BondiByte Robotics

Guide

Build the roster before adding automation.

Rostering is where sites, clients, staff, shift cards, recurring shifts, roster periods, publishing, Staff Portal visibility, timesheets, and Smart Rostering preparation meet.

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What this section is for

Explains how Rostering fits into the BondiByte workspace.

Rostering lets managers create shifts, build recurring structures, review roster periods, request staff interest where available, publish shifts, and keep staff-facing workflows aligned.

It is the foundation for Smart Rostering, Staff Portal shift visibility, timesheet drafts, reports, and invoicing context.

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Before you start

Lists what should be ready before working through Rostering.

Set up sites, staff, clients, and service agreement context first.

Read the Smart Rostering guide before enabling automation for a site.

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Step-by-step setup

Gives practical setup steps for Rostering.

  1. Open Rostering and select the site and period.
  2. Create roster periods if needed.
  3. Add shifts with the right date, time, site, client, and staff context.
  4. Use recurring shift controls while Smart Rostering is not enabled for that site.
  5. Review draft roster gaps and shift cards.
  6. Publish the roster so staff can see their shifts.
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Key fields and settings explained

Defines the main fields and settings used by Rostering.

Roster period
The date range used to group and review shifts.
Shift card
The roster item showing shift time, site, client, staff, and status context.
Recurring shift
A repeated shift structure created through the normal rostering flow before Smart Rostering takes over future automation.
Draft roster
A roster period not yet published to staff.
Published roster
A roster period visible to staff through staff-facing workflows.
Shift note or report
A staff or manager record connected to rostered work in the relevant workflow.
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Best-practice setup tips

Lists practical setup tips for Rostering.

Best practice

  • Create clean base recurring shifts before enabling Smart Rostering.
  • Review site, client, staff, and billing context before publishing.
  • Use the Smart Rostering guide before turning on site automation.
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Common mistakes to avoid

Lists common setup mistakes for Rostering.

Common mistake

  • Enabling Smart Rostering before the base recurring roster exists.
  • Publishing before reviewing gaps and staff visibility.
  • Expecting timesheets or invoice drafts to work cleanly when roster context is incomplete.

Need help applying this setup path?

Book a BondiByte demo and we can walk through the right setup order for your provider.

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