Access Care Rostering

This page is designed for care providers who want to progress through the Workforce Planning 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.

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Lay the foundation for efficient and compliant workforce planning.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12673060-create-a-service-type-and-associate-with-a-visit-type">Create a visit type and associate it to a service type</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13159662-configure-availability-types">Configure availability types</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/12301480-set-up-cancellation-types">Set up cancellation types</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12469498-guide-to-planning">Guide to Planning</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12673060-create-a-service-type-and-associate-with-a-visit-type">Create a visit type and associate it to a service type</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13159662-configure-availability-types">Configure availability types</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/12301480-set-up-cancellation-types">Set up cancellation types</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12469498-guide-to-planning">Guide to Planning</a>

Enhance planning efficiency and reduce operational friction.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12570965-create-templates">Create planning templates</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13451007-enable-dynamic-travel-time">Configure dynamic travel time</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13513406-exclude-the-travel-time-planning-rule-from-a-service-user">Exclude travel time planning rule from a service type</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514098-add-set-travel-time-between-visits">Add set travel time between visits</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514443-view-profile-reports-for-service-user-and-employee-notes">View profile reports on client/employee notes</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12570965-create-templates">Create planning templates</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13451007-enable-dynamic-travel-time">Configure dynamic travel time</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13513406-exclude-the-travel-time-planning-rule-from-a-service-user">Exclude travel time planning rule from a service type</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514098-add-set-travel-time-between-visits">Add set travel time between visits</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514443-view-profile-reports-for-service-user-and-employee-notes">View profile reports on client/employee notes</a>

Unlock strategic planning tools and advanced reporting.

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11066399-create-visit-export" rel="nofollow noopener noreferrer" target="_blank">Use Visit Export for analysis</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514785-hours-attended-report-by-service-user-or-employee">Report on hours actually attended</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514838-continuity-on-shifts-or-visits">Analyse employee continuity and availability</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13140758-national-minimum-wage-calculation">Minimum Wage Calculations</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12459140-holiday-analysis-report">Holiday Analysis report</a>

- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11066399-create-visit-export" rel="nofollow noopener noreferrer" target="_blank">Use Visit Export for analysis</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514785-hours-attended-report-by-service-user-or-employee">Report on hours actually attended</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13514838-continuity-on-shifts-or-visits">Analyse employee continuity and availability</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13140758-national-minimum-wage-calculation">Minimum Wage Calculations</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12459140-holiday-analysis-report">Holiday Analysis report</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 optimise workforce planning and efficiency.

Optimise workforce planning and efficiency – self-directed support

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