Advanced Find Introduction The Advanced Find function in Webroster can be used to search for Client, Client Groups, Staff, Suppliers or Customers based a large variety of search criteria. An Advanced Find can be made into a Saved Search which Read More …
Category: Customer Library
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 …
Staff Expenses Portal
Introduction A new Staff Expenses Portal is available with Webroster.net. This is included within a new format Staff Portal, which is based on the main Webroster.net view. This Portal also adheres to relevant Group permissions with regards to what the Read More …
CM2000 overview
Cm2000 overview – Diagram explanation The CM2000 poll window is 3 days long between two points. The window will look at any bookings during the window, if any bookings have been created or amended. If a booking has been created Read More …
User types
User types: There are two user types in Webroster.net that make use of purchased licences; your Superuser (user1 account), and Standard users. Super-user (user1 account): A super-user will always be assigned an Administrator licence type, and will always have ADMIN 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 …
Arbitration
Arbitration Arbitration within Webroster is the process of agreeing details of the timesheet(s) between the Supplier and the company that is using the supplier’s services. Once the details have been agreed the timesheets can be marked for payment to the Read More …
Supplier logins
Introduction Supplier logins provides a means for suppliers to log into Webroster and see information regarding their roster and schedule of requirements. System Setup Supplier logins must be enabled as an extra feature by Webroster Ltd. To add a Supplier Read More …
Interactive Staff Planner
Introduction Please note: this may not work with all browsers: as each browser allows, disallows certain functionalities which the Interactive Staff Planner uses. Setup You now have to give permissions in SETUP, GROUPS to users to access this item. Read More …
Document Management Security
Information Sheet Document Management Security The Webroster.net Document Management System has a number of security measures which comply with the relevant Data Protection Act sections. Login Security The Document Management, DM, service utilises the same three point user validation as 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 …
User access restriction
Within Webroster you can restrict who can log into your database based on IP Address, time, day and disabling accounts. Access Periods – These are set up to provide timeframes that Standard Users can log in to Webroster. In this Read More …
Document Management
Introduction The Document Management module for Webroster.net provides a means to upload and store documents to a central store and allow other Webroster Users to retrieve and manipulate those documents based on their access rights. Files are transferred using https Read More …
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 than going through Webroster Read More …
Time and Attendance – Answered Service
The Time & Attendance Answered Service 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, using Webroster.net whilst enabling staff timesheets to be Read More …
Precautions to take in Webroster when someone leaves your company
When a staff member leaves it is important for data security to no longer allow them access to the system. This document is going to discuss what you can do to ensure a user cannot log back into the system 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 …
Time and Attendance – Unanswered Service
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 …
Service Plans
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 …
Rate Sheets
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 …
Disabling Pop-up Blocking
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 …
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 …
Supplier Module
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 …
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 …
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 …
Client Group
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 …
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 …
How to Remove all the Mileage from the First and Last Visits of the Day
Example Scenario There may be a scenario whereby you do not wish to pay for mileage for the first and last visits of the day. Detailed below is an example to illustrate how this can be achieved. Firstly, in order Read More …
Client Reports
Client Reports Client_no_postcode.pdf Client Report with: * Without Postcode – name and Address. ClientVisitSheet(dow).pdf Client Visitsheet With: * Day Of Week * Booking Date * Time From * Time To * Signature * Hours Worked * Staff Name 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 …