carePORTAL Roster System - New Home Setup

1) Rates - carePORTAL Roster System
Payrates must be added to the 'Rates' page before a home can assign them to staff. Get in touch with Payroll to gather a list of payrates for a ...
Thu, 21 Jul, 2022 at 10:00 AM
2a) Rules - carePORTAL Roster System
Liaise with Payroll and the Regional Admin team to obtain the rules for a site Unpaid Break Rules The following rule is an example of an unpaid brea...
Thu, 30 Jun, 2022 at 10:28 AM
2b) Enhancement - carePORTAL Roster System
After adding a bank holiday enhancement rule to a site (like we done in part 2a of the roster guides), the home will then assign a bank holiday enhancement ...
Thu, 30 Jun, 2022 at 10:26 AM
3) Financial Years/Roster Years/Payroll Periods - carePORTAL Roster System
Financial Years Setting up financial years allows holiday entitlement and reports to be generated. 1) Ask Payroll for the dates for a particular sit...
Tue, 12 Jul, 2022 at 1:29 PM
4) Site User Setup - carePORTAL Roster System
1) In the upper left corner of your Portal app, click the green box and ensure you are set to 'Site' 2) Click 'Staff' in the main menu a...
Thu, 30 Jun, 2022 at 12:48 PM
5) Budgets - carePORTAL Roster System
ADDING MODELS A model must be created for each occupancy band. To create a model, Ensure you are on the correct site, click ‘Budgets’ in the left panel...
Fri, 15 Jul, 2022 at 11:35 AM
6) Agency and Agents - carePORTAL Roster System
Note - all agency shifts will automatically have a 30 minute break applied for anything 6 hours or over and a 1 hour break applied for anything 12 hours or ...
Fri, 1 Jul, 2022 at 4:52 PM
7a) Site Code Generation - carePORTAL Roster System
A site code and password are required to log into the T&A app on the T&A machines. As with any of these settings, please be careful. To gene...
Thu, 30 Jun, 2022 at 1:04 PM
7b) T&A Setup - carePORTAL Roster System
will get alex to do this
Thu, 30 Jun, 2022 at 1:04 PM