Managing Your Team in the mobility App

The Teams function is designed to make managing and booking your support workers easier and more efficient. Whether you’re an aged care client or a disability client, having a consistent and reliable team of workers is crucial for your care. This guide will explain how the Teams function works, where to find it, how to manage team members, and how to request ongoing shifts from the Teams page.

How Does Teams Work

Workers who have completed a booking for you are automatically added to your team. This feature ensures you can easily book them for future services, fostering consistent and reliable relationships.

Here’s how you can make the most out of it:

  • Easy Navigation: Quickly find and manage all your workers from one place.
  • Continuity in Care: Keep the same workers coming back, so they get to know you and your preferences.
  • Smooth Booking Process: Simplifies arranging future services with your trusted team members.
  • Support Network: Build a team that knows you well and can provide the best possible care.

Managing Your Team

Navigate to the Teams Tab

  1. Open the Teams Page: Tap on the team icon from the menu at the bottom of your screen.
  2. View Your Team Members: You’ll see an alphabetical list of workers.
    • Pending: New workers with upcoming bookings are displayed at the top of the list. Their profile picture will be slightly lighter, and they’ll have ‘pending’ below their name.
    • Previously Booked: Workers you’ve previously booked will have a full-colour photo with no text displayed below their name.
  3. Manage Team Members: Tap on a worker to open their profile and select from the following options:
    • Remove Worker: Remove the worker from your team.
    • Request Shift: Request a new shift with the worker.
    • Cancel Request: Available only for pending new workers. To cancel a shift request from an existing team member, you’ll need to go to the job on the Home page.

Requesting a shift

  1. Select the Worker: Choose the worker you want to book and tap ‘Request Shift.’
  2. Select the Service Type: Choose the type of service you need. If you are an NDIS client, you’ll also need to select the support category.
  3. Enter Shift Details: Enter the start date, shift start time, and end time.
  4. Set the Frequency: Choose how often you need this shift: daily, weekly, or monthly.
  5. Set the End Date: Indicate when you want the ongoing shift to end.
  6. Confirm the Address: Ensure the service address is correct, then tap the ‘Next’ button.
  7. Select the Worker: Confirm the worker from the list.
  8. Add Shift Details: Add a shift title and any notes for the worker.
  9. Upload Documents: Upload any relevant documents such as behavioural plans, home risk assessments, etc.
  10. Review and Accept the Service Agreement: Review the service agreement and tap the checkbox to accept it.
  11. Review Funding Method: Ensure the funding method is correct.
  12. Request the Shift: Tap the ‘Request Shift’ button. Success! Your request has been sent. Workers usually reply within a few hours.

Managing Shift Requests

Need to cancel, upload supporting images or documents, edit the title or description? Select the job from upcoming activities on the Home Page to make any necessary changes.

 

 

Teams FAQs

  • What is the Teams page in the mobility app?

    The Teams page is where you can manage your support workers. Workers who have completed a booking for you are automatically added to your team, making it easier to book them for future services and ensuring consistency in your care.

  • How do I find the Teams page?

    You can find the Teams page by tapping on the team icon from the menu at the bottom of your screen.

  • What does 'Pending' mean next to a worker's name?

    'Pending' indicates that a new worker has an upcoming booking with you. Their profile picture will appear slightly lighter, and 'pending' will be displayed below their name.

  • How do I manage team members?

    Tap on a worker's name to open their profile. From there, you can:

    • Remove the worker from your team.
    • Request a new shift with the worker.
    • Cancel a request (only available for pending new workers).

  • How do I request an ongoing shift with a worker from my team?

    To request a shift:

    1. From the Home Tab tap the + icon.
    2. Select the 'Add a team member shift’ button.
    3. Choose the Care and Support type (and support category if NDIS).
    4. Enter the start date, shift start time, and end time.
    5. Set the frequency (daily, weekly, or monthly).
    6. Set the end date.
    7. Confirm the address.
    8. Select the worker.
    9. Add a shift title and any notes.
    10. Upload relevant documents if necessary.
    11. Review and accept the service agreement.
    12. Review the funding method.
    13. Tap 'Request Shift.'

  • Can I cancel a shift request?

    Yes, you can cancel a shift request for pending new workers directly from their profile. For existing team members, you’ll need to locate the job on the Home page to cancel the request.

  • How do I upload documents for a shift?

    When requesting a shift, you can upload any relevant documents such as behavioural plans or home risk assessments. This can be done during the shift request process by tapping the upload button and selecting the documents from your device.

  • How do I edit or cancel a shift request?

    To edit or cancel a shift request, navigate to the Home page and select the job you want to edit or cancel. Follow the prompts to make the necessary changes.

  • What should I do if I need help managing my team or requesting a shift?

    If you need assistance, our support team is here to help. You can contact us by calling 1300 438 227, emailing support@mobility.com.au

  • Can I request a meet and greet with a worker before booking a shift?

    Yes, you can arrange a meet and greet to get to know the worker better before booking regular shifts. Mention your preference for a meet and greet in your job post or shift request notes.

  • How quickly do workers respond to shift requests?

    Workers usually respond to shift requests within a few hours. You will receive a notification in the app once the worker has responded.

  • Can I select multiple workers for a single shift request?

    No, you can only select one worker per shift request. If you need multiple workers for different tasks or shifts, you will need to create separate shift requests for each worker.

  • What if a worker declines my shift request?

    If a worker declines your shift request, you can select another worker from your team or post a new job on the jobs board to find additional support workers.

  • How do I keep track of my shift requests and bookings?

    You can view and manage all your shift requests and bookings from the Home page in the mobility app. This page provides an overview of your upcoming shifts and allows you to make any necessary changes.

  • Did you find this helpful?0000