How CompanionAxis ranks support workers for a shift, what each tick in the match list means, and why a worker can be shown as blocked or left out.
Before you begin
- Your role includes See matched workers.
- Workers have their skills, languages, gender and home address on their staff profile, and participants have their worker preferences recorded.
Where you see matched workers
- In the New shift panel on Roster → Roster board, under Worker · ranked by match (add a participant first).
- In the shift panel, after selecting Assign a worker or Swap or reassign.
- On Roster → Open shifts, under Matched workers for the selected shift.
Swap or reassign panel listing ranked workers with scores, ticks and one worker marked Blocked
Read a worker’s match
- Check the score in the coloured box. It runs from 0 to 100; green is a strong match, amber middling and red weak.
- Read the ticks under the name: Has the skills needed, Credentials current, Fits gender preference, Speaks preferred language, the distance (for example 6.2 km away, or Distance unknown), continuity (Worked with the participant 3 time(s) in 90 days or New to the participant) and Available.
- Check the hours shown next to the name (for example 31.5 h this week) to spread work fairly and avoid overtime.
- Read any amber warnings below the ticks, such as a short break between shifts or too many hours in a day.
Understand how the score is worked out
- Each factor is weighted. By default: skills 25, credentials 20, distance 20, continuity 15, gender 10, language 5 and availability 5.
- Ten points are taken off for each fatigue or overtime warning (travel time between shifts, short break, daily or weekly hours, contracted hours, days in a row).
- When two workers score the same, the one with fewer hours this week comes first, then the one who knows the participant better.
Know why a worker is blocked or missing
- Workers are left out, or shown as Blocked, when they are already booked at that time, on approved leave, excluded by the participant, missing or expired on mandatory screening, or not active.
- Workers whose home is further than the matching distance (40 km by default) are also left out.
- Distance is measured from the worker’s home to the shift address. Without a maps connection it is a straight-line estimate, so allow for real travel.
Make matching more accurate
- Keep skills, languages, gender and home address current on each staff profile (see Staff profiles, skills and participant preferences).
- Record the participant’s worker preferences, including preferred gender and language, on their record.
- Keep availability current under Roster → Availability so the Available tick is right (see Availability, unavailability and leave requests).
Tips
- A gender preference warns by default. Your organisation can set it to only affect the score, or to block.
- Continuity counts shifts with the participant in the last 90 days, so it rewards familiar workers without locking others out.
If something goes wrong
A worker you expected isn’t in the list
Check they are active, not on approved leave, not booked at the same time, within the matching distance and current on mandatory screening. Their home address may also be missing.
Everyone shows Distance unknown
The shift or the workers have no location. Add the participant’s address, or choose a house, and check workers’ home addresses.
A strong match scores low
Look at the amber warnings: each fatigue or overtime warning takes 10 points off. Moving the shift time or spreading hours can lift the score.