Setup
Guides relating to setup.
By Emma1 author41 articles
Payroll and invoice generation errorIn this article, we explain how to resolve payroll and invoice generation errors.
End a user sessionIn this article, we explain how to force logouts for users in different ways.
Link Webroster user to Access EvoIn this article, we explain how to link a Webroster user to Access Evo.
Staff and client productsIn this article, we explain how to add new products, link them to rate sheets and staff contracts, and remove them when no longer needed.
Edit a user groupIn this article, we explain how to update an existing group and how to apply those changes to a user profile.
Create a new user accountIn this article, we explain how to set up a standard user, assign access groups, and configure permissions across the system to them.
Create a staff user accountIn this article, we explain how to create a staff user account.
Reset a standard user account passwordIn this article, we explain how to change a standard user passwords.
Add default public holidaysIn this article, we explain how to add default public holidays.
Create a rate sheetIn this article, we explain how to create a rate sheet in setup.
Extend the Access Evo migration dateIn this article, we explain how to extend the Access Evo migration date.
Set up a cancellation policyIn this article, we explain how to set up a cancellation policy, apply it to a rate sheet, and cancel a booking.
Set up access areas for usersIn this article, we explain how to set access areas for users.
Enable Sentinel access and email alertsIn this article, we explain how to give a user account Sentinel access and permissions to receive email alerts.
Enable and run the NMW reportIn this article, we explain how to enable the NMW report and run it from the staff record.
Update product charge rateIn this article, we explain how to update the charge rate for a product on a rate sheet when it’s charging the wrong amount.
Deactivate or disable user accountsIn this article, we explain how to make a user account inactive on a set date and disable a user account immediately.
Overriding public holidays on rate sheetsIn this article, we explain how to set up overriding public holidays on rate sheets.
Access history buttonsIn this article, we explain how to provide staff members access to the History module.
Create and manage roster typesIn this article, we explain how to set up and manage roster types.
Add a rate band to a productIn this article, we explain how to override the hourly rate with a rate band for a product.
Create a new user groupIn this article, we explain how to add a new group to control access for users to Webroster.
Find the API key and enable web servicesIn this article, we explain how to locate the API key in Setup and enable Webservices against a user.
Update a user accountIn this article, we explain how to edit a user's contact information, and how to change their licence type.
Add and manage branchesIn this article, we explain how to turn on branches, create and delete them, and assign staff to a branch.
Enable timesheet extract for a userIn this article, we explain how to give a user access to the Timesheet Extract in Global.
Add an area to a branchIn this article, we explain how to add an area to an existing branch.
Set travel policy calculation methodIn this article, we explain how to set the travel policy to calculate by visit or by journey and when to use each option.
Extend a rate sheet end dateIn this article, we explain how to extend a rate sheet end date so products can be used on the client roster again.
Enable clashing bookingsIn this article, we explain how to allow a user to create clashing bookings.
Enable invoicing permissions for a userIn this article, we explain how to enable and manage invoicing permissions for a user by updating their permissions group.
Create an extra alertIn this article, we explain how to create an alert for client or staff extras.
Hide client and staff informationIn this article, we explain how to hide client and staff contact information using the GDPR settings.
Add a staff break typeIn this article, we explain how to add a new break type for use on staff rosters.
Change default payroll generation methodIn this article, we explain how to change the default payroll generation method used when generating payroll.
Duplicate ECM profileIn this article, we explain how to create a new ECM profile by duplicating an existing one.
Private extrasIn this article, we explain how to hide staff or client extras that contain sensitive information.
Assign ECM profile to a branchIn this article, we explain how to assign a specific ECM profile to a branch.
Insufficient travel time reportIn this article, we explain how to configure the insufficient travel time report email.
Change rota start dayIn this article, we explain how to change which day of the week your rota starts on.
Unable to Log InIn this article, we explain how to resolve login issues.