Difference between revisions of "Support Worker Module (Administrator guide)"
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Depending on your organisation, you might not call the staff concerned "Roster Workers". The module allows you to change the wording across the whole system so that you can call them "Carers", "Volunteers" or "Home Helpers", if you would rather. | Depending on your organisation, you might not call the staff concerned "Roster Workers". The module allows you to change the wording across the whole system so that you can call them "Carers", "Volunteers" or "Home Helpers", if you would rather. | ||
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You'll find the setting for this under the '''Cog > Roster Advisor > Roster Terminology.''' | You'll find the setting for this under the '''Cog > Roster Advisor > Roster Terminology.''' | ||
| − | [[File: | + | [[File:ros_term_1.png|300px|alt="a screenshot of the roster worker terminology button highlighted in the blue folder."]] |
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| − | [[File: | + | [[File:ros_term_2.png|700px|alt="a screenshot of the roster worker terminology buttons."]] |
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| − | [[File: | + | [[File:ros_term_3.png|700px|alt="a screenshot of the roster worker terminology editing page, with fields allowing you to edit the name of the individual terminilogy."]] |
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| − | [[File: | + | [[File:ros_term_4.png|300px|alt="a screenshot of the roster worker button which has now been relabelled to the home helper module."]] |
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The first thing you will need to do is to add some Roster Workers. The Roster Workers are found in two places in the menu, under the "Roster Advisor" tab and the "Contact Management" tab. | The first thing you will need to do is to add some Roster Workers. The Roster Workers are found in two places in the menu, under the "Roster Advisor" tab and the "Contact Management" tab. | ||
| − | [[File: | + | [[File:sup_adv1.png|700px|alt="A Screenshot of the support advisor button, highlighted under the support advisor menu."]] |
| − | [[File: | + | [[File:sup_adv2.png|700px|alt="A Screenshot of the support advisor button, highlighted under the contact management menu."]] |
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| − | [[File: | + | [[File:sup_adv3.png|600px|alt="A Screenshot of the support advisor results page, showing 13 home helpers."]] |
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| − | [[File: | + | [[File:sup_adv4.png|1000px|alt="A Screenshot of the support advisor results page, showing 13 home helpers."]] |
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| − | + | If they are not found on the system, then select the "Create New Roster Advisor" button on the right hand side of the screen: | |
| + | [[File:sup_adv5.png|500px|alt="A Screenshot of the new home helper search and create new home helper' buttons."]] | ||
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| + | Clicking here will give you a setup page just like one for a client. You can add the Roster Worker's details here, and click "Save Details". You will have some additional sections that hold Roster Worker-specific information. | ||
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| + | "Client Assignments" shows which clients they are assigned to, and for what service. If they are assigned to a person more than once, i.e. they call them daily for befriending, but see them every other day to help with shopping, it will show each assignment on this section. | ||
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| + | [[File:sup_adv6.png|900px|alt="A Screenshot of the client assignments section, listing two clients who are assigned to the roster worker."]] | ||
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| + | "Unavailability's" is used to enter periods of time when they are unavailable, such as holidays, training etc. (for more detail see [[Unavailability Reasons]]) | ||
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| − | + | [[File:sup_adv7.png|900px|alt="A Screenshot of the unavailability's section, displaying fields for entry of unavailability times."]] | |
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| − | [[File: | + | [[File:sup_adv8.png|900px|alt="A Screenshot of the matching criteria section, displaying fields for entry of the available working hours of the roster worker."]] |
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===Setting Projects to work with your Roster Worker module=== | ===Setting Projects to work with your Roster Worker module=== | ||
| − | For each Project, on the | + | For each Project, on the name, type, and dates section, there is a drop-down box where you can associate that project with some other system functionality - the one we are interested in is "Roster Advisor Schedules". |
| − | [[File: | + | [[File:sup_adv9.png|500px|alt="a screenshot of the project type drop down in the project set up page."]] |
