Individual Schedule

A individual schedule shows all your scheduled shifts. A calendar view of your up to date schedule. The Individual schedule is located in the 'Master' tab and the 'Individual Schedule' button can be accessed from the 'Provider portal' and 'Master' tab. Select any of your shifts to make a schedule change. Hover over the shift for shift assignment details. The number of the day will be highlighted in orange for the current day of the month. You have the ability to confirm hours, propose or certify schedules changes, and edit hours or assignment.





Master Schedule: A schedule showing all scheduled shifts.


Bulk Confirm: Any shifts that you have worked but not yet confirmed are highlighted in pink. To confirm shifts that have been worked to date in bulk by selecting the 'Bulk Confirm' button.


Provider Comment: Comments are displayed at the bottom of each day. Provider comments are shown with a yellow background. If you have added multiple comments about a few days on your requests, you may want to add this information to the 'Location Notes'. This option is located within the 'Provider' tab > 'Shift Requests' screen. You can edit a provider's comments from either 'Request', 'Draft', 'Master' or 'Individual' schedules. In all cases, the personal comments carry over (e.g., from the request schedule to the master or individual schedule). The comments can be edited by using the comment tool at the right of the floating toolbar for the schedule. View all comments for a day by hovering the mouse cursor over any existing comment. The comment will also be printed on the 'Individual' and 'Master' schedule.

To add a provider comment: Left click on 'Toggle editing of provider comments (CTRL + 2)' button. The provider comment pencil icon will display at the bottom of the day to add a comment. A provider comment window appears containing a text entry area. Type in the entry for the comment.

Schedule keys: If a schedule key has been defined for the current version, then the schedule key is available from a tool above the calendar.



  1. Edit hours or assignment: You have the option to adjust the start and end time of a shift and include a reason. Also, you reschedule a provider by clicking the 'Clear' button.If you need to split a shift click the check box next to 'The shift is split' option. Also, you can add a pure adjustment provider to the shift within the 'Pure adjustment provider' section.

  3. Edit comment: (Optional) In the 'Master Schedule', the comment can be edited using the menu item 'Edit comment' or 'Edit hours or assignment'.

  5. Propose or certify change: This option lets you propose a schedule change. You have the option to choose from 'Propose a schedule change' or 'Certify a schedule change'. (The schedule administrator must have given you permission to certify schedule changes.) The schedule will be changed once; the other involved providers accept the schedule change within the 'My Proposals' screen. (If you require final administrative approval you may need to approve the schedule change before the actual schedule is updated.) To email your proposal to all or limited individuals: your email proposal is automatically generated, and cannot be edited. If you wish to add any comments about the Certify schedule change or proposal, please enter them in the 'Comment' area.

  7. Show provider availability: A list of providers available for a shift can be obtained from the 'Individual' schedule tab from a menu item.


Confirm hours: Any shifts that you have worked, but not yet confirmed are displayed with a pink background color. Click on a worked shift to 'Confirm hours' or 'Edit hours or assignment'. Any 'Pure adjustment' hours that you have worked are already confirmed and are listed with the letter 'A'. Click on a 'Pure adjustment' entry to 'Void hour confirmation' or 'Edit hours or assignment'. You can click the 'Confirm All' button to confirm all shifts that have been worked to date. You can then edit the hours of any confirmed shifts that need changes; click on the shift, then select the Edit hours or assignment option. Any 'split' shifts are shown with the letter 'S' next to the shift name. Before confirming your hours, you can view how the hours of the shift are being split by holding your mouse cursor over the shift name; a summary of the split will be displayed.



Void hour confirmation: You have the ability to remove your confirmation of hours if you needed to adjust a shift or clear by selecting the 'Void hour confirmation' option.




Locations: Each location is color coded according to the location in which you are scheduled.





Generate printout for all providers: Location administrators can have a collated printout of all 'Request' schedules or 'Individual' schedules emailed to them.