How do I…?
Short guides for the jobs people do every day. Each one is small steps, in order, in plain words. If you are new to Rostery, start here rather than with the screen list.
24 guides · 156 steps · 36 screenshots
Add a shift
Putting one shift on the roster, start to finish.
Let the worker see the shift (publish)
A shift you have made is invisible to the worker until you publish it. This is the step people forget.
Give a shift to a worker
Filling an empty shift.
Change the time of a shift
Moving a shift to a different time or day.
Cancel a shift
The shift is not going ahead. This is not the same as deleting it.
Undo a cancellation
You cancelled a shift and it turns out it is going ahead after all.
Delete a shift
Removing a shift completely. Only for shifts made by mistake.
Copy a shift
Making another shift the same as one you already have.
Add a new participant
Putting a new participant into Rostery.
Add a contact for a participant
A family member, guardian or the participant themselves — and the email you will send things to.
Write down what support a participant needs
Telling Rostery what this person needs help with, so it can suggest the right workers.
Upload a document for a participant
The NDIS plan, service agreement, consent forms, risk assessments.
Remove a participant who has left
Someone is no longer with you.
Add a new support worker
Setting up a worker so they can be rostered and paid.
Add a qualification or check to a worker
NDIS Worker Screening, First Aid, CPR, Police Check, Driver Licence.
Tell Rostery when a worker can work
So the roster stops offering them shifts they cannot do.
Remove a worker who has left
Someone has finished up.
Add a service type
A kind of support you deliver — personal care, community access, transport. This is what you pick when you make a shift.
Set what a participant is charged
The hourly rate you bill for this person.
Set up a pay group
A pay group holds the award level and the hourly rate for a group of workers.
Approve a timesheet
Checking the hours a worker submitted and releasing them for pay and invoicing.
Undo an approval
You approved something by mistake.
Log an incident
Recording something that went wrong.
Get a report out
Pulling numbers out of Rostery into Excel.