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Residential: Configuring Services

Residential: Configuring Services

Once you have Security, Shifts and Sites configured, you’ll need to designate which services qualify for shift scheduling. Typically, these are daily services since the majority of services that you staff in 24/7 shifts are residential in nature. Go to Billing → Services Search for the service(s) you want to configure for shift scheduling and […]

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Residential: Shift Notes

Residential: Shift Notes

In this course we will review how to launch notes directly from shifts on the scheduler. These are shifts Click on Scheduling. Filter to your Site. You may use  any of the  filters as needed depending on how its easiest for you to search for your schedules. Click on the link for the most current […]

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Residential: Configuring Shifts to Sites

Residential: Configuring Shifts to Sites

Once you have enabled access as needed let’s discuss how you will begin configuring your shifts and then assigning them to sites. First, let’s setup the shifts. You’ll go to Configure→List Configuration→Shifts. Click Add Shift. Designate a shift number (this is the sort order of shifts in search lists). Enter a description (this is how […]

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Residential: Scheduling Shifts

Residential: Scheduling Shifts

This course will focus on the process of adding and validating shift schedules.  Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated shifts at each site, typically a group home or similar setting that requires 24/7 staff coverage. The schedules can be validated […]

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Residential: Timeclock Configuration

Residential: Timeclock Configuration

The Timeclock functionality allows you to capture staff time and attendance in real time. OnTarget will record the location and device of the user clocking in/out, along with validating that the clock in/out’s are within acceptable range of the site where services are to be rendered. Reminders can be sent to staff if they forget […]

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Configuring Shift Scheduling Security

Configuring Shift Scheduling Security

Before we jump right into how you will configure settings so that you can begin scheduling your staff to the respective shifts in your residential settings, let’s first touch on the core functionality available. Shift Scheduling in OnTarget allows you to assign clients, employees and shifts to specific sites.  Eligible staff are scheduled for designated […]

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Notifications Dashlet

Notifications Dashlet

The Notifications Dashlet allows you to send task notifications in bulk.  Please note that access to the Notifications Dashlet is typically reserved for security administrator/HR level users only.Restricting this prevents users across the board from sending mass notifications and bogging down tasks unnecessarily.Access to the Notifications Dashlet is granted per role by going to: → […]

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