BondiByte Robotics

Guide

Prepare staff records for rostering and portal workflows.

Staff profiles drive rostering, Smart Rostering suitability, documents, timesheets, reports, manager review, and Staff Portal access.

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What this section is for

Explains how Staff Setup fits into the BondiByte workspace.

Staff records describe people available for operations, rostering, documents, timesheets, reports, and Staff Portal workflows.

The staff form includes identity, contact, emergency contact, employment, rostering preferences, site link, manager, pay level, ordinary hours, and notes.

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Before you start

Lists what should be ready before working through Staff Setup.

Create sites first if staff will be linked to site teams.

Decide whether the staff member needs Staff Portal access.

Have contact, emergency contact, employment, availability, and document evidence ready.

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Step-by-step setup

Gives practical setup steps for Staff Setup.

  1. Open Staff and create or edit the profile.
  2. Complete name, status, contact details, UPN/login identity where relevant, and employment context.
  3. Add primary site and manager fields where visible.
  4. Set rostering preferences for days, shift types, public holidays, transport, travel, and maximum hours.
  5. Upload staff documents and checks through Documents where required.
  6. Confirm the staff profile is active before rostering or Staff Portal use.
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Key fields and settings explained

Defines the main fields and settings used by Staff Setup.

UPN
The login identity used for Microsoft/Entra-style sign-in when enabled. It is separate from contact email.
Email
The staff contact or notification email.
Primary site
The main site relationship used for operational grouping.
Manager
The staff member's manager where the provider uses manager relationships.
Rostering preferences
Availability-style preferences that help managers and Smart Rostering understand suitable shifts.
Capability
A staff skill, permission, check, or qualification used to support suitability decisions.
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Best-practice setup tips

Lists practical setup tips for Staff Setup.

Best practice

  • Link staff to sites before using Smart Rostering for those sites.
  • Keep contact email and UPN clear so login troubleshooting is easier.
  • Treat expired or missing documents as setup issues.
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Common mistakes to avoid

Lists common setup mistakes for Staff Setup.

Common mistake

  • Creating a login account but not linking it to an active staff profile.
  • Leaving site relationships blank and expecting site-based rostering to work smoothly.
  • Leaving availability, sleepover, active night, and public holiday preferences unchecked.

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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