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 …
Tag: Version 4.1.0
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 …
How to use…… Add a Staff v4.1
Add a Staff with a couple of Extras and Features using Branch For more information please click here Read More …
How to use…… create roster via service plan
Create Order sequence shortened 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 …
Adding Manual Travel Expenses while using the Travel Module v4.1.0
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 …
Roster Mapping V4.1.0
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 Portal v4.1.0
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 …
Client v4.1.0
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 …
Staff Manual v4.1.0
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 …
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 …