
- How to cancel a booked shift in the app (Locums)
- Agency Manager (add agencies, contacts, fees, report access)
- Company Manager
- How to Manage Expense Types
- Landing Page Settings
- How to add and configure a new location
- Leave Types — create, edit, and delete
- Manage Locum Compliance requirements
- Manage Payment Configurations (add, edit, delete)
- Payroll Categories
- Configure Regions (add locations, approval rate, negotiations)
- How to edit Roles & Permissions (and create new roles)
- Clock-In Settings — configure company clock-in rules
- How to Review Locum Documents Prior to Booking
- How to block a locum (prevent future viewing/applications)
- How to view & book Applicants
- How to negotiate a shift rate in the app
- How to Enable or Disable Rate Negotiation for a Shift
- Updating Location Settings
- Billing & Audit Activity
- How to Get the Most Value from Your Locums
- Reviewing a locum's renewal credential documents