How to Process Your New Template Live
Once you have completed building your template you will need to process and make it live. You will need to
How to end a Rota you have created and no longer require
If you have created a Rota and you no longer require it you will need to select Your Template and
How to add an ad hoc shift to your live Rota
Sometimes you may need to have a member of staff come in to help, for example you have a new
How to Process a Staff Leaver
When you have a member of staff leaving you will have to process them as a Staff Leaver. You will
How to upload Documents to a Staff File
Make sure you have the document you wish to upload saved on your PC and as a PDF. Go to
Updating a Template Rota
Select Rotas and then Your Template – if you have an active rota select your rota and then Edit Template.
Recording a Payment (Income Module)
With any invoices raised on Care Control, you can mark them as having been paid including the payment type and
Care Control Roster Webinar – Part 6 – Processing a Staff Leaver
Please click on the link below to access the webinar: https://youtu.be/dg7MMDTeBho This transcript contains time markers and screen shots of
Ordering Job Roles in the Rota
You can choose which order your job roles appear in the rota. To do this, click Settings within the Roster
Adding Funds in Personal Allowance
To add funds for a service user, you need to go into Personal Allowance on the Client Area tab: Select