User types: There are two user types in Webroster.net that make use of purchased licences; your Superuser (user1 account), and Standard users. Super-user (user1 account): A super-user will always be assigned an Administrator licence type, and will always have ADMIN Read More …
Category: Webroster Functions
Arbitration
Arbitration Arbitration within Webroster is the process of agreeing details of the timesheet(s) between the Supplier and the company that is using the supplier’s services. Once the details have been agreed the timesheets can be marked for payment to the Read More …
Using Areas as different Business Types
One requirement of Webroster.net could be the need to hold different types of business under the same database. We have a suggested set up for many companies who branch into different sectors. For example, a healthcare company may start a Read More …
Staff Absence
Staff Absence Staff absence allows Webroster users to log Staff breaks as holiday and pay for these if required. It also allows you to keep track of Staff holiday entitlement accordingly. System Setup There are several areas of the Webroster Read More …
Service Plans
The Client service plan is a template to store the on-going needs of the client and any agreed fixed cost. You can also allocate ‘Preferred’ staff members to the requirement. If the preferred staff member meets all the booking criteria Read More …
Roster Mapping
Introduction The Roster Mapping function enables the Webroster.net user to see, on a map, the relative position of a staff members and suitable uncovered client requirements. Roster Mapping allows the booking of staff members to uncovered requirements using a map Read More …
Mileage Differences – version 3.8
Webroster uses a 3rd party company for working out mileage and travel time calculations. All Distances in Webroster.net are calculated from postcode to postcode. Some customers have commented that the mileage in particular doesn’t always tally with what they or Read More …
Security Considerations
Information Sheet Security Considerations In order to preserve your data integrity within Webroster.net there are several measures you can take with regards to user login information to help prevent unauthorized access. Webroster Ltd suggest the following to be considered when Read More …
Nominal and Department Codes for Sage
There are three places where you can set nominal codes within Webroster. These are normally used when handing off to accounts packages such as Sage. Nominal codes can be added to Products, Rate Sheets and Client Orders. Placing the nominal Read More …
Setup Guide 3.7.5
Setup Guide Introduction This guide lays out the system setup options to prepare the Webroster.net system to be ready for use. More detailed information regarding the features available in Webroster.net are found in further guides on the eLearning site. Check Read More …
Daylight Saving Time Settings
Daylight Saving Time Settings Webroster.net can be set to take account of the clocks going forward in the spring and backwards in the autumn, to record the actual duration of the work provided. Note: These dates and times need to Read More …
Staff Manual
The Staff Member is the person who will be placed on a job to visit a client. Clicking the Staff icon at the top of the screen gives a list of Staff on the Webroster system along with a number Read More …
Fixing Invoice and Payroll Generation Errors
Fixing Invoice and Payroll Generation Errors When generating invoices from verified timesheets you may get some errors. These will be listed above the completed invoices and will look similar below. The information relating to each requirement that has caused Read More …
Getting Started in Webroster
Getting Started in Webroster Webroster represents a new state of the art rostering solution. This client and staff management package is hosted on and accessible only via the Internet. Anyone familiar with rostering and planning packages will find all the usual Read More …
Customer
The Customer is the person or company who pays the invoices on behalf of the Client(s). The Customer could be referred to as the account payee or bill payer. The Customer and the Client can be the same person if Read More …
Colour Customisation
Customisation allows users to define custom colours for rosters to make them more useful and intuitive. New styles referred to as Roster Types can be defined for bookings, requirements, staff availability and breaks. System Setup There are many areas to Read More …
Timesheets
Timesheets within Webroster record information for invoicing and payroll purposes. When Client requirements are placed on the roster and Staff are booked to them timesheets are generated to record what happened. Timesheets can also be manually created, for example to Read More …
Rate Banding
Rate Banding Webroster now has the ability to use rate banding for charge and pay. Rate banding means that you can charge or pay differing rates for a booking based on time thresholds of the booking duration. For example, up Read More …
Find Address
Find Address With the Mapping Module comes a useful feature called Quick address which allows you to generate address details based on the entered postcode. Enter the postcode in the Postcode box in the details tab. Click Find button. If a Read More …
Webroster Client and Staff Features
Information Sheet Webroster Features The Features facility provides an easy means of categorising and sorting both clients and staff. A feature can only be a category – it cannot be a date, time, test note or number. The relevant Feature Read More …
System End Date Extension
Information Sheet System End Date extension Each customer’s Webroster system has a system end date, meaning the roster is only available to this date. The staff contracts, client orders, rate sheets etc also can only be created up to this Read More …
Timesheet Extract
The Timesheet Extract function provides a means to export details of verified and unverified timesheets on the Webroster system. You can tailor what other information is included in the extract in the way of Client and Staff Extras as well Read More …
Management Information System (MIS) Module
The Management Information System (MIS) module provides a means for the Webroster user to generate management type reports from Webroster to aid with decision making and data analysis. The MIS function is found under the Global area of Webroster. Clicking Launch will take you Read More …
SMS Module
The SMS module provides a means for the Webroster user to send SMS messages to clients and staff. These can be ad hoc messages or they can be automatically sent by Webroster to inform of changes they need to be Read More …
Online Application
Online Application From Setup under Online Application from the drop-down list you can configure the form presented to the applicant to be filled in. Enable Online Application Form – Tick this to enable online applications. Standard Messaging – Tick for standard email messaging. Link for Online Read More …
Extras
Extras are items of information that can be included in Client, Staff and booking records. They can be used to record qualifications or next of kin details for example. Extras can also be set as mandatory so that they must Read More …
Mapping Integration
Introduction The Mapping Integration contains Real Time Mapping and roster mapping, the real-time function enables the Webroster.net user to see, on a map, the relative position of a Staff members. The position shown on the map depends on whether you have electronic Read More …