Guides
Step-by-step guides for BondiByte.
Find the task you need, follow numbered steps with annotated screenshots, and download the PDF to share with your team.
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Guides by category
Each category lists its step-by-step guides first, then the existing setup guides for that area.
- Getting started Set up your organisation, roles and the basics before you add people and shifts. 8 guides
- Staff and clients Add and manage the staff, clients and sites your organisation works with. 5 guides
- Rostering Plan shifts on the roster and keep rostering rules in order. 12 guides
- Smart Rostering Set up Smart Rostering so draft rosters are prepared for your review. 12 guides
- Pay Levels and Pay Rules Define Pay Levels and Pay Rules that timesheets and payroll use. 14 guides
- Timesheets and payroll Review timesheets, prepare invoices and send timesheets to Xero Payroll. 7 guides
- Service Agreements Build Service Agreements and staff contracts, and keep support coordination organised. 16 guides
- Reports, Incidents and Charts Record shift notes, report incidents and track client Charts. 19 guides
- Compliance and audit Keep documents and evidence ready, and work in the Audit Centre. 9 guides
- Reference data Work with the NDIS catalogue and export your organisation's data. 2 guides
- Integrations Connect single sign-on, email notifications and automation. 8 guides
- Staff App Help your team use the BondiByte Staff App on their phones. 9 guides
- Troubleshooting Find the cause of a problem and the steps that fix it. 1 guide
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 Staff Create and manage staff in BondiByte: CSV import, employment and rostering settings, staff availability, leave, unavailability and time off, evidence-backed capabilities, compliance documents, login access, and site relationships. Read guide →
- 2 Step 2 Service Agreements Build a participant service agreement template with variables, generate a PDF, send it to the client or their representative to sign electronically, and feed the agreed line items into billing. Read guide →
- 3 Step 3 Documents Upload and manage documents linked to staff, clients, sites, or organisation areas: document types, expiry dates, renewal reminders, compliance checks, certificates and licences, and audit evidence readiness. Read guide →
- 4 Step 4 Invoicing Prepare billing context and Service Agreements, generate and review invoice drafts, download PDFs, and run the invoice email and remittance workflow. Read guide →
- 5 Step 5 Automation Capacity Understand Automation Capacity: the model for automation work, what uses capacity, manual fallback, plan capacity, and admin controls. Read guide →
Configuration
Every Configuration card, explained
The Configuration area mirrors these guides card for card: Workspace, Access, Outbound, and System. Start with the overview, then open the guide for the card you are setting up.
Overview Configuration Tour the Configuration area: Organisation, Rostering rules, Login SSO and User Sync, Roles and Permissions, Email, Security, Data Export, AI Settings, and Reports and Forms, and where each setting lives. Explore → Workspace Rostering Rules Set roster period automation, automatic draft timesheets and invoices, and organisation-wide clock-in and geofence defaults. Explore → Workspace Capabilities Create document-backed staff capabilities, collect evidence through document uploads, require capabilities per site, and use them in Smart Rostering suitability. Explore → Access SSO and SCIM Learn how BondiByte supports Microsoft SSO and SCIM provisioning foundations for identity-managed NDIS provider teams. Explore → Outbound Email Notifications Understand platform-managed email: sender profiles, your Reply-To settings, workflow notifications, email readiness, and troubleshooting checks. Explore → System Security Settings Admin Portal MFA policy, audit and export retention windows, session timeout, data export controls, and the configuration activity log. Explore → System Data Export Export operational data by category with filters, preview, and download, governed by the Security card's export controls and retention cleanup. Explore →
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 Staff Contracts Build an employment contract template for staff with variables and Pay Level line items, generate a PDF, and send it to the staff member to sign electronically. Explore → Feature 2 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 3 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 4 Automation Centre Turn organisation automation on in Account settings, then use the Automation Centre library to enable reminder and notification automations and watch their scheduled runs, run history, and action logs, with human review of every automated action. Explore →
Need help choosing the right starting point?
Book a demo and we can walk through the setup path that fits your provider.