Assign a worker

Select the shift on the Planner or Table to open the Edit Shift drawer. Its Status and assignments section shows the shift’s current status pill on the left and a Manage assignments button on the right.

Worker acceptance is the third field on the Shift details row, after Reference and Type. Two pills:

It stays editable after you publish, and only locks when work actually starts (a worker clocks in, or provider travel begins) or the shift is cancelled. Switching it on for an already-published shift sends the request immediately; switching it off clears the outstanding request but keeps the answer the worker already gave. Copying a shift carries the setting across.

The Worker assignments drawer opens, with an Assignments summary (“N assignments / N published / N completed”) at the top. On a shift that asked for acceptance, the summary also carries ”/ N confirmed”, and each assignment tab shows its own Awaiting worker, Accepted or Declined badge.

How you add workers depends on the shift’s type:

• Direct Support has a single assignment. Pick the worker under Assigned worker.
• Group Support starts with one assignment. Select Add assignment to add another (only enabled while participants remain unallocated), then pick a worker for each and use Participants for this assignment to attach the participants that worker looks after. Each tab reads “N participants attached · N remaining · 1:N finance split”. Every assignment lands on its own tab, labelled Assignment 1, Assignment 2 and so on, showing the worker’s name and a status badge; a tab can be removed with its × unless it is the first assignment, published, or already started.
• Intensive Support has no per-assignment worker picker. Use the Assigned workers multi-select at the top instead: adding a worker there creates an assignment for them, and removing one deletes it (unpublish first if it is published). Every worker serves the shift’s one participant.

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Support code timing sets whether you add the code now (Add before shift) or confirm it after delivery (Decide after shift, which opens the picker once the worker submits progress notes). It locks once the assignment is published or work starts.

Under Support code name, search for the support item and select the + button to add it to the assignment; it appears in a table below with its quantity. Add more than one code if the assignment bills more than one support item. If you cannot find a code, select Can’t find a code? Show all codes to widen the list beyond the recommended set.

Select Publish to send the assignment to the worker. The shift appears in their mobile app, and the status moves to Published.

Publishing is not always the end of it:

• On an Automatic shift it is. The worker is booked and can clock in when the time comes.
• On a Required shift the status moves to Awaiting worker instead, and the worker is asked to accept or decline in their app. Until they accept, they cannot clock in, start travel, log a break or report an incident on that shift. When they accept, the status reads Accepted. If they decline, the assignment unpublishes itself, the shift reads Declined, and you are notified.

To take an assignment back, select Unpublish and confirm Unpublish assignment?, which removes it from the worker’s mobile schedule until it is published again.