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| − | [[File: | + | [[File:sup_adv10.png|600px|alt="a screenshot of the two additional drop down lists, one for 'does the project require a signature?' and one for 'Create Support Advisor Work Schedule Automatically?'."]] |
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| − | On the demonstration system the project involving Roster Workers is called "Help | + | On the demonstration system the project involving Roster Workers is called "Home Help" and is linked to Roster Advisor Schedules, as shown. |
| − | [[File: | + | [[File:sup_adv11.png|600px|alt="a screenshot of the project listed, that says it's a support advisor project next to it."]] |
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===Setting up your services=== | ===Setting up your services=== | ||
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| − | [[File: | + | [[File:sup_serv1.png|400px|alt="a screenshot of the support services button, highlighted within the admin menu."]] |
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| − | [[File: | + | [[File:sup_serv2.JPG|700px|alt="a screenshot of the support services entry page, displaying an often text box for entry of a service."]] |
Once you are done, click "Save Details" and you will be taken back to the page showing the Services on your system. | Once you are done, click "Save Details" and you will be taken back to the page showing the Services on your system. | ||
| − | The demonstration | + | The demonstration project includes eight services, as shown. |
| − | [[File: | + | [[File:sup_serv3.JPG|900px|alt="a screenshot of the support services list, displaying eight individual service options."]] |
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===Unavailability Reasons=== | ===Unavailability Reasons=== | ||
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| − | [[File: | + | [[File:un_av_1.JPG|600px|alt="a screenshot of the unavailability reasons list."]] |
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===Roster Teams=== | ===Roster Teams=== | ||
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| − | [[File: | + | [[File:sup_av_1.JPG|700px|alt="a screenshot of the support advisor team creation page, showing a field to input the name of the team."]] |
===Matching Exclusions=== | ===Matching Exclusions=== | ||
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| − | [[File: | + | [[File:matching_ex1.JPG|700px|alt="a screenshot of the matching exclusion list."]] |
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===Roster Field Settings=== | ===Roster Field Settings=== | ||
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Roster Field Settings allows optional fields to be shown or hidden in various areas of the module. These are: | Roster Field Settings allows optional fields to be shown or hidden in various areas of the module. These are: | ||
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====Show Roster Worker Travelling Time/Mileage on "Complete Work Schedules?"==== | ====Show Roster Worker Travelling Time/Mileage on "Complete Work Schedules?"==== | ||
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This allows you to enter mileage and travelling time while completing work schedules. The two bottom options require the Enhanced Mapping add-on (see [[Travel Time & Mileage]]) | This allows you to enter mileage and travelling time while completing work schedules. The two bottom options require the Enhanced Mapping add-on (see [[Travel Time & Mileage]]) | ||
| − | [[File: | + | [[File:field_set_1.JPG|700px|alt="a screenshot of the field labelled 'show roster worker travelling time mileage on complete work schedules?'."]] |
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====Show client mileage on "Complete Work Schedules"?==== | ====Show client mileage on "Complete Work Schedules"?==== | ||
| − | [[File: | + | [[File:field_set_2.JPG|500px|alt="a screenshot of the field labelled 'complete work schedules?'."]] |
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...and so on. The issues around charging for mileage are only likely to be an issue if you are using the [[Accounts_Module_(Administrator_guide)|Accounts Module]]. Paying Roster Workers their mileage can be done with a simple report and a calculation. If you don't separate normal mileage and client mileage, either in charges or payment, there is no reason to use a separate Client Mileage. | ...and so on. The issues around charging for mileage are only likely to be an issue if you are using the [[Accounts_Module_(Administrator_guide)|Accounts Module]]. Paying Roster Workers their mileage can be done with a simple report and a calculation. If you don't separate normal mileage and client mileage, either in charges or payment, there is no reason to use a separate Client Mileage. | ||
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====Cut-off expiry period (days) for "Complete Work Schedules"==== | ====Cut-off expiry period (days) for "Complete Work Schedules"==== | ||
| − | [[File: | + | [[File:field_set_3.JPG|400px|alt="a screenshot of the field labelled 'cut off expiry period (days) for "complete work schedules."]] |
