Agency and PAYG locum shift tracking

You might pick up agency shifts, invoice a clinic directly, and do bank shifts at a public hospital, all in the same month. Keep the agreed rate, dates and payer statements together so you can compare each payment with the work it covers. If one payslip covers several shifts, reconcile each shift before marking it checked.

The income source controls which payment actions Sessional offers. Agency-managed and public-hospital casual shifts use pay checking; known contractor categories use invoicing. An unknown source needs review before either payment path is offered.

The income source records the payment arrangement selected for the shift. When a workplace books you through your public profile, the income source is set on the booking request and copied onto the shift when you accept. On an editable shift, use Edit shift details to correct it. The options include:

• Agency-managed: selects the agency payment workflow
• Direct contractor (workplace-paid): selects the self-invoiced workflow
• Direct patient billing (workplace keeps a service fee): also selects the self-invoiced workflow in Sessional
• Public hospital: casual / bank: selects the PAYG payment workflow
• Public hospital: VMO / contract, Mine site / remote industrial contract, Aeromedical / retrieval and Event medical cover: select the self-invoiced workflow
• Other or not yet classified: leaves the payment workflow unresolved

Choose from the agreement and payment paperwork, rather than assuming the workplace name identifies the arrangement. A software category is not a legal classification. See agency vs direct billing for related questions to review.

The earnings dashboard reserve uses income recorded as received. For agency work, Paid correctly uses the calculated shift total. Paid short uses the actual amount recorded. Shifts classified as public-hospital casual or bank are excluded from the contractor reserve calculation. This does not reconcile tax withheld on your payslip.

The estimate uses the business structure saved on your profile. It does not separate individual shifts into sole-trader and company calculations. Check your source records with a registered tax agent if you have mixed structures or other income. The earnings dashboard is available on Plus and Pro.

Self-invoiced shifts use the invoice workflow. Shifts classified as agency-managed or public-hospital casual use a manual pay check after delivery. Compare the recorded expected amount with the payment statement, then choose:

• Paid correctly: the payment matched what you expected.
• Paid short: it came up light. Record the amount you actually received so the gap is visible.
• Not paid yet: still outstanding.

The dashboard surfaces shifts marked Paid short or Not paid yet across recorded workplaces. These marks come from your entries, not an automatic payslip check. The full mechanics are in the pay-flagging guide.

Review super separately from the pay check. A payment mark does not confirm a contribution reached your fund. Compare your fund records and payer statements, and ask the payer about discrepancies. See the Super Guarantee tracker guide for the records used there. Confirm any obligation with the ATO or a registered tax agent.

The manual logging form has an advanced section with a Role worked dropdown. Choose one of its listed roles when that better describes the booking, or leave the primary-role option selected. This records shift context without changing your profile profession. The new-shift dropdown does not offer a free-text role field. Check any scope or registration questions with AHPRA or the relevant board, and discuss cover with your insurer.

If you work through more than one business structure, keep clear records of the entity named on each agreement and payment statement. The profile structure is shared by the reserve calculation; selecting an income source does not assign a separate business structure to that shift. Read the tax planning guide for the estimate's wider context.