Lunchtime Learning - 31st May 2023

During this lunchtime learning, we explore:

Dashboards

• All six, of our built-in dashboards, visualising rota & personnel record information
• How the Staff Resource screen can display the number of filled & unfilled shifts per day, per Shift Group

Compliance

• The four types of compliance that can be recorded for members of staff & healthcare professionals: professional registration; indemnity; DBS & performers list.
• The three methods of keeping informed of staff compliance: Personnel Compliance dashboard; Notifications & Reports.
• What happens when someone is allocated to a shift when their compliance has expired

Admin Account Templates

• How we can use templates to build a "profile of access" and apply that to multiple user accounts, instantly.
• Creating & applying templates to both new & existing administrator accounts

New Functionality

• Ability to export a list of staff that have missing or invalid emails, when sending payroll & invoices out to staff
• A new Pay Rate Pattern report displaying which pay rate patterns are assigned to staff, and, for People+ customers, for which post(s) - report 852 Personnel - Pay Rate Patterns
• Your selected filters within Shift Pattern Manager are now visible at the bottom of the screen
• A new option in the Fairness and Allocation screen in both the Personnel & Availability Allocation Wizards, to ensure that when shifts are linked, only staff able to work both are are allocated.