Planner (Day and Week) and Table views, date navigation, drag to create/move/resize/reassign, and how to find shifts.

Scheduling is your roster. It is where you create support shifts, assign workers, and review what was delivered. Open it from Schedule›Scheduling.

Note

Scheduling respects your role. If your role cannot create, edit or assign shifts, the page shows “Read-only. Your role cannot create, edit, or assign shifts.” and the Add shift button and drag actions are hidden. If your account has no active provider workspace, you see “This user is not linked to an active provider workspace yet.” instead of the roster.

Scheduling with the Planner and Table switch, Add shift, worker filter and Day or Week controls. — 1Switch between the Planner and Table views.
2Start a new shift in the full form.
3Choose which worker rows to display.
4Choose Day or Week before arranging the roster.
Start by choosing Planner or Table. Add shift opens the full form; filter worker rows and choose Day or Week to arrange the roster.

The two views

A toggle at the top right switches how the same shifts are displayed.

View	What you see
Planner	A drag-and-drop grid, one row per worker. Day mode shows a single day as an hour-by-hour timeline per worker; Week mode shows the whole week, one column per day, cards stacked inside each worker’s row. An Unassigned row always sits last, for shifts with no worker yet.
Table	A flat list of shifts with Date, Status, Time, Participant and Worker columns. Best for searching across a date range or filtering.

Tip

Ready to build your roster? Start with Create a shift, then Assign a worker.

Choose a view for the job

For a first booking, use Add shift so you can check each field deliberately. For arranging the day across the team, use Planner. For finding a particular reference or reviewing several dates, use Table. Neither view publishes a saved draft automatically.

For example, plan Jordan’s Monday visit by opening Monday in Planner and checking his row. If you cannot find the visit, switch to Table, choose a period containing Monday, set Status to All, reset Type, Participant and Worker to All, then search. A restrictive filter can hide a saved shift without removing it.

Moving around the Planner

Step one day or one week at a time with the arrows either side of the date range, or select the calendar icon next to them to jump straight to a date. A Today button appears whenever you have navigated away from the current period.

Your selected Day or Week view is remembered in this browser. The controls announce View saved. when the preference is kept.

Day and Week mode share a row of controls under the date:

Day / Week switches mode. This toggle is hidden on a phone, which is always Day mode; step through days with the tab strip instead of a Week grid.
6am – 8pm / 24 hours (Day mode only) sets how much of the day the timeline shows. The axis widens on its own to take in an out-of-window shift, so a 5am start or a 9pm finish always draws in full.
The state dropdown highlights public holidays for the chosen state on the visible day or week.

Creating and moving shifts by dragging

The Planner has no separate “new shift” form on the grid itself: you create, move, resize and reassign shifts by acting directly on the grid.

Create: select and drag across an empty stretch of a worker’s row (Day mode) to paint a start and end time, or just click an empty spot for a default one-hour slot. In Week mode a click books a default 9am-10am slot on that worker’s day. Either way the Add shift drawer opens prefilled with that date, time and worker, shown as a removable “Will be assigned to <worker>” chip; finish the rest of the form and select Create shift as normal. Clicking or dragging in the Unassigned row creates a shift with no worker.
Move: drag an existing shift to a new time (Day mode) or a new day (Week mode). Drop it in a different worker’s row to reassign that worker in the same move; drop it in the Unassigned row to unassign it. A short pause after picking the shift up shows a live preview of the new time before you let go.
Resize: in Day mode, drag the left or right edge of a shift to change its start or end time. Week mode cards are click-only for timing; open the shift to change its duration precisely.
Open: select a shift without dragging it to open the Edit Shift drawer.

Note

A shift that has started (a worker clocked in, or provider travel began), is Approved, or is Cancelled shows a lock icon and cannot be dragged; open it in the editor instead. Moving a merely Published shift is allowed and re-notifies the worker, the same as saving a change in the edit form. Rescheduling a shift that asked for worker acceptance also resets the worker’s answer, so they are asked again. A move must pass the current scheduling checks, including approved availability for the whole new shift time. If it is refused, read the message and resolve the conflict before trying again.

Finding shifts in the Table

Switch to the Table view to search and filter the roster. A period bar above the table steps through Day, Week, Month, Year or All (with the same jump-to-date and Today controls as the Planner).

Four dropdowns and a search box narrow the list:

Status starts at All active, which excludes Approved and Cancelled, but still includes unapproved completed work. Choose All to include those saved states, or select Approved when looking for a reviewed shift. See Shift statuses for the meaning of each label.
Type narrows the list by support type.
Participant narrows to one participant.
Worker narrows to one worker.
Search matches across the shifts in the current period.

Scheduling Table filtered to Approved, showing three genuine reviewed shifts and the participant filter. — 1Select Approved to find reviewed shifts.
2Narrow the roster to a participant when needed.
3Open the matching shift to inspect its saved details and assignments.
Status is deliberately set to Approved here, showing three reviewed shifts. The default All active would hide them. Open a row to compare the planned times with its actual worker record.

Select any row to open that shift.

Set availability before building the week

Use Workforce > Availability to collect casual responses, approve hours and manage regular hours and leave. A worker with no saved approved availability cannot be assigned. Changing a shift’s time is checked against the new hours too.

Repeat series can span up to 120 calendar days. You can archive one occurrence, that occurrence and future shifts, or the entire eligible series. No-show shifts cannot be edited or rescheduled. Finalise eligible unworked records through Cancel shift, or use copy or archive as appropriate. See Recurring shifts and copying.

Filter workers and read time changes

The Planner worker filter lets you concentrate on selected workers. The Unassigned lane stays visible so uncovered shifts do not disappear with that filter. Clear the filter when checking the whole team.

A clock icon on a shift warns that a recorded clock differs from the planned start or finish by at least 15 minutes. Open the assignment to compare planned, recorded and corrected times. It is a review prompt, not an automatic correction. A worker who clocks out early can become eligible for later work from their recorded finish, subject to approved availability and the other assignment checks.

Your first roster

Create the shift, open Manage assignments, select an eligible worker, complete the support coding and assignment settings that apply, and publish. Worker selection saves through the assignment action; configuration changes save with a later action or when the assignment drawer closes. Reopen to verify an unpublished draft if you are not publishing yet. Required acceptance then waits for the worker’s answer. After delivery, use Schedule > Assignments for notes, breaks, travel and approval. A shift saved in the office is not automatically visible on the worker’s schedule.

Scheduling overview