Setup an approved, or even a pending, Time Off Request (TOR) for your employees, and have that appear blacked out on their worker calendar. Also, if any unaware scheduler attempts to assign a shift to them during that approved TOR time frame, a warning message will alert them. There is also the option with Utilities, and the Application Settings, to not just warn, but Restrict users from Scheduling over an approved TOR. You can also assign a security level minimum to override this setting. If a Paid Time Off (PTO) request was chosen as the specific type of TOR, this will allow for that employee’s PTO  hours to appear on the appropriate Timesheet and payroll processing reports. Watch for the step by step instructions on how to set this up.


Often times the most time consuming part of our jobs is data entry and documentation. When beginning with QSP, there are  only a few fields required in a client’s profile to begin building their schedule right away. Of course, you will probably want to complete their entire client profile, med rx, etc but that isn’t necessary to just begin schedule creation. As soon as you have their name entered and the type of service they receive you’re basically done! This tutorials also references the importance of defining individual client rate differentials base on time of day, day of week, and shared staffing. Depending on your agency and its relationship with Regional Center, you may pay your workers for working “premium hours” (higher ROP for day time hours) as well as “standard hours” (a lower ROP for overnight service). While not required to begin making schedules, it is important for accurate reporting.