Customer Library – Webroster Resource Centre

Alerts and Reconciliation Guide V4.5

Alerts and Reconciliation Set Up Go to Setup at the right of the top menu bar. From the Setup Menu Options on the far left, Select Time and Attendance. Just underneath there are buttons for: New ECM Profile Electronic Monitoring Bee Settings – these are covered separately in Read More …

Reconciliation Management

Select the Reconciliation icon towards the centre of the top menu bar This displays the Reconciliation window: The Reconciliation window opens as a popup, to enable the user to move to a 2nd screen to allow reconciliation at the same time as using Webroster. Read More …

Time and Attendance Set Up

Go to Setup at the right of the top menu bar. From the Setup Menu Options on the far left, Select Time and Attendance. Just underneath there are buttons for: New ECM Profile Electronic Monitoring Bee Settings – these are covered separately in the guides for Bee The default ECM Read More …

Provider Module V4.4.1

Provider Module V4.4.1 Fri, 26 Apr 2019 13:51:00, elearning, [category: general-webroster, category: modules, post_tag: provider, post_tag: supplier, post_tag: version-4-4-1, category: webroster-functions] Introduction Webroster has 2 ways of working with external organisations providing care. Supplier Module External Provisioning These can work Read More …

External Provisioning – External Provider – V4.4.1

External Provisioning – External Provider V4.4.1 Fri, 26 Apr 2019 13:51:00, elearning, [category: library, category: general-webroster, category: information-sheet, category: modules, category: setup, category: webroster-functions] Introduction Webroster has 2 ways of working with external organisations providing care. Supplier Module External Provisioning Read More …

Customer v4.4.0

Customer v4.4.0 Mon, 4 Apr 2019 13:12:59, anK, [category: customer, post_tag: customer, category: library, post_tag: version-4-4-0] 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 Read More …

Staff Manual v4.4.0

Staff Manual v4.4.0 Mon, 8 Apr 2019 12:56:42, IanK, [category: library, category: general-webroster, post_tag: staff, category: staff, post_tag: version-4-4-0] The Staff Member is the person who will be placed on a job to visit a client. Clicking the Staff icon Read More …

Selecting an A/C Payee – Split Invoicing – V4.4.0

Selecting an A/C Payee – Split Invoicing It is possible in Webroster to charge for your services in three distinct ways, each of these will be listed and explained here. No invoice split – Single charge: Choose single and click Read More …

Daily V4.4.0

Daily v4.4.0 Tue, 09 Apr 2019 08:46:32, IanK, [category: client, category: library, post_tag: daily, category: general-webroster, post_tag: interactive-staff-planner, category: staff, post_tag: version-4-4-0, category: webroster-functions] The top level Daily icon gives you the ability to view daily availability, bookings (with travel Read More …

Invoice Per Timesheet – V4.4.0

Invoice per Timesheet The nursing agency industry in particular invoices on a per timesheet (per shift) basis. This means that for each and every Timesheet raised then an Invoice will be produced. Setup/Finance – You can change the default setting Read More …

Real Times Capped at Planned – V4.4.0

Real Times Capped at Planned Many local authorities for their Domiciliary Care will pay by a method of real times or banded real times and for an individual visit will only pay up to what was commissioned. The providers in Read More …

Booking Enquiries V4.4.0

Booking Enquiries v4.4.0 Tue, 09 Apr 2019 09:56:17, iank, [post_tag: booking-enquiries, category: client, category: library, category: general-webroster, category: mobile-products, category: staff, post_tag: version-4-4-0, category: webroster-functions] The Booking Enquiries facility is a means for the Webroster User to ask one or Read More …

Invoice and Payroll V4.4.0

Invoice and Payroll Mon, 4 Apr 2019 13:29:14, elearning, [category: library, category: information-sheet, post_tag: invoice, post_tag: payroll] Introduction Webroster has the ability to generate invoices for customers and clients and also for generating payroll for staff. In order to be Read More …

