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    Roster Adding Agency Staff to Roster

    This guide will cover adding agency staff to your roster and help you to find their pin.

    Please follow the interactive guide below, a written guide is also available at the bottom of the page.

    Written guide

    1. When on the Live Rota within the roster app select the Plus Button in the bottom right.
    2. Select Add Staff.
    3. Click the Filter Category.
    4. Choose the Agency category.
    5. Pick any of the Agency workers that you would like to add to the rota.
    6. Select Add to Plan once you have chosen.
    7. Select the Plus Button in a cell to add a shift.
    8. Select which shift you want them to work.
    9. Click Add Shift.
    10. Now open the Dashboard panel.
    11. Click the Agency tab.
    12. Modify the shift issues by clicking the pencil icon next to the shift.
    13. Choose which Agency they are a part of.
    14. Select the access level you wish to give them.
    15. Enter their contact time.
    16. You must choose a Care Service Group for the Agency worker otherwise they will not be able to view the Resident.
    17. Select Save.
    18. Enter the Usage tab.
    19. Click the Eye icon to view the pin.
    20. You can now view the pin number to hand to the agency worker to log-in.