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 …
Category: Information Sheet
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 …
How to Run Payroll for a Specified Group of Staff
Example Scenario Example of How to Run Payroll for a Specified Group of Staff There may be a scenario whereby you wish to run a payroll for specific group of Staff as opposed to another group of Staff. For example Read More …
Crediting back a portion of an invoiced visit
Example Scenario Crediting back a portion of an invoiced visit There may be a situation where you want to credit back part of a visit. For example you may have invoiced a visit for 6 hours where it should have Read More …
Logging in to Webroster.net twice on the same PC– AKA dual screening
Introduction We aware that some of our customers log into Webroster.net twice on the same PC using a single internet browser. For example, to be able to see the client and staff rosters at the same time. This is sometimes Read More …
Configuring VAT
Information Sheet Configuring VAT There are three areas of Webroster setup that need to be addressed when adding or changing VAT amounts. Note: Any invoices generated after changing the VAT rate will use this new rate when generated, irrespective of Read More …
Timesheet Colours
Timesheet Colours There are a number of colours used in the timesheet list. These colours give an indication of the status of the timesheet. If ticked in Setup / System a yellow highlighted line indicates that the timesheet has been Read More …
Checking the Requirement or Booking Repeat Frequency
It is now possible for the Webroster User to see how a requirement and booking has been set up. There are three states a requirement (or booking) can be in. In the example below the description is for Client requirements 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 …
Default Roster Colours
Default Roster Colours By default, there are several colours used to visually distinguish between entries on the roster. These can be changed in the system setup. Client Uncovered requirements show in yellow on the roster. Booked requirements (top half) show Read More …
Reset (reseed) the ID numbering for Invoice, Credit Note, Payroll and Proforma.
Information Sheet ID number resetting It is now possible to reset (reseed) the ID numbering for Invoice, Credit Note, Payroll and Proforma. This may be required for example if a visit has been missed of an invoice and needs to 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 …
Staff Breaks when Booking Staff to a Client Requirement
Information Sheet Staff Breaks when Booking Staff to a Client Requirement There is now the functionality to be able to add a Staff break during the booking process. There may be a situation where the Staff member decides to make Read More …
User Password Issues
Sometimes users cannot login to webroster.net, this could be because of multiple reasons such as incorrect password used, account disabled or fair usage policy. This document will talk about the password related issues and how to solve them. how to Read More …