Rostery

Getting set up

Each step depends on the one before it. Doing them out of order is the single most common reason a new organisation finds the roster will not save, or the first pay run comes out at nil.

6 steps

  1. 1

    Organisation details

    Name, ABN, address, time zone and logo. The logo and colour appear on every invoice, payslip and exported report, so it is worth doing before anything is sent out.

    Settings → Organisation

  2. 2

    Services and the price book

    A service type is what you deliver; a price book item is what it is worth. Rostery ships with the official NDIS Support Catalogue already loaded, so in most cases you are choosing from it rather than typing prices.

    Settings → Service Types

  3. 3

    Pay groups and rates

    A pay group holds the rates a worker is paid. The SCHADS award rates come down from the platform already populated. Casual rates already include the 25% casual loading — do not add it again.

    Settings → Pay Groups

  4. 4

    Staff

    Add workers with their employment basis and pay group, then their qualifications and checks. A worker with no pay group can be rostered but will not generate pay.

    Staff → New Staff

  5. 5

    Participants and their funding

    Add the people you support, then the plan and the funded lines. Without a plan there is nothing to bill a shift against.

    Clients → New Client

  6. 6

    The roster

    Now shifts can be created, published, worked and approved. Everything downstream — timesheets, pay, invoices, claims — flows from an approved shift.

    Scheduler

How to read these guides

Chapter and section

Every section is numbered, so 3.2 is the second section of chapter 3. Search results and cross-references use those numbers.

The route

The grey monospaced address beside a heading is where the screen lives. Type it after your Rostery address to go straight there.

Numbered steps

Do them in order. A step that needs a picture has one beside it; a step like “click Save” does not, and none is shown.

Figures

Pictures are numbered within their chapter — Figure 3.2 is the second picture in chapter 3. They are taken from a demonstration account, so no real participant appears anywhere in this handbook.

Worth knowing

The boxed notes carry the thing that is not obvious from the screen — usually the reason something behaves the way it does.

Set up and ready to work?

Go to Everyday tasks for the jobs you will do most, or browse all collections.