Shift Credit Options

Shift Credit Options

Shift Credit options

  1. You may have some shifts for which you want people to get more or less credit for serving on them, than just the actual number of hours that the shift lasted. For example, for a six-hour overnight shift, you might want the person to get double credit, or 12 hours total for that shift. 
  2. On the Statistics page, you now have a new report available in the Volunteer and Staff section called "Worker Credits", reflecting the number of credits each person has earned.
Please also read the "crediting users for having worked a shift" Help Article to learn more on credit tracking.
Steps to turn on variable shift credit option: (Admins only)
  1. Click on "Admin Tools" on the left hand menu.
  2. Click on "Shifts" tab
  3. Scroll down to the "shift credits and paid shifts" section. Check mark "uses shift credits, rather than shift duration.
Steps to enter/edit shift credits on Shifts (Admins and Supervisors and those with special security permission).
  1. Click on "Shifts" on the left hand menu.
  2. Scroll down and either choose to "add a new shift" or click on "list all shift" to edit an existing one.
  3. Once you open the add or edit shift window you now have the option to enter shift credits. By default they are set to the length of the shift in hours. For example, a shift that is 3 hours and 30 minutes long would default to 3.5 credits
  4. Click on "Add Shift(s)" or" Save changes". 

Crediting users for having worked a shift

The system automatically tracks shift hours and shift credits for users that have signed up for a shift based on EITHER of the following conditions: 
  1. The user created at least one call report during the shift.
  2. The user signed on from a certified computer during (or within 30 minutes before) the shift. If they sign in more than a five minutes late, credit is not given automatically for having worked the shift, but rather the admin is advised.
Admins and Supervisors can manually give or remove credit for a person on a shift, after the fact.
There may be legitimate reasons why a user did not automatically get credited for a shift, but should still have it, such as:
  1. The user did paper call reports during their shift that have not been entered into iCarol
  2. The computer was not yet certified
  3. The office might have been closed due to a weather 
Steps on how to give or remove credits after the fact:
  1. Click on "Statistics" in the left hand menu.
  2. Click on "Shifts" in the top grey menu bar
  3. Under choose a report - click on "Shift Attendance"
  4. You will see a list of shifts that show no record of a user attending. If you believe a user did not cover a shift, you should unregister them from it so the iCarol records are kept accurate.
  5. To manually give a user credit click on the "give credit" link.

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