Help Centre
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Bank for managers
What is Patchwork?
What are our products?
Clinician or worker using the mobile or web app
General troubleshooting
Using the Patchwork web app
Using the Patchwork Bank mobile app
Using the Patchwork Rota mobile app
Contacting Patchwork
Organisational settings and access
Access and sign in
Worker settings
Trust settings
Rota for managers
Support
Planning and creating a roster
Managing a roster
Managing leave
Managing pay processes
Bank for managers
Collaborative Bank
Agency Management
For recruitment
For shift management
For block shifts
For rate escalations
For pay processes
For data analysis
Agency Manager for managers and agencies
For shift management
I'm an Agency
Reporting
MOD
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Help Centre
Bank for managers
What is Patchwork?
What are our products?
Clinician or worker using the mobile or web app
General troubleshooting
Using the Patchwork web app
Using the Patchwork Bank mobile app
Using the Patchwork Rota mobile app
Contacting Patchwork
Organisational settings and access
Access and sign in
Worker settings
Trust settings
Rota for managers
Support
Planning and creating a roster
Managing a roster
Managing leave
Managing pay processes
Bank for managers
Collaborative Bank
Agency Management
For recruitment
For shift management
For block shifts
For rate escalations
For pay processes
For data analysis
Agency Manager for managers and agencies
For shift management
I'm an Agency
Reporting
MOD
Bank for managers
Collaborative Bank
How do I process Collaborative Bank payments?
How can I send shifts to a collaborative bank?
Collaborative staff banks with Patchwork
Agency Management
How does agency management work in the Patchwork Bank hub?
For recruitment
How do I unblock a worker?
How do I block a worker?
How do I turn on instant booking for a worker?
How to manage visa restrictions on a worker's profile
For shift management
A shift journey on Patchwork
How do I request a shift?
How do I sign off an outstanding timesheet that has amended hours?
How will I receive notification when a bank shift is booked, or applied for?
How can workers be booked onto shifts?
How do I post multiple shifts?
How do I approve or reject a worker?
How do I post a shift with a pre-assigned worker?
How do I assign a worker to multiple shifts at once?
How do I change the details of a shift?
How do I sign-off a completed shift for a worker?
How do I cancel shifts?
How do I post a shift retrospectively?
How do I view the shift audit trail?
How does in-app authorisation work?
I am a timesheet authoriser who is having problems with my PIN
As a Patchwork Bank hub user, how do I assign shifts to agency workers?
As a Patchwork Bank hub user, how do I shortlist agency proposals?
What is a fraud declaration and why does a worker need to sign it
How are on call shifts managed in Patchwork?
50% unsocial rule (NHS Wales)
Can I automatically send a shift to agency?
How do I amend shift details for a shift that has been signed-off or approved, but not yet paid?
How do I approve shifts for payment?
What are Itemised Payments and how do I use them?
How do I set up a PIN to sign off timesheets?
See more
For block shifts
How do I create a block of shifts?
How do I edit a published block of shifts?
Can I add on call shifts to a block?
How do I add a retrospective block?
I can't see shifts within a block
See more
For rate escalations
Advanced rate escalation
Simple rate escalation
Managing the rate escalation process
For pay processes
How to process shifts for payment
Approving shifts for payment
How do I learn more about the Patchwork/ESR Integration?
How can my organisation manage expenses in Patchwork?
For data analysis
How do I export shift data from the Patchwork Bank hub?
How do I view a worker's upcoming or previous shifts?