Guides
Practical setup and workflow guides.
Set up BondiByte in the right order, understand key fields, and avoid common mistakes. Start with the overview, then work down the setup path.
Setup path
Set up BondiByte in the right order
Work top to bottom. Each step opens a deep guide with setup steps, key fields, and the mistakes to avoid.
- 1 Step 1 Organisation Settings Set up provider identity, branding, roster defaults, email readiness, payment details, and capacity awareness. Read guide →
- 2 Step 2 Roles and Access Understand Owner, Admin, Manager, Staff, Staff Portal access, auditor access, and platform administration separation. Read guide →
- 3 Step 3 Sites Understand sites, accommodation areas, logical standalone client sites, staffing rules, staff links, and rostering relationships. Read guide →
- 4 Step 4 Staff Set up staff profiles, account links, UPN/contact details, capabilities, site links, availability, documents, and Staff Portal readiness. Read guide →
- 5 Step 5 Clients Set up client profiles, NDIS number, contacts, representatives, emergency contacts, plan management, linked site, and billing context. Read guide →
- 6 Step 6 Service Agreements Build a service agreement template with variables, generate a PDF, send it for electronic signature, and feed line items into billing. Read guide →
- 7 Step 7 Documents Upload and manage documents linked to staff, clients, sites, or organisation areas, with expiry dates and audit evidence readiness. Read guide →
- 8 Step 8 Light Rostering Schedule shifts on a simple week or fortnight calendar for clients who are not tied to a site. Add a shift quickly, assign staff with conflict warnings, publish to notify staff, record shift reports, and attach client billing line items. Read guide →
- 9 Step 9 SIL / Automated Rostering Set up SIL rosters that run at a site with supervised Smart Rostering automation, covering base recurring shifts, staff interest, suitability checks, draft assignments, manager review, and publishing. Read guide →
- 10 Step 10 Staff Portal Help staff use portal access for shifts, availability, interest, swaps, cancellations, timesheets, reports, documents, notifications, and profile details. Read guide →
- 11 Step 11 Timesheets Set up roster-connected timesheets, draft generation, staff review, submission, manager approval, sleepover handling, and payroll export preparation. Read guide →
- 12 Step 12 Invoicing Prepare billing context and service agreements, generate and review invoice drafts, download PDFs, and run the invoice email and remittance workflow. Read guide →
- 13 Step 13 Audit Centre Prepare audit sessions, evidence upload, evidence groups, release evidence, auditor invites, requests, access logs, access end dates, and document readiness. Read guide →
- 14 Step 14 Automation Capacity Understand Automation Capacity: the model for automation work, what uses capacity, manual fallback, plan capacity, and admin controls. Read guide →
Feature library
Other key features
Explore the wider platform. Each area connects with the setup steps above to give your organisation a complete operational toolkit.
Feature 1 Support Coordination Manage a support coordination caseload, log billable case notes, track plan budgets, manage tasks, goals, and referrals, and prepare claims. Explore → Feature 2 Staff Contracts Build a staff contract template with variables and pay-level line items, generate a PDF, and send it to staff for electronic signature. Explore → Feature 3 Pay Levels Set up pay levels, attach them to staff, and use them in timesheets, cost calculations, and staff contracts, confirmed against your awards. Explore → Feature 4 Reports Capture staff shift reports and notes connected to rostered work, review them as a manager, and keep them ready for evidence. Explore → Feature 5 Incidents Record incidents against participants, staff, and sites, capture detail and evidence, and keep records ready for review and audit. Explore → Feature 6 Billing and Subscription Choose a BondiByte plan, start a trial, check subscription status, change plans, and manage payment through the secure billing portal. Explore → Feature 7 NDIS Catalog Use NDIS catalogue line items in service agreements, shift billing, and claims, and keep them aligned with the current NDIS pricing. Explore → Feature 8 SSO and SCIM Learn how BondiByte supports Microsoft SSO and SCIM provisioning foundations for identity-managed NDIS provider teams. Explore → Feature 9 Automation Centre Configure supervised automation switches, threshold warnings, and operational alerts, while keeping human review of every automated action. Explore → Feature 10 Email Notifications Understand platform-managed email: sender profiles, your Reply-To settings, workflow notifications, email readiness, and troubleshooting checks. Explore → Feature 11 Troubleshooting Fix common BondiByte issues: login, Staff Portal access, missing documents, Smart Rostering recommendations, shifts, timesheets, invoices, and billing. Explore →
Need help choosing the right starting point?
Book a demo and we can walk through the setup path that fits your provider.