Attributes Settings

Purpose: The Attributes Settings in Time & Attendance allow organisations to define, manage, and assign qualifications, certifications, or skills required for shifts. Attributes ensure staff compatibility with specific shift requirements, improving safety, compliance, and efficiency.

Key Features and Configurations

Attribute Types

• Description: Attributes represent staff qualifications or requirements for a shift.

• Examples:

  • Certifications: First Aid, Manual Handling, AUSLAN Proficiency.

  • Skills: Mobility Assistance, Epilepsy Training, Midasolam Administration.

  • Traits: Male/Female for gender-specific shifts, Non-verbal communication skills.

Shift Warnings

• Description: If a staff member lacks the required attribute for a shift, Time & Attendance provides a warning before assigning them.

• Purpose: Ensures only qualified staff are assigned to shifts, reducing risks and errors.

How to Configure Attributes

Accessing Attributes Settings:

• Navigate to Time & Attendance > Settings from the side navigation menu.

• Select Attributes.

Step-by-Step Instructions

• Create a New Attribute:

  • Select Create.

  • Enter the Attribute Name (e.g., "Driver's License - Manual").

  • Add a description if needed for clarity.

  • Select Save.

• Edit an Existing Attribute:

  • Locate the attribute in the list.

  • Select Edit.

  • Update the name or description as required.

  • Select Save.

• Delete an Attribute:

  • Locate the attribute in the list.

  • Select Delete.

  • Confirm and select Save.

• Assign Attributes to Staff:

  • Navigate to CRM> Staff Profiles.

  • Select the staff member and click Edit.

  • Go to the Time & Attendance Settings tab.

  • Assign the relevant attributes from the list.

  • Select Save.

• Assign Attributes to Shifts:

  • Navigate to the Roster page.

  • Edit the shift and add the required attributes under Shift Requirements.

  • Save the shift.

• Examples of Attribute Usage

• Compliance:

  • Assign "Seisure Management" as a mandatory attribute for shifts involving client’s requiring Seisure Management care.

• Specialised Skills:

  • Use "Manual Handling" for shifts requiring physical support.

• Client Preferences:

  • Assign "Male" or "Female" attributes based on client-specific needs.

Practical Applications

• Safety and Compliance:

  • Ensure staff meet legal and organisational requirements for specific shifts.

• Client Satisfaction:

  • Match staff attributes to client preferences or needs.

• Streamlined Scheduling:

  • Quickly identify qualified staff for shifts using attribute filters.

Warnings and Best Practices

• Warning on Assignment:

  • If a staff member without the required attribute is assigned to a shift, Time & Attendance will display a warning. Always resolve these warnings before finalising assignments.

• Attribute Maintenance:

  • Regularly review and update attributes to ensure they reflect current certifications and skills.

• Custom Attributes:

  • Clearly define custom attributes to avoid confusion and misuse.

Troubleshooting

• Issue: Attributes not appearing in the staff profile.

  • Solution: Verify that the attribute has been created in the settings and is active.

• Issue: Attribute warnings not triggering during shift assignments.

  • Solution: Ensure attributes are assigned to both staff profiles and shift requirements.

• Issue: Duplicate attributes in the system.

  • Solution: Merge or delete redundant attributes to maintain a clean system.

Practical Example

A shift requires a staff member with AUSLAN Proficiency to assist a non-verbal client. If a scheduler attempts to assign a staff member without this attribute, Time & Attendance will display a warning. This ensures that only qualified staff are assigned, maintaining compliance and client satisfaction.