Admin & Settings

Settings — where everything is configured

One page with nineteen tabs across the top, holding almost everything about how Rostery behaves for your organisation: General, Service Types, Job Titles, Teams, Scheduler, Group Ratios, Travel & Transport, Time & Attendance, Declined Shift Flow, Compliance Requirements, Cancellation Policies, Document Categories, Note Types, Public Holidays, Price Books, Financial Config, Integrations, Notifications and Security & MFA.

Organisation details and preferences

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.

Travel and transport rates

What travel costs and what it earns. Rostery keeps a different kilometre rate for a worker’s own car, a company van and a modified (WAV) vehicle, because they are not worth the same — and a default transport item number, because kilometres are billed from the price book rather than from a rate typed here.

Service Types

What you deliver, and what each one is worth. A service type ties the work to a price book item, which is what makes a shift bill at the right rate — and how it is charged on a weekday, a Saturday, a Sunday and a public holiday.

Cancellation Policies

The rules that decide, when a shift is cancelled, whether the participant is still charged and whether the worker is still paid. They are what turn a cancellation from an argument into a calculation.

Compliance Requirements

What every worker must hold before they can be sent to a shift — screening checks, first aid, insurances. Setting them here is what makes the compliance reports and the expiry warnings mean something.

Public Holidays

The dates that attract public holiday rates. Rostery cannot know your state’s holidays or the local show day, so they are set here — and they change what a shift costs and what a worker is paid on that date.

Price Books

The catalogues services are priced from. Rostery ships with the official NDIS Support Catalogue loaded, so in most cases you are choosing from it rather than typing prices — and when the NDIA publishes a new guide you load it rather than editing the old one.

Allowances

Amounts paid on top of the hourly rate — sleepover, laundry, a broken shift, a first aid allowance. The unit is the part that matters: an allowance can be per shift, per hour, per kilometre or per period, and that decides the arithmetic.

Invoice Settings

How invoices are numbered, what they say, what tax they carry and how they reach people. Set it once and every invoice follows.

Branding

Your organisation on paper. The logo, colour and details set here appear at the top of every invoice, payslip, statement and exported report — and the NDIS registration number set here is used when claims are built.

Roles and Permissions

Who can see and do what. Two tabs: Users lists the people with access, Roles defines what each role is allowed to reach. It is the screen that keeps money and personal information away from people who do not need them.

Locations and branches

Your sites. A location is more than an address: it acts as a lens over the whole app, so a branch can see its own roster, its own participants and its own reports without the rest.

Feature Settings — turn pages on and off

Which parts of Rostery your organisation uses. Turning something off hides it from the menu for everyone, which is how you keep the app to the size of the job: Medication Management, Quotes, Tasks, Incident Management, Facilities, Publish Shifts, Advanced Break Tracking, Offline Mobile, Instant Messaging, and the individual pages under Pages & Navigation.

Family Portal Settings

What a participant’s family can see when they are given access. It is a privacy decision as much as a configuration one, so the defaults are deliberately narrow.

Qualification Match

The link between what a participant needs and what a worker holds. Two lists — Carer Qualifications and Support Needs — and the mapping between them is what lets Rostery rank workers by suitability rather than by who is free.

AI and Automation

The automatic messages Rostery sends on your behalf — shift reminders before a booking, and a review request afterwards — and the AI features your organisation has switched on.

AI Receptionist

A phone and chat receptionist that answers in your organisation’s voice, using what you tell it here. It also holds the keys for the services behind it — telephony, voice and the language models — so nothing has to be configured on a server.

Facilities

Houses and sites where support is delivered.

Export Data

Your data out of Rostery, per entity, as CSV or Excel. This screen is reserved for platform staff, so an organisation administrator will not see it — to get a full export of your own data, ask through support and it will be run for you. Every list in Rostery also has its own Export button, which is the quicker route for one entity.

Automations

Things Rostery does without being asked — reminders, review requests, scheduled reports.