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Setting up Workforce
The Workforce tools — rota planning, room charts, leave and absence — need to know how your practice works before they can help. Workforce → Setup is a guided, autosaving wizard that captures exactly that. Expect it to take a practice manager under ...
My workforce — your own rota and leave
Workforce → My workforce is the self-service page for every member of staff — no manager permissions needed. It shows only *your own* information, matched to the email address you sign in with. What you can do See your upcoming rota — your sessions, ...
Rota planner
Workforce → Rota planner is a weekly grid where you assign staff to morning, afternoon and extended-access sessions, in specific rooms — with the planner watching for problems as you go. Building a week Work across the weekly grid assigning staff to ...
Getting started with the Search Planner
The Search Planner is for planning and tracking changes to a whole estate of clinical searches — most commonly when reviewing an inherited search folder or planning a migration to a new clinical system. Rather than editing searches one by one, you ...
Leave, absence and Bradford scores
Two pages cover time away from work: Workforce → Leave for planned leave, and Workforce → Absence & Bradford for sickness absence. Leave Workforce → Leave manages leave requests with an approve/reject workflow: Requests — managers and admins raise ...