Admin & Settings

Organisation details and preferences

Settings → General8 steps

The basics every other part of the product reads: your company name, country and timezone, what you call your own roles, how often you run pay, and how the system talks to people.

Step by step

1
Open Settings and stay on the General tab.
2
Set the Company Name. It appears on the screen and on exports.
3
Set the Country and the Timezone. The timezone decides what "today" means on the scheduler and when a shift crosses into penalty hours, so it has to be your operating timezone rather than a head-office one.
4
Under the role names, set what you call a Support Worker, the alternative worker title, and the Office / Coordinator role. Rostery uses your words rather than its own throughout.
5
Set the Client Types you use — the Aged Care levels and the NDIS management types (NDIS Managed, Plan Managed, Self Managed). These are what you choose from on a participant.
6
Set Pay Run Frequency and Pay Run Start Day to match your actual pay cycle.
7
Set the Communication Mode for how notifications reach people.
8
Click Save.

The screen

Organisation details and preferences in Rostery — Organisation details and preferences as it appears in Rostery.

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