Access Care Rostering

This page is designed for care providers who want to progress through the HR Value Pathway independently. Below you'll find curated Knowledgebase articles grouped by maturity level. Each level builds on the previous one, so we recommend starting with Establish before moving on to Evolve and Excel.

___________________________________________________________

Build a strong foundation for managing your care team effectively.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13435917-create-employee-types-and-positions">Create a new employee type and position type</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13437730-adjust-holiday-entailments">Adjust a holiday entitlement</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13448573-assign-a-holiday-scheme-to-an-employee">Assign a holiday scheme to an employee</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12471179-add-and-remove-availability-and-unavailability">Add employee unavailability</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12520951-convert-an-applicant-to-an-employee">Convert an applicant to an employee</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13435917-create-employee-types-and-positions">Create a new employee type and position type</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13437730-adjust-holiday-entailments">Adjust a holiday entitlement</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13448573-assign-a-holiday-scheme-to-an-employee">Assign a holiday scheme to an employee</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12471179-add-and-remove-availability-and-unavailability">Add employee unavailability</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12520951-convert-an-applicant-to-an-employee">Convert an applicant to an employee</a>

Optimise your HR processes and compliance tracking.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13159662-configure-availability-types">Configure advanced unavailability types</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12621140-create-custom-fields">Create custom fields</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13449589-task-matrix-report-for-employees-and-service-users">View the task matrix export</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12301577-set-up-or-renew-training-and-qualifications">Upload documents to training and qualifications</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13449862-manage-holiday-requests">Manage holiday requests</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13159662-configure-availability-types">Configure advanced unavailability types</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12621140-create-custom-fields">Create custom fields</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13449589-task-matrix-report-for-employees-and-service-users">View the task matrix export</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12301577-set-up-or-renew-training-and-qualifications">Upload documents to training and qualifications</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13449862-manage-holiday-requests">Manage holiday requests</a>

Unlock advanced employee self-service and integrated reporting.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13160979-employee-portal-v2">Set up the Employee Self Service Portal</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13450145-enable-offer-and-request-on-the-employee-portal">Enable Offer &amp; Request functionality</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12973499-create-a-travel-rate-sheet">Apply a travel rate sheet to an employee</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13513473-integration-of-google-maps">Integrate Google Maps for travel planning</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11867634-calendar-flow">Report on staff numbers, starters and leavers</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13160979-employee-portal-v2">Set up the Employee Self Service Portal</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13450145-enable-offer-and-request-on-the-employee-portal">Enable Offer &amp; Request functionality</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12973499-create-a-travel-rate-sheet">Apply a travel rate sheet to an employee</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13513473-integration-of-google-maps">Integrate Google Maps for travel planning</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11867634-calendar-flow">Report on staff numbers, starters and leavers</a>

Need help deciding where to start? Assess your current level using <a href="https://rostering.scoreapp.com/" rel="nofollow noopener noreferrer" target="_blank">ScoreApp</a>, or <a href="https://forms.office.com/e/LeKgrZyG2g" rel="nofollow noopener noreferrer" target="_blank">arrange a free 30-minute call with a Customer Success Manager</a>.

In this article, we provide you with all the tools that you'll need for self-directed support on caring for your care team.

Caring for your care team – self-directed support

📃 Privacy Policy

Useful Links

Care Management Solutions

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.