Configuration & settings
Configuration options and system settings help.
By Emma1 author24 articles
System settings & environment
Configure global system settings, formats, and environment options.
- Change the date and time formatIn this article, we explain how to change the date and time format in Webroster when using Google Chrome as your browser.
- Prepare for scheduled downtimeIn this article, we explain how to prepare for planned system downtime by downloading key reports so you can continue operating.
- System end date extension requestIn this article, we explain how to request a system end date extension and what to expect.
System features & behaviour
Configure features, visibility, and system operational behaviour.
- 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.
- Hide client and staff informationIn this article, we explain how to hide client and staff contact information using the GDPR settings.
- Private extrasIn this article, we explain how to hide staff or client extras that contain sensitive information.
- Set up dynamic extrasIn this article, we explain how to set up dynamic extras so client extras are shared correctly with Access Care Planning.
Rates, products & financial rules
Configure rate sheets, pricing, and financial calculation rules.
- Create a rate sheetIn this article, we explain how to create a rate sheet in setup.
- 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.
- 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.
- Add a rate band to a productIn this article, we explain how to override the hourly rate with a rate band for a product.
- 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.
- Overriding public holidays on rate sheetsIn this article, we explain how to set up overriding public holidays on rate sheets.
Rostering rules & scheduling configuration
Configure rostering rules, scheduling behaviour, and visit policies.
- Create and manage roster typesIn this article, we explain how to set up and manage roster types.
- 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 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.
- Enable clashing bookingsIn this article, we explain how to allow a user to create clashing bookings.
- Change rota start dayIn this article, we explain how to change which day of the week your rota starts on.
Payroll & shift configuration
Configure payroll behaviour and shift payment features.
- Pay for shift featureIn this article, we explain how shift pay works, how to configure the feature, and how to create, manage, and pay shifts from setup through to reporting.
- Manage active and inactive staff contractsIn this article, we explain how staff activity is determined, how to find active and inactive staff, and how to manage contracts to control staff status.
Alerts & monitoring
Configure alerts and system monitoring behaviour.