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: houses, accommodation areas, service locations, logical standalone client sites, staffing rules, staff links, site capability requirements, clock-in settings, and rostering relationships. Read guide →
- 4 Step 4 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 →
- 5 Step 5 Clients Step-by-step guide to creating a client or participant in BondiByte: NDIS number, representative and emergency contacts, plan management and billing details, and choosing site-based or standalone/community rostering. Read guide →
- 6 Step 6 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 →
- 7 Step 7 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 →
- 8 Step 8 Light Rostering Build and publish a roster 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 preparing automatic draft assignments. Covers base recurring shifts, staff interest, suitability checks, scoring rules, manager review, and publishing. Read guide →
- 10 Step 10 Staff Portal Set up staff self-service in the browser Staff Portal and in the BondiByte Staff app for iPhone and Android: shifts, staff availability, leave and time off, shift interest, swaps, cancellations, timesheets, reports, documents, notifications, and profile details. Read guide →
- 11 Step 11 BondiByte Staff App Roll out the BondiByte Staff mobile app for iPhone and Android: how staff download and sign in, what they can do on a phone, clock in and clock out with site geofencing, push notifications, multiple organisations, and the workflows that stay in the browser. Read guide →
- 12 Step 12 Timesheets Automatic draft timesheets from rosters, staff review in the app, manager approval with pay levels, sleepover handling, and CSV payroll export for MYOB and Employment Hero. Read guide →
- 13 Step 13 Invoicing Prepare billing context and service agreements, generate and review invoice drafts, download PDFs, and run the invoice email and remittance workflow. Read guide →
- 14 Step 14 Audit Centre Live audit readiness score, compliance checks and enforcement, the Prepare Audit wizard, evidence packs, NDIS Practice Standards mapping, secure auditor portal, staff ratings, and audit sessions. Read guide →
- 15 Step 15 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 Organisation Settings Set up provider identity, branding, roster defaults, email readiness, payment details, and capacity awareness. 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 → Access Roles and Access Understand Owner, Admin, Manager, Staff, Staff Portal access, auditor access, and platform administration separation. 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 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 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 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 Use the Reports register for records attached to a staff member, client, site, or shift, build and publish your own report and form templates in Configuration under Reports and Forms, review submissions as a manager, and keep everything ready for evidence. Explore → Feature 5 Incidents Record incidents against participants, staff, sites, and shifts, use the standard incident form or an incident form your organisation built in Reports and Forms, capture severity, immediate action and follow-up, 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 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 → Feature 9 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.