This allows you to set a period before which job cards etc cannot be adjusted. It is for organisations that pay their staff based on the job cards - obviously once the work is paid, it would be undesirable to be able to go back and edit the job cards etc; this would result in accounting errors and a discrepancy between what has been paid and what the system reports. If set to 30 days, for example, any job card information cannot be adjusted if the appointment in question was more than 30 days ago. | This allows you to set a period before which job cards etc cannot be adjusted. It is for organisations that pay their staff based on the job cards - obviously once the work is paid, it would be undesirable to be able to go back and edit the job cards etc; this would result in accounting errors and a discrepancy between what has been paid and what the system reports. If set to 30 days, for example, any job card information cannot be adjusted if the appointment in question was more than 30 days ago. | ||
If it is set to 0, this means there is no expiry period. | If it is set to 0, this means there is no expiry period. | ||
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====Change the Receipt Style Jobsheet==== | ====Change the Receipt Style Jobsheet==== | ||
| − | [[File: | + | [[File:field_set_4.JPG|400px|alt="a screenshot of the field labelled 'cut off expiry period (days) for "complete work schedules."]] |
This allows you to change the header and footer that appear on the Receipt Style Jobsheet. | This allows you to change the header and footer that appear on the Receipt Style Jobsheet. | ||
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==Delete Unconfirmed Work Schedules== | ==Delete Unconfirmed Work Schedules== | ||
| − | [[File: | + | [[File:del_un.JPG|400px|alt="a screenshot of the delete unconfirmed work schedules buttons."]] |
This is found on the "Confirm Roster Work Schedules" page. | This is found on the "Confirm Roster Work Schedules" page. | ||
This function allows you to reset changes made to appointments which have not yet been confirmed - i.e. if someone has used the "Confirm Work Schedules" menu item, changed the details of some appointments, and clicked "Update" - '''but not confirmed the jobs''' - clicking the "Delete Unconfirmed Work Schedules" button will reset these appointments back to the default care plan values. | This function allows you to reset changes made to appointments which have not yet been confirmed - i.e. if someone has used the "Confirm Work Schedules" menu item, changed the details of some appointments, and clicked "Update" - '''but not confirmed the jobs''' - clicking the "Delete Unconfirmed Work Schedules" button will reset these appointments back to the default care plan values. | ||
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==Assigning Charge Rates to activity if you have the Invoicing Module== | ==Assigning Charge Rates to activity if you have the Invoicing Module== | ||
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| − | [[File: | + | [[File:sup_ad_plan.JPG|700px|alt="a screenshot of the support advisor plan button, highlighted in the support advisor menu."]] |
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| − | [[File: | + | [[File:sup_ad_plan2.JPG|700px|alt="a screenshot of the support advisor plans page, listing the individual plans."]] |
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| − | [[File: | + | [[File:ra_te.JPG|400px|alt="a screenshot of the rate drop down, in the support plan page."]] |
| − | You can alter the rate per individual job if needed at Confirm Work Schedules, Complete Work Schedules and by editing the job card | + | You can alter the rate per individual job if needed at Confirm Work Schedules, Complete Work Schedules and by editing the job card. |
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==Calculating Holiday Pay== | ==Calculating Holiday Pay== | ||
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The Holiday Pay Calculation function is for organisations who use part time staff and pay their holiday to them at a rate of "1 holiday hour per x hours worked". | The Holiday Pay Calculation function is for organisations who use part time staff and pay their holiday to them at a rate of "1 holiday hour per x hours worked". | ||
| − | === | + | ===Settings=== |
| − | [[File: | + | [[File:hol_pay_1.JPG|400px|alt="a screenshot of the holiday pay settings button, higlighted in the admin menu."]] |
| − | Clicking on the | + | Clicking on the [[Roster_Worker_Holiday_Pay_Settings|Holiday Pay Settings]] menu item will show a screen where you can choose whether holiday pay is to be calculated or not, and set up the calculation rate. |
| − | + | [[File:hol_pay_2.JPG|700px|alt="a screenshot of the holiday pay settings button, showing a field labelled 'calculate holiday pay?'."]] | |
| − | [[File: | ||
===Holiday Pay Calculation=== | ===Holiday Pay Calculation=== | ||
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| − | [[File: | + | [[File:hol_pay_3.JPG|700px|alt="a screenshot of the holiday pay calculation button in the roster worker menu."]] |
