Using IntelyCare Staffing

This user guide covers the most frequent tasks that IntelyCare Staffing facility users perform on a day-to-day basis. To get the most out of this content, have your Staffing Hub open while you work.

IntelyCare Scheduler Setup
 

Where do I login?

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  1. Navigate to the Login page:
    https://app.intelycare.com/facility/login
  2. Enter your Email Address and Password
  3. Click the Login button

NOTE
If you forget your password, click the FORGOT PASSWORD? link and follow the instructions to reset your password.

Login to IntelyCare Scheduler
 

How do I request an IntelyPro for a single shift?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), and Type (RN, LPN…)
  4. Click on the day you would like the shift to fall on (November 18th shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Single IntelyPro
 

How do I request an IntelyPro for multiple shifts?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), and Type (RN, LPN…)
  4. Click on the day(s) you would like the shift(s) to fall on (November 16th and 23rd shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Multiple IntelyPros
 

How do I request multiple IntelyPros for a single shift ?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), Type (RN, LPN…) and # of each Type
  4. Click on the day you would like the shift to fall on (One RN and one LPN on November 16th shown here)
  5. Click the ADD TO CART button
  6. In the upper right of the screen, click the VIEW CART button
  7. In the cart, click the SUBMIT REQUESTS button
Request Multiple IPs on Single Day
 

How do I request multiple IntelyPros for multiple shifts ?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. In the SHIFT REQUEST popup, choose your shift options: Shift Time, Location (Floor), Type (RN, LPN…) and # of each Type
  4. Click on the day(s) you would like the shift(s) to fall on (One RN and one LPN on November 17th and 24th shown here)
  5. Click the ADD TO CART button
  6. Repeat Steps 3-5 until you have all shifts in the cart
  7. In the upper right of the screen, click the VIEW CART button
  8. In the cart, click the SUBMIT REQUESTS button
Request Multiple IPs for Multiple Shifts
 

How do I boost when creating one or more IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. Add one or more shifts to your Cart, then click the VIEW CART button
  4. Click the SUBMIT REQUESTS button
  5. In the Submitted Requests popup (shown), click See Boost Options
  6. Select the Boost Amount and Allow Overtime settings
  7. Click the Boost All Shifts button, then click Done
Boost During Shift Request
 

How do I boost a single IntelyPro requested shift?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Select the shift you’d like to boost and click the Boost Shift button:
Boost Shift Button
  1. Select the Boost Amount in the popup, then click Boost:
Boost Single Shift
 

How do I boost multiple IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Select one of the shifts you’d like to boost and click the Boost Shift button:
Boost Shift Button
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount in the popup, then click Boost:
Boost Multiple Shifts
 

How do I boost all IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Click the BOOST ALL PENDING REQUESTS button:
Boost All Pending Requests
  1. The Boost Popup will show how many shifts will be impacted (126 in this example)
  2. Select the Boost Amount, then click Boost
Boost All Popup
 

How do I change overtime settings at my facility?

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This functionality increases the amount of IntelyPros that can see open shifts at your facility and helps you fill those open shifts. Overtime is the ability to offer Overtime to IntelyPros in the IntelyCare client app. Without overtime, IntelyPros cannot sign up for shifts that would put their weekly hours over the 40-hour threshold.

  1. Click SETTINGS in the top navigation
  2. Click Overtime Settings in the secondary navigation
  3. Select the Overtime option you would like for your facility
  4. Click the Save button
Overtime Settings
 

How do I apply overtime to one or more shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Select one of the shifts you’d like to change Overtime Settings for and click the Boost Shift button:
Boost Shift Button
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the setting from Allow Overtime in the popup, then click Boost:
Update Overtime Settings on Shift
 

How do I modify boost and overtime settings for requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Hover over one of the shifts you would like to update and click Modify:
Modify Boost and Overtime Settings
  1. If desired, select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount and Allow Overtime settings in the popup, then click Boost:
Modify Boost/Overtime Popup

NOTE: Once a shift has been boosted, you can modify the boost settings (as shown above), but you cannot completely remove the boost. To remove the boost, delete the shift request and re-enter the shift.

 

How do I view all documents related to each IntelyPro who has accepted a shift at my facility?

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Expand Button
  1. Click STAFF DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click the EXPAND radio button (on the right)
  4. In the left column, click the Documents icon
  5. In the dropdown, select Documents and Certificates
IntelyPro Documents
 

How do I book a specific IntelyPro for one or more shifts (Book Me)?

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Book Me Button
  1. Click STAFF DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click the EXPAND radio button (on the right)
  4. Click the BOOK ME icon
  5. In the Book Me popup, select a date, shift time, and location
  6. Check the Confirmation checkbox to activate the button
  7. Click the SUBMIT REQUEST button
Book Me Popup
 

How do I rate an IntelyPro who has worked at my facility?

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Expand Button
  1. Click STAFF DIRECTORY in the top navigation
  2. Find the staff member in the directory (search or scroll)
  3. Click anywhere on the stars under their name
  4. In the popup, click on a star rating (5 = best; 1 = worst) and enter a review in the text box
  5. Click the Submit button
Rate IntelyPro
 

How do I cancel a specific IntelyPro who has accepted a shift at my facility, but keep the open shift request for another IntelyPro to pick up?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to cancel
Manage Button
  1. Click Manage button
  2. Select Remove IntelyPro from Shift
  3. In the popup, choose a reason from the select a reason dropdown
  4. Click the Cancel this IntelyPro button
Cancel IntelyPro, Keep Shift
 

How do I cancel an IntelyPro who has accepted a shift and delete the request for another IntelyPro for that shift?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to cancel
Manage Button
  1. Click the Manage button
  2. Select Remove Shift & IntelyPro
  3. In the popup, choose a reason from the select a reason dropdown
  4. Click the Cancel this IntelyPro & Request button
Cancel IntelyPro and Shift
 

How do I delete a pending IntelyPro request that no one has accepted yet?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to delete
Promote Shift Button
  1. Click Manage button
  2. Select Delete Shift
  3. In the popup, click the Delete this Shift button
Delete this Shift
 

How do I view billing related items?

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  1. Click on your initials in the top right corner of the screen
  2. Billing info is shown in the dropdown
Billing Info
 

How do I see the IntelyPro status on a shift (accepted, on way, checked in)?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Find the shift you’d like to check
Manage Button
  1. Click the IntelyPro’s name
  2. Status is shown in the popup
IntelyPro Status