Lookout is operational software for forward-thinking home and community care providers.
Lookout delivers operational efficiency through three key interfaces:
Comprehensive cloud-based administration platform
Support worker app
Client and loved one’s app
Achieve better care outcomes, schedule care visits, meet compliance needs and streamline daily operations with Lookout.
Interested in exploring Lookout? Reach out to a Lookout Growth Specialist today. |
Connect Tanda to Lookout to automatically check completed care worker shifts for award compliance before the pay run.
Lookouts integration with Tanda will publish the real-time worker lifecycle of visits, shifts and breaks. Beyond the worker details and their shifts, this includes break verifications and travel allowances (for both provider and client travel!).
Getting started
Generating a Tanda API key
To start with the Lookout and Tanda integration, you'll need to send your Lookout representative an API key generated from Tanda.
To do so, head to https://my.tanda.co/api/oauth/access_tokens and select “new token”.
Lookout will need the following permissions:
timesheet
user
After the token is generated, copy it and send it to your Lookout representative.
Configuring travel/transport
If you wish client transport and provider travel time to appear on Tanda timesheets as allowances, will need to set up new allowances for use with Lookout.
Allowances can be found in Tanda here.
Create a custom allowance and set the relevant rates for;
Provider travel time
Provider travel distance
Client transport
After doing so, send the IDs to your Lookout representative, who will help you complete the rest of the travel integration. Use the following template to send to your Lookout representative:
Type | TANDA ID |
Client Transport |
|
Provider Travel time |
|
Provider Travel distance |
|
Tanda Team ID
When Lookout creates new Staff within Tanda, they can automatically be assigned to a Tanda team (Also known as a Location). If a Staff member is assigned a default Team in Tanda, Shifts will sync to that team automatically.
Teams can be configured in Tanda here. Leaving this value blank means no teams will be assigned to new Staff members in Tanda.
Implementation
After finishing the Tanda configuration and supplying the API Key, your Lookout representative will verify the required settings within Lookout and then enable the integration at an agreed date.
How it works
On checkout, Lookout can publish shifts (ie. collections of visits) to Tanda as a combined block, or it can publish individual visits. When published, Tanda and will create a new timesheet record for the worker.
Publishing options:
Publish visits combined into shifts by Lookout
Lookout will combine your visits into shifts and publish them to Tanda as a whole "shift".
If publishing shifts, each new visit checkout within a shift will update the shift in Tanda.
Once the final shift of the day has been checked out, the shift on the timesheet will be automatically approved.
If unverified breaks or visits are not checked out, the shift will be left in an “unapproved” state.
Publish individual visits
Lookout will publish individual visits to Tanda. Use this option if you wish Tanda to manage shifts entirely.
What is synced
Lookout will send the following information to Tanda, depending on the publishing setting configured with the integration.
Visits/Shifts
Publish visits combined into shifts by Lookout:
The start time of the shift
The end time of the shift
Any provider travel time and distance captured (this will be captured as an allowance)
Any client transport distance captured
Publish individual visits:
The start time of the visit
The end time of the visit
Any provider travel time and distance captured (this will be captured as an allowance)
Any client transport distance captured
Staff
Care Workers (Helpers) within Lookout will be synced across to Tanda when a visit/shift is published, and the care worker does not exist in Tanda as a staff member.
If the Care Worker (Helper) already exists in Tanda as a staff member, their Lookout UUID must be added to their Tanda Payroll ID field to create a link between their profile on Lookout & Tanda. Learn more.