Core Product Workflows

Step-by-step guides for using ShiftNest’s main features. Learn how care homes create shift requests, how agencies assign workers and manage compliance, and how shift workers manage availability, accept shifts, and submit timesheets. Each workflow is tailored to the user’s role for clarity and ease of use

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Assigning workers to shiftsAgencies can assign available workers to open shifts directly from their ShiftNest dashboard. This feature makes it easy to match the right people with the right shifts, while maintaining clear visibility for facilities and workers.Updated 7 Nov 2025Exporting Hours for PayrollOnce shifts have been completed and timesheets are signed, agencies can export approved hours to prepare payroll data in a downloadable spreadsheet format.Updated 7 Nov 2025Creating Shift RequestsCare homes can create shift requests directly from their dashboard to inform linked agencies of staffing needs. This feature allows managers to post open shifts quickly, specify requirements, and ensure coverage for every role and time slot.Updated 7 Nov 2025Approving time sheetsOnce a shift has been completed, the shift worker submits their digital timesheet for facility review. Care homes can review, approve, or reject timesheets directly in the Timesheets section of the dashboard.Updated 7 Nov 2025Viewing who is scheduledCare homes can easily see which workers are scheduled for upcoming shifts using the Shifts and Schedule sections. Both views include filter options to help you quickly locate assigned or open shifts.Updated 7 Nov 2025Accepting or Declining ShiftsShift workers can easily view, review, and respond to shift offers directly from their dashboard. You can accept new shifts, decline those that do not fit your schedule, and even request cancellation for shifts you’ve already accepted if necessary.Updated 7 Nov 2025Viewing worked hours / timesheetsThe Timesheets tab gives shift workers a full overview of their completed and pending shifts. You can track hours worked, check approval statuses, and download verified timesheet certificates after both parties have signed.Updated 7 Nov 2025