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 …
Category: General Webroster
Clear Cache all Browsers
How do I clear my web browser’s cache? If you don’t see instructions below for your specific version or browser, search your browser’s Help menu for “clear cache”. If you’re unsure what browser version you’re using, from the Help menu Read More …
Bee Messaging v3.5
Bee Messaging provides a means to send messages to field staff using the Bee app installed on staff member’s phones. There is some set up required to enables users to send Bee messages. Additionally, Bee messaging can be used to Read More …
Sales – v4
The Sales area of Webroster provides a means of keeping track of sales customers and existing customer details. The principle is that Customers are people who the company has done business with already, whereas the Sales Customer is someone that Read More …
Credit notes
Introduction The credit notes facility within Webroster provides a means of refunding payments to a Customer following invoicing. It also provides a means to amend timesheets and generate corrected invoices. The Customer refund will include any Client contributions made as Read More …
Agency Worker Regulations (AWR)
Agency Worker Regulations (AWR) The Agency Worker Regulations (AWR) is a set of regulations to give temporary agency workers the same working conditions as permanent colleagues doing the same job. In order to get these rights this requires that the Read More …
Service Plan Transfer – The Hub
Service Plan Transfer – MASTER database send to one or many SLAVE Database(s) A Service Plan will exist within the MASTER database, against which a user will assign a Supplier and contract. To use the new Service Plan Transfer functionality, 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 …
Cancellations
Cancellations The cancellation functionality allows you to reduce the amount of staff on a requirement in order to charge/pay a percentage of the full amount depending on how near to the booking time the cancellation was made. Note that only the Read More …
Timesheet Overrides
Within the timesheets there is the possibility to override rates and duration for invoicing and payroll purposes. Within the Staff or Client go to their Timesheets tab. Click the Edit icon next to the timesheet to be changed. Choose the Overrides tab. Overriding Rates 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 …
Outcomes
Introduction Outcomes within Webroster.net is functionality to measure the completion of tasks to a predefined level in order to achieve a desired outcome. Reablement, for example, is a set of outcomes specified by Local Authorities in order to provide a Read More …
Changing Browser Language
Information Sheet Changing Browser Language Sometimes, either after initial installation or a browser update, the currency symbols and date format can be shown in American format. Most noticeable because the browser is showing $ instead of £. This is not Read More …
Mail Merge
Introduction The mail merge functionality enables the Webroster system to send out a document to a defined list of Staff, Clients, Suppliers etc. It makes use of the saved search functionality to generate the list of recipients. Mail Merge is Read More …
Historic Alert Reasons
Introduction Alert Manager provides a means to see, and act on, alerts recorded using the electronic monitoring system as part of the Webroster Time and Attendance module. Alerts are recorded for any of the following reasons. Missed check in – 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 …
Time Tolerances
Introduction Requirements can now be scheduled with a time tolerance. This allows you to specify a level of flexibility over when a requirement or booking starts and finishes. For example, the client would ideally like the requirement to start at Read More …
Reducing Required Staff
Introduction Reducing Required Staff Where there is a booking for multiple staff, such as a training course or a shift for security guards, it is possible to reduce the requirement’s number of staff and then decide which staff bookings to Read More …
Webroster Dashboard
Introduction The Webroster Dashboard provides a means of seeing a top-level view about the business, along with a live feed of ECM, booking and message data The following are displayed on the dashboard: ECM Performance Summary – shows counts of Read More …
Beginners Guide to FileZilla – Webroster sftp
The Beginners Guide to FileZilla FileZilla is one of the most popular sFTP clients. The main purpose of Filezilla is to make it easy for you to upload and download files from your web hosting server. You can also edit the Read More …
Pass System Integration v3.5
The PASSsystem The PASSsystem is the market leading care planning, care notes and eMAR system supporting a revolution in homecare and residential care. Using the PASSsystem enables more efficient use of care staff time, supports care workers and helps regulatory 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 …
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 …
Guidance for Dealing with Internet Outages
Guidance for Dealing with Internet Outages Webroster.net is a web based rostering system. As such it is reliant on internet connectivity between the computer, or mobile device, and the Webroster.net servers. Along this connection path are several connection points/routes. The Read More …
Staff Supervisor Permissions
There is a feature within Webroster that allows the details of a staff member to be hidden from certain users. Other Webroster users can be permitted to book the staff but would not be able see the staff details. This Read More …