BondiByte Robotics

Guide

Prepare staff-facing workflows.

Staff Portal gives staff a focused place to view shifts, manage availability, express interest, handle supported swaps and cancellations, upload documents, submit timesheets, create reports, and review profile details.

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What this section is for

Explains how Staff Portal fits into the BondiByte workspace.

Staff Portal supports staff-facing access for shifts, shift interest, notifications, availability, documents, tasks, timesheets, reports, profile, swaps, and cancellations when those workflows are enabled.

It is a browser-based staff experience for staff-facing self-service.

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Before you start

Lists what should be ready before working through Staff Portal.

Confirm the staff member has an active tenant user and linked active staff profile.

Publish relevant rosters before expecting shift visibility.

Check email readiness before relying on notification emails.

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Step-by-step setup

Gives practical setup steps for Staff Portal.

  1. Set staff role and profile link in Roles and Staff setup.
  2. Confirm the staff member can sign in to the correct tenant workspace.
  3. Publish shifts in Rostering.
  4. Ask staff to check shifts, availability, interest, documents, tasks, timesheets, and profile details.
  5. Use manager workflows to review timesheet submissions and staff reports.
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Key fields and settings explained

Defines the main fields and settings used by Staff Portal.

Staff Portal role
The role that allows staff-facing self-service access.
Linked active staff profile
The operational staff record connected to the login account.
Shift interest
A staff expression of interest in upcoming shifts where collection is enabled.
Availability
Staff availability records such as available, unavailable, preferred, or blocked.
Report or shift note
A staff report connected to completed or current rostered work in the relevant workflow.
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Best-practice setup tips

Lists practical setup tips for Staff Portal.

Best practice

  • Check roles and staff profile links before troubleshooting portal access.
  • Use Staff Portal after roster publishing so staff see current shifts.
  • Keep staff documents and timesheets connected to the same active profile.
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Common mistakes to avoid

Lists common setup mistakes for Staff Portal.

Common mistake

  • Inviting staff before roles and staff profile links are ready.
  • Expecting unpublished roster shifts to appear to staff.
  • Treating Staff Portal as a device-installed app.

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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