Frequently Asked Questions
Below are some frequently asked questions that we are asked. Have a look and see just how easy and useful Roster Portal can be for you and your business.
Choosing Roster Portal
What is Roster Portal?
Roster Portal is online staff rostering and workforce management software for businesses that need to create rosters, manage staff availability, communicate shifts, forecast wage costs and export payroll information.
Who is Roster Portal designed for?
Roster Portal is designed for business owners, managers, payroll administrators and employees who need a central online system for staff scheduling, availability, leave, communication and payroll preparation.
Can I use Roster Portal on a phone or tablet?
Yes. Roster Portal is web based, so authorised managers and staff can access their roster and relevant features using a smartphone, tablet, laptop or desktop computer with an internet connection.
Staff
Can staff access their roster online?
Yes. Staff can log in to view their roster anywhere they have internet access, including smartphones and tablets. They can also read manager news, update availability and request time off.
Can staff see the whole roster?
Typically staff see their own roster. An administrator can change the setting to allow staff to see the whole roster.
Can staff see wage information?
No. Staff without administrator privileges can view their roster, read news, update availability and request leave, but cannot view wage data.
Can staff reset a forgotten password?
Yes. Staff can use the Forgot Password link on the login page to request a temporary password by email.
Can employees update their availability online?
Yes. Employees can log in to view and update their regular availability. Managers can control whether staff are permitted to make online availability changes.
Can employees request leave through Roster Portal?
Yes. Employees can submit leave and time-off requests through the staff portal. Managers can review requests alongside availability and roster information.
Can staff swap shifts?
Roster Portal includes a shift swapping workflow that allows eligible staff to offer and request shift changes. Managers can review and approve swaps before the roster is changed.
Roster Management
How does Roster Portal help create rosters?
Roster Portal combines staff availability and leave requests in one view. Managers can also copy shifts from a previous week instead of starting with a blank roster.
Can a roster contain multiple sections?
Yes. A roster can be divided into as many sections as required, with custom names for each section.
Can I enter unpaid breaks?
Yes. Enter a break in minutes in square brackets, such as [30], or enter multiple separate start and finish times.
Can I use 24-hour time?
Yes. Roster Portal supports am/pm time, 24-hour time and military time.
Can I enter split shifts?
Yes. A staff member can have up to five separate start and finish times in one day.
Can a roster week be hidden from staff?
Yes. Administrators can show or hide a selected roster week from staff view.
Can managers block dates from leave requests?
Yes. Managers can add blocked diary dates for periods when leave should not be requested, such as busy trading periods, stocktake periods or planned events.
Does Roster Portal support public holidays?
Yes. Public holiday information can be applied to rostered shifts so that public holiday wage rules and penalties can be included in wage calculations.
Time and Attendance
Does Roster Portal include employee clock-in and clock-out?
Yes. The Time and Attendance module allows employees to record start and finish times online. These actual hours can then be reviewed and used when preparing payroll.
Can Roster Portal compare rostered hours with actual hours?
Yes. Managers can compare scheduled roster hours with recorded or updated actual hours before exporting timesheets for payroll.
Communication
How does roster SMS and email communication work?
Managers can send roster shifts or general messages to all staff, selected staff or individual staff by SMS, email or both. Roster Portal keeps a log of messages sent.
Can managers publish general news to staff?
Yes. Each Portal has a custom News page where administrators can publish general information, notices and announcements.
Can Roster Portal help when someone calls in sick?
Yes. Managers can select relevant staff and send one SMS or email to ask for replacement availability.
Wage Forecasting and Payroll
Does Roster Portal support wage awards and penalties?
Yes. Wage groups can include roster-related rules such as Saturday, Sunday and public holiday rates, late or early penalties, uniform allowances, holiday pay and sick pay.
Can Roster Portal calculate overtime?
Yes. Wage rules can calculate daily overtime, weekly overtime and other configured penalty conditions based on the employee's rostered or actual hours.
Can I forecast wages before the week begins?
Yes. Managers can estimate takings, set a target wage percentage and compare scheduled wage costs with the target before shifts are worked.
Can Roster Portal export payroll timesheets?
Yes. Once rostered hours are updated to actual hours, Roster Portal can export electronic timesheets for supported payroll systems.
Does Roster Portal integrate with Xero?
Yes. Roster Portal can export or send approved payroll information to Xero using the configured payroll integration. Payroll administrators can review and process the relevant staff records before submission.
Can Roster Portal export timesheets to MYOB?
Yes. Roster Portal can generate payroll export files for supported MYOB workflows. Payroll categories and employee payroll settings must be configured correctly for the export to import successfully.
Does Roster Portal replace payroll software?
No. Roster Portal prepares roster, time and wage information for payroll. It works alongside payroll systems such as Xero and MYOB rather than replacing them.
Can payroll administrators work remotely?
Yes. Roster Portal is web based, so authorised payroll administrators can export timesheets from anywhere with internet access.
Setup and Security
How does Roster Portal setup work?
Roster Portal gathers staff and wage information, configures the Portal and can customise the staff area to match the business brand.
Is training available?
Yes. Customers can use training videos, start independently or engage Roster Portal trainers. Initial payroll import testing can be completed with trainer assistance.
How is Portal data backed up?
Portal data such as rosters and staff records is backed up daily to remote and local servers.
Can Roster Portal be customised for my business?
Yes. A Portal can be configured with your organisation's branding, staff information, wage groups, roster sections and relevant settings.