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| − | [[File: | + | [[File:hol_pay_4.JPG|700px|alt="a screenshot of the holiday pay calculation page, including text that reads: This option will use the completed job cards to work out time worked and therefore holiday hours accumulated, and unavailability records to gather the holiday hour requests. These amounts will produce a new balance of holiday pay at the specified end date which will be visible in the Support Advisor Details screen. No account is taken for teams or Projects because Unavailabilities take no account of Projects. It is possible to re-run this option to the same end date if data has not been completed for all Projects or teams."]] |
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===Holiday Pay Report=== | ===Holiday Pay Report=== | ||
The Holiday Pay Report will output previous Holiday Pay Calculations. See [[Holiday Pay Earned Report|Holiday Pay]] | The Holiday Pay Report will output previous Holiday Pay Calculations. See [[Holiday Pay Earned Report|Holiday Pay]] | ||
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===Requesting holiday pay for the worker=== | ===Requesting holiday pay for the worker=== | ||
When an organisation is using the Holiday Pay feature, there will be a section on the Unavailabilities tab of the Roster Advisor Details screen, which deals with holiday pay. Use "New Unavailability" to enter a new time period when the worker wants to request holiday. | When an organisation is using the Holiday Pay feature, there will be a section on the Unavailabilities tab of the Roster Advisor Details screen, which deals with holiday pay. Use "New Unavailability" to enter a new time period when the worker wants to request holiday. | ||
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==Roster Worker Printouts== | ==Roster Worker Printouts== | ||
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The printouts section allows you to print various information which will help you on a day-to-day basis. | The printouts section allows you to print various information which will help you on a day-to-day basis. | ||
| − | [[File: | + | [[File:hol_pay_5.JPG|alt="a screenshot of the printout options listed in the roster worker menu."]] |
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This will print receipts for people who have paid for roster work on the day. | This will print receipts for people who have paid for roster work on the day. | ||
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Latest revision as of 12:36, 1 August 2024
Contents
- 1 Overview of the Roster Worker Module
- 2 Running the Roster Worker module
- 3 Setting up the Roster Worker module
- 4 Delete Unconfirmed Work Schedules
- 5 Assigning Charge Rates to activity if you have the Invoicing Module
- 6 Calculating Holiday Pay
- 7 Roster Worker Printouts
Overview of the Roster Worker Module
The Roster Worker Module is one of the add-on modules available for a system. It acts rather like the Volunteering module but with a lot of extra functionality. The Roster Worker module will allow you to:
- Create different services your Roster Worker may provide (shopping, home help, befriending etc) and choose this when assigning workers
- Build a care plan for each client, which might include several services delivered by any number of Roster Workers
- Match clients and Roster Workers geographically
- Match clients and Roster Workers based on matching exclusions (for example, "Phobia of dogs", and "Owns a dog" etc)
- Produce job cards/sheets for your Roster Workers
- Invoice for roster work carried out (also requires the Accounts Module)
Terminology
Depending on your organisation, you might not call the staff concerned "Roster Workers". The module allows you to change the wording across the whole system so that you can call them "Carers", "Volunteers" or "Home Helpers", if you would rather.
You'll find the setting for this under the Cog > Roster Advisor > Roster Terminology.
Upon changing the terminology, you'll find that the menu headings will also alter to fit your chosen wording, so Roster Terminology will change to Home Helper Terminology for example.
If there is not something in the list that fits what you want to call them, you can click on one of the terminology choices to take you to an edit page. This also lets you customise how it appears in certain parts of the system:
Clicking "Save Parameters" will update the system with your new choice - in the screenshot below the terminology has been changed to "Home Helper".
However, "Roster Worker" is the most commonly used terminology and so this manual is written assuming that this is what you will be using.
Running the Roster Worker module
Details of day to day running of the Roster Worker module can be found in the User Manual - Roster Worker Module.
Setting up the Roster Worker module
Adding Roster Workers
The first thing you will need to do is to add some Roster Workers. The Roster Workers are found in two places in the menu, under the "Roster Advisor" tab and the "Contact Management" tab.