Requirements and Bookings V4.4.0

Requirements and Bookings v4.4.0 Tuei, 09 Apr 2019 09:35:13, iank, [post_tag: booking, category: library, category: general-webroster, post_tag: how-to, category: information-sheet, category: setup, category: webroster-functions] In Webroster.net use the following terminology: – Requirement – This is the job that the Client needs Read More …

Setup v4.5.0

Setup v4.5.0 Tue, 9 Apr 2019 14:33:06, ianK, [category: library, category: general-webroster, category: setup, post_tag: setup, post_tag: version-4-4-0, category: webroster-functions] Setup Guide Introduction This guide lays out the system setup options to prepare the Webroster.net system to be ready for Read More …

Aborting a visit – V4.4.0

Aborting a visit Tue, 09 Apr 2019 09:20:18, elearning, [category: library, category: information-sheet, category: webroster-functions] Information Sheet Aborting a visit Aborted visits are visits that are cancelled with no notice. This may be for example because the staff member was Read More …

Bee v.3.6.4 release with Webroster.net v4.3.0

Introduction. Bee is a mobile phone application that enables the Webroster.net Staff user to access their daily schedule and see their breaks and availability. It also allows them to check in and out of visits that are being electronically monitored. Read More …

Bee v3.6.4

Introduction Bee is a mobile phone application that enables the Webroster.net Staff user to access their daily schedule. It also allows them to check in and out of visits that are being electronically monitored. Staff can also create an unplanned Read More …

Bee Connectivity v3.6.4

Information Sheet Checking for Bee connectivity When having problems with Bee that are connectivity related, for example not being able to log in or when checking in or out they are being placed in the Unsent items list, there are Read More …

Updating Bee v3.6.4

Android We recommend that in the Settings in the Play Store on your phone you set it to update apps automatically and to notify you to of updates to apps. To receive notifications of app updates these should be enabled in Read More …

Hints and Tips when using Bee App on your mobile device

Your device needs to be fully charged at the start of your shift. When logging in and out place the camera over the barcode and very gently move until the ‘sweet point’ is found. Remember to log out of the Read More …

Bee Admin App

Webroster Admin app Webroster Admin app is an Android phone application that enables the standard Webroster User to configure their clients to enable field staff to use NFC tags as a means for checking in and out. The Webroster Admin Read More …

Webroster Optimiser v4.2.0

Optimiser Wed, 25 Jul 2018 08:09:31, cs97jjm3, [category: library, category: general-webroster, category: modules, post_tag: optimiser] Introduction Webroster.net Optimiser is a smart module that helps you obtain efficient rosters for your staff and clients. Optimiser uses your selected input parameters to Read More …

Supplier Module v4.2.0

A Supplier is normally an external company who are contracted for the delivery of services or products to clients. Click on Supplier to enter Supplier details. Show – Indicates which Suppliers are being shown. Active – Tick to show Suppliers set as active. Inactive – Read More …

Client Group v4.2.0

Client Group A Client Group is a group of clients who may live in the same area and therefore staff member(s) can be allocated to a group for a set period in which case they would visit the group of Read More …

Login Problems

ARE YOU HAVING TROUBLE LOGGING INTO WEBROSTER.NET? FORGOTTEN PASSWORD? To change your password, please click the ‘Forgot Password?‘ (enter your username and your Member ID. If configured, an email will be sent to the address we have stored for you Read More …

Mapping Integration v4.1.0

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 …

Webroster Help – Pass System Integration v4.1.0

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 …

Mileage Differences v4.1.0

Mileage Differences 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 Read More …

Travel Module v4.1.0

Travel Module The Travel Module provides the Webroster user with a variety of useful tools. It can provide information regarding travel times as well as information for charging and paying for travel expenses. This system now offers three default Transport Read More …

How to use…… Run Temp Invoice -with Client Invoice and Customer Format

Run Temp Invoice -with Client Invoice and Customer Format For more information please click here Read More …

How to use…… Add a client v4.1

Add a client with a couple of extras and features For more information please click here Read More …