HOW TO DISABLE A POP-UP BLOCKER Pop-up blockers are great at keeping annoying advertising off your computer screen. However, there are times when you’ll need the information a pop-up contains. In those cases, you’ll want to disable your browser’s pop-up Read More …
Category: Information Sheet
Webroster Holiday pay
Information Sheet Webroster Holiday pay Webroster.net has the facility to record staff absence along with their leave entitlement and management of it. Webroster.net can also generate a suggested pay amount based on previous average pay for that staff member Read More …
Private Extras
Private Extras There is a User option called ‘Access Private Extras‘on the Users page under the User System Permissions tab in User Setup. With this option unticked the User will not be able to see Private Extras. With it ticked they will Read More …
The Force Logout Function
Webroster can now force users out of the system, this feature is commonly used in scenarios where a user has not logged off correctly and preventing another user from logging in. **Please know you can only force log out another 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 …
Navigating to Webroster
Navigating to Webroster It has come to our attention that some users are using a search engine in order to find their url (internet address) for Webroster.net, for example using a Google search. Firstly, this returns our www3 url in 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 …
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 …
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 …
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 …
How to Remove the First 5 Miles of the Each Trip
Example Scenario: Example of How to Remove the First 5 Miles of the Each Trip There may be a scenario whereby you do not wish to pay for the first 5 miles of each visit’s travel mileage expense. Detailed below Read More …
Licence Management Overview
To provide better management and the assignment of Webroster.net user licences, Standard users can now be managed and assigned a preferred Licence Type to use from your purchased allocation. When you create or edit a Standard user, you will be Read More …
How to disable Microsoft Edge as default PDF reader
3 Ways to Change or Set Default PDF Viewer in Windows 10 By default, Windows 10 use Microsoft Edge as the default program to open PDF files. So when you double click a PDF file to open it, it will Read More …
Setting Firefox to use Adobe Reader
Information Sheet Setting Firefox to use Adobe Reader Following recent updates Firefox now attempts to open PDF documents within the browser itself. This has caused some formatting problems with reports. It is preferable to set PDFs to open in the Read More …
Adding On Call to the Staff Roster
Example Scenario Adding On Call to the Staff Roster A method of adding an on call function to a staff roster is as follows with some examples to illustrate the setup. Create a Product called On Call – or similar. Read More …
Internet Browser Bookmarks
Information Sheet How do I create an Internet favourite or bookmark? Internet bookmarks and favourites are a great way to quickly navigate back to the websites you visit the most. To add a bookmark or favourite, select your preferred browser Read More …
Charging a Client for ad hoc expenses
Example Scenario Charging a Client for ad hoc expenses You may want to charge a client for expenses – but not the whole visit which is being charged to a different payee. For example petrol money for a shopping trip Read More …
How to Place a Zero Charge on a Specific Visit
Example Scenario Example of How to Place a Zero Charge on a Specific Visit There maybe a scenario whereby you wish to apply a zero charge to a customer for a particular visit instead of the normal charges for a Read More …
Bee and Mobile Phone Best Practice
Information Sheet Bee and Mobile Phone Best Practice Using Bee Ensure that your phone is set to use Mobile data only and not Wi-Fi. Using Wi-Fi as a data connection is likely to cause delays in check ins and check Read More …
Area Switching
Information Sheet Area Switching Area Switching is using the Areas option under Global to decide temporarily which Areas the user wants to work with. There may be a situation, for example, where a User needs to only work with a 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 …
Adding Manual Travel Expenses while using the Travel Module
Information Sheet Adding Manual Travel Expenses while using the Travel Module The Travel Module is a useful way of calculating and adding travel mileage (and time) to timesheets. There may however e some occasions where you need to add travel Read More …
Exporting Invoices to SAGE
Information Sheet Exporting Invoices to Sage Products and Expenses Products and expenses need to have the Sales NC and Cost NC set. In Setup go to Expenses or Products. Click the edit icon next to the expense or product. Enter Read More …
Unverified Timesheets List
Unverified Timesheets List Unverified Timesheets are timesheets that have not been approved (verified) for invoice and payroll. Timesheets need to be verified for them to be made available for invoicing and payroll accordingly. Go to Global and go to the Unverified Timesheets section to Read More …
Bee Dashboard
Introduction The Bee dashboard provides the facility to communicate with the Bee app installed on staff member’s phones. The Bee dashboard provides information about the Bee applications. This includes information such as the version of bee being used on staff 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 …
Rounding Discrepancies
Information Sheet Rounding Discrepancies There can appear to be a discrepancy, caused by rounding differences, between the final invoice total and the sum of all the invoice entries from the invoice printout. Consider a product with a charge rate of Read More …
How to Increase the Charges on a Rate Sheet
Example Scenario Example of How to Increase the Charges on a Rate Sheet by 5% There may be a scenario whereby you wish to increase the Charges on a rate sheet from a set date onwards. This is achieved by 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 …
Requirements and Bookings
In Webroster.net use the following terminology: – Requirement – This is the job that the Client needs carrying out by a Staff member. Within Webroster it defines the product to be delivered and the times and dates of the work. 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 …
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 …
Starting a repeating requirement on a set day
Example Scenario Starting a repeating requirement on a set day You may want to create a requirement that is to be on the roster every day Monday to Friday, but you want it to start on the Thursday, for example, Read More …