This will give you a list or a search form as appropriate, depending on how your system is set up. (See Org/Person Record Rules)
Searching for or creating Roster Workers is done in the usual way; first run a search to check that they are not on the system already as a client/volunteer/etc. If you see a message like this, click the "Search All" button;
If the person you want is in these results, you can use the "Make Into Roster Advisor" button.
If they are not found on the system, then select the "Create New Roster Advisor" button on the right hand side of the screen:
Clicking here will give you a setup page just like one for a client. You can add the Roster Worker's details here, and click "Save Details". You will have some additional sections that hold Roster Worker-specific information.
"Client Assignments" shows which clients they are assigned to, and for what service. If they are assigned to a person more than once, i.e. they call them daily for befriending, but see them every other day to help with shopping, it will show each assignment on this section.
"Unavailability's" is used to enter periods of time when they are unavailable, such as holidays, training etc. (for more detail see Unavailability Reasons)
"Matching Criteria" allows you to enter their regular working days/hours in order to assign them to clients at the right time (or rather, in order to avoid assigning them to a client at a time when they aren't available). It also holds a few extra settings, such as Matching Exclusions (see further down for more detail) and which contract they are assigned to (see Roster Advisor Contracts)
Setting Projects to work with your Roster Worker module
For each Project, on the name, type, and dates section, there is a drop-down box where you can associate that project with some other system functionality - the one we are interested in is "Roster Advisor Schedules".
Once linked, two boxes will appear;
The first box is an option to add an email address for the Roster Co-ordinator. This causes an email to be sent to the address whenever a note is added to a Roster Job card.
This relates to the creation of roster plans for your clients. If set to "yes", a blank roster plan will be created whenever a new referral is started within that project. If set to "no", there will be a box shown on the "Record a Contact" screen which allows you to say at what point you want the blank roster plan to be created - shown below;
On the demonstration system the project involving Roster Workers is called "Home Help" and is linked to Roster Advisor Schedules, as shown.
Setting up your services
Once you have linked the right projects to the Roster Worker module, you can create your Services. These are to categorise your Roster Worker activity.
In the "Cog > Rosters Advisor" submenu, click on the "Roster Services" menu item.
Click on "Create New Service" to enter a new service and fill in the details, including which project you want to associate the service with (each project needs its own set of services).
Once you are done, click "Save Details" and you will be taken back to the page showing the Services on your system.
The demonstration project includes eight services, as shown.
These are the reasons that you might use for Roster Worker unavailabilities. You can find these under the The Cog > Orgs and People K-Z
A list of example reasons is shown. You can add to these reasons later if you find out that you need more. (For more information see Unavailability Reasons
Roster Teams
If you wish to separate your Roster Workers into teams, you can set them up here. This is useful if your roster teams work out of several different offices.
You can set an address and contact details for each team, and also a logo to appear on that team's job cards etc.
It's important to note that a Roster Advisor can only be in one team.
Matching Exclusions
Matching Exclusions can be used to flag up if an assignment is made which shouldn't be. For example, some of the Roster Workers might be allergic to dogs, so they should not be assigned to any client who has a dog.
Roster Field Settings
Roster Field Settings allows optional fields to be shown or hidden in various areas of the module. These are:
Show Roster Worker Travelling Time/Mileage on "Complete Work Schedules?"
This allows you to enter mileage and travelling time while completing work schedules. The two bottom options require the Enhanced Mapping add-on (see Travel Time & Mileage)
Show client mileage on "Complete Work Schedules"?
This relates to the entry of job cards. If appropriate, your Roster Workers can enter client mileage as separate to their own mileage on their job cards. Client mileage is mileage driven when with the client, rather than mileage done on the way to/from an appointment. You might want to use this;
- If you want to report on these two sets of numbers, separate from one another (if you run a driving service, for example, this would probably be important)
- If you want to charge the client for mileage on their own time
- If you want to charge the client for all mileage, but at different rates
- If you want to pay your Roster Workers at different rates...
