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 several options Read More …
Category: Customer Library
Staff Portal v4.3.0
Introduction There is a new format Staff Portal. This Portal is an edited version of the standard Webroster.net screen used by the office Staff. The Staff member can only see their own information and data relevant to them, for example Read More …
Accessing Document Management v4.1
Accessing Document Management directly Information Sheet Accessing Document Management directly You can access Document Management direct by typing the following URL into your browser. https://www.mywebroster.com/WebrosterDM/ If working solely in Document Management it is recommended to use this direct URL rather Read More …
HOW TO DISABLE A POP-UP BLOCKER v4.1
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 blocker. NOTE: We do not recommend Read More …
How do I create an Internet favourite or bookmark? v4.1.0
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 from the Read More …
Mail Merge v4.1.0
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 …
Ratesheets v4.1.0
Rate sheets are used to set the prices at which products will be charged to your customers. There are also rate sheets for Staff payments, and in this way profit can be calculated. It is possible to have different rate Read More …
Supplier Module v4.1.0
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 …
Service Plans v4.1.0
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 …
Timesheets v4.1.0
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 …
unverified Timesheets v4.1.0
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 Messaging v4.1.0
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 Read More …
How to use…… Adding An Access Period
Adding An Access Period Read More …
How to use…… Send Worksheet as Password Protected Only to all active staff
Send Worksheet as Password Protected Only to all active staff sequence shortened Read More …
How to use…… Create Order
Create Order sequence shortened Read More …
Editing Real Times for Time and Attendance
Manually Overriding Real Times There is now the ability to edit the Real Times on a timesheet so that Real Times are not left as N/A when there has been no valid check in or check out for example. There Read More …
How to use…… Bee v3.5
Webroster.net Project Specialists will provide training to organisations using our Bee mobile phone application to up to six employees. It is then the responsibility of these six employees to train all of the staff in their company on how to Read More …
Setup Password Resets
Did you know you can setup Forgotten Password resets in Webroster? In System > Policy you can select Allow Standard users to request password reset – tick the check box to allow standard users to be able to reset their own Read More …
Live Chat
To start a live chat between 10am and 4pm each weekday please select the chat icon to the left of screen if all Customer Support are busy: you can leave a message Read More …
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 calculate an optimised schedule automatically. This can then be tweaked if required before accepting and Read More …
Travel Module
Introduction 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. It also provides a facility to display a Read More …
Setup Guide v4.0.0
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 …
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 …
Client Portal v4
Introduction There is a new format Client Portal. This Portal is an edited version of the standard Webroster.net screen used by the office staff. The Client can only see their own information and data relevant to them, for example their Read More …
Alerts Management
Select the Alerts icon towards the centre of the top menu bar. This displays the Alerts window. The alerts screen opens as a pop up, to enable the user to move to a 2nd screen to allow management of alerts at the same 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 …
Client Manual v4
The Client is the person receiving the service, for example health care. In some cases, the Client is the same person as the Customer (bill payer). Clicking the Client icon at the top of the screen gives a list of 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 …
Public Holidays within Webroster
Public Holidays can be entered into the system and charges and pay can be weighted or given a specific rate for holiday dates. Note that entering global Public Holidays is only available under rate sheets not travel rate sheets. Note: Read More …
Fair Usage Policy
This is a feature to better manage the users currently logged into the Webroster.net database. What this feature does is prevent a single user taking up too many licences further preventing another user to log in. please see the below Read More …
Case Study: Apex Prime Care
FLEXIBLE ROSTERING SOFTWARE AND TRUSTWORTHY CUSTOMER SUPPORT PROVE TO BE KEY FOR APEX PRIME CARE Long standing Webroster customer, Apex Prime Care, is a domiciliary care provider with over 700 carers with a growing number of branches across the South of Read More …
Time and Attendance – Ezitracker
The Time & Attendance system has been developed to monitor the progress of scheduled on-site visits ensuring that arrival and departure times are electronically monitored in real-time, alerting when necessary, whilst enabling staff timesheets to be automatically verified when work 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 …