myEvolv Scheduling Site setup

Staff information 

On the Agency > Staff & Security > Staff Information > Personal Info form, enter the following information. 

• Name
• Phone #
• Address
• Job Title

In Scheduling Site the staff information displays above the calendar. 

Staff availability and preferences 

On the Agency > Staff & Security > Staff Information > Work Schedule form, enter the staff member's availability for days of the week and times.
Note: In the Availability section, the 'Is available for Patients/Clients' setting is not used in Scheduling Site; it is used for myEvolv Front Desk scheduling.

In the Preference Remarks area, enter the staff member's preferences in working with clients, such as 'Cannot work with pets'.

In Scheduling Site the staff member's time marked as available is shaded in blue. Their preferences display in the staff area above the calendar.

Staff desired hours/week 

On the Agency > Staff & Security > Staff Information > Staff Profile form, enter the staff member's desired number of hours to work per week.

In Scheduling Site this information appears above the calendar.

Billable hours 

On the Agency > Staff & Security > Staff Information > Billable Target Hours form, enter the staff member's weekly target billable hours. 

In the Scheduling Site dashboard, the target billable hours display as the staff member's weekly goal. The following example shows a staff member with a goal of 20 billable hours with 19.5 of those 20 hours scheduled.