...and so on. The issues around charging for mileage are only likely to be an issue if you are using the Accounts Module. Paying Roster Workers their mileage can be done with a simple report and a calculation. If you don't separate normal mileage and client mileage, either in charges or payment, there is no reason to use a separate Client Mileage.
Cut-off expiry period (days) for "Complete Work Schedules"
This allows you to set a period before which job cards etc cannot be adjusted. It is for organisations that pay their staff based on the job cards - obviously once the work is paid, it would be undesirable to be able to go back and edit the job cards etc; this would result in accounting errors and a discrepancy between what has been paid and what the system reports. If set to 30 days, for example, any job card information cannot be adjusted if the appointment in question was more than 30 days ago.
If it is set to 0, this means there is no expiry period.
Change the Receipt Style Jobsheet
This allows you to change the header and footer that appear on the Receipt Style Jobsheet.
Delete Unconfirmed Work Schedules
This is found on the "Confirm Roster Work Schedules" page. This function allows you to reset changes made to appointments which have not yet been confirmed - i.e. if someone has used the "Confirm Work Schedules" menu item, changed the details of some appointments, and clicked "Update" - but not confirmed the jobs - clicking the "Delete Unconfirmed Work Schedules" button will reset these appointments back to the default care plan values.
Assigning Charge Rates to activity if you have the Invoicing Module
If your organisation is using the systems’ Accounts Module to create invoices for your activity, you will need to assign a rate to this activity. This is done in the client's care plan. Click on the "Roster Plans" menu item in the "Roster Options" submenu.
This will show the care plans on the system. The "Roster Plan Done?" column shows whether or not the plan is still ongoing. You can click on this to view the roster plan.
On each line, you have the option to select a rate:
You can alter the rate per individual job if needed at Confirm Work Schedules, Complete Work Schedules and by editing the job card.
Calculating Holiday Pay
The Holiday Pay Calculation function is for organisations who use part time staff and pay their holiday to them at a rate of "1 holiday hour per x hours worked".
Settings
Clicking on the Holiday Pay Settings menu item will show a screen where you can choose whether holiday pay is to be calculated or not, and set up the calculation rate.
Holiday Pay Calculation
When you want to calculate holiday pay, use the "Holiday Pay Calculation" menu item:
The details are given on screen, as follows:
This option will use the completed job cards to work out time worked and therefore holiday hours accumulated, and unavailability records to gather the holiday hour requests.
These amounts will produce a new balance of holiday pay at the specified end date which will be visible in the Roster Advisor Details screen.
No account is taken for teams or projects because Unavailabilities take no account of projects.
It is possible to re-run this option to the same end date if data has not been completed for all projects or teams.
Click "Calculate", and the system will output a holiday pay calculation. At the end of the "Date To Calculate Up To", the holiday pay amounts in hours will be allocated to the worker, and visible on the Roster Worker Details screen, on the Unavailabilities tab.
Holiday Pay Report
The Holiday Pay Report will output previous Holiday Pay Calculations. See Holiday Pay
Requesting holiday pay for the worker
When an organisation is using the Holiday Pay feature, there will be a section on the Unavailabilities tab of the Roster Advisor Details screen, which deals with holiday pay. Use "New Unavailability" to enter a new time period when the worker wants to request holiday.
Roster Worker Printouts
The printouts section allows you to print various information which will help you on a day-to-day basis.
Print Roster Advisor Exclusions
This will print all of the Matching Exclusions that have been applied to Roster Advisors on your system.
Print Job Cards
This is a functional part of the module - see the end user manual.
Print Roster Advisor Time Sheets
This is a functional part of the module - see the end user manual.
Print Roster Schedules
This will create a report for a service manager or similar person. The report is based on job cards, and can be printed for any combination of -
- Date range
- Job card number range
- Project
- Roster team
- Client
- Roster Advisor
- Incomplete job cards/complete job cards/both
- Unprinted job cards/printed job cards/both
- A "Detail" report will show all the appointments line-by-line.
- A "Summary" report will only show time and mileage totals.
You can also use this report as the basis of a mail merge to the roster advisors - perhaps useful to write/email Roster Workers who have not completed their job cards, etc.
Payments Made Receipts
This will print receipts for people who have paid for roster work on the day.
