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.

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Build a strong foundation for managing your care team effectively.

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11155443-create-employee-types-and-positions">Create a new employee type and position type</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13437431-adjust-holiday-entitlement">Adjust a holiday entitlement</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449054-assign-a-holiday-scheme-to-an-employee">Assign a holiday scheme to an employee</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11164087-add-availability-and-unavailability">Add employee unavailability</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11652241-add-an-applicant">Convert an applicant to an employee</a>

- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11155443-create-employee-types-and-positions">Create a new employee type and position type</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13437431-adjust-holiday-entitlement">Adjust a holiday entitlement</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449054-assign-a-holiday-scheme-to-an-employee">Assign a holiday scheme to an employee</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11164087-add-availability-and-unavailability">Add employee unavailability</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11652241-add-an-applicant">Convert an applicant to an employee</a>

Optimise your HR processes and compliance tracking.

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449145-configure-availability-types">Configure advanced unavailability types</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449186-create-custom-fields">Create custom fields</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449690-task-matrix-report-for-employees-and-service-users">View the task matrix export</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11161984-set-up-or-renew-training-and-qualifications">Upload documents to training and qualifications</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13450044-manage-holiday-requests">Manage holiday requests</a>

- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449145-configure-availability-types">Configure advanced unavailability types</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449186-create-custom-fields">Create custom fields</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13449690-task-matrix-report-for-employees-and-service-users">View the task matrix export</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11161984-set-up-or-renew-training-and-qualifications">Upload documents to training and qualifications</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13450044-manage-holiday-requests">Manage holiday requests</a>

Unlock advanced employee self-service and integrated reporting.

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13562416-employee-portal-v2">Set up the Employee Self Service Portal</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13562493-enable-offer-and-request-on-the-employee-portal">Enable Offer &amp; Request functionality</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11875103-create-a-travel-rate-sheet">Apply a travel rate sheet to an employee</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13513852-integration-of-google-maps">Integrate Google Maps for travel planning</a>

<a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/12001549-termination-calendar-flow">Report on staff numbers, starters and leavers</a>

- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13562416-employee-portal-v2">Set up the Employee Self Service Portal</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13562493-enable-offer-and-request-on-the-employee-portal">Enable Offer &amp; Request functionality</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/11875103-create-a-travel-rate-sheet">Apply a travel rate sheet to an employee</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/13513852-integration-of-google-maps">Integrate Google Maps for travel planning</a>
- <a href="https://help-accesscarerostering.theaccessgroup.com/en/articles/12001549-termination-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

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