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When something goes wrong

Problems workers raise with Report a problem, and swapping someone.

Step by step

  1. When a worker reports a problem, you get an email, a phone alert and a text straight away. It also shows on the run sheet and the shift.
  2. Open the shift to see Reported by the worker, and call them or the client.
  3. To swap the worker, go to Edit shift, choose someone else under Worker, leave Email and text the worker if the worker or time changes ticked, and click Save changes.
  4. If a worker couldn't clock in, use Clock in for them. If they forgot to finish, use Finish for them.
A shift page showing a problem reported by the worker
A shift with a reported problem.

Good to know

  • If a worker reports Running late before clocking in, the client contact is texted and emailed for you.
  • Once someone has clocked in you can't change the worker. Delete the shift and book a new one instead.
  • Workers don't confirm or turn down shifts. If something comes up, they use Report a problem or call the office.
  • The worker taken off a shift is sent a text and an email saying which visit, unless you untick Email and text the worker. Removing or deleting visits tells the workers on them too.
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