Help & Support
Everything you need to get your organisation up and running.
Getting started (for admins)
If you’ve just created your organisation, here are the first five things to set up. You’ll find each of these in the left-hand menu of your admin dashboard.
Add your branches
A branch is a location or care area. Managers and rotas are scoped to a branch, so set these up first under Branches.
Add the people you support
On the Care plan, create a client record for each person you support — including their home address, which sets the geofence carers clock in against. Find this under Clients.
Invite your team
Add carers, managers and admins under Users. Everyone you invite gets their own email to verify their address and set a password.
Build your first rota
Schedule shifts against branches and clients in the Rota. Your team sees their rota the moment it’s published.
Review your plan
Check your plan and billing details under Billing so the features you need stay switched on.
For your team (carers)
- See your shifts — open My Rota on your dashboard to see everything you’re scheduled for.
- Clock in and out — when you arrive at a visit, tap Clock In. The app checks your GPS location at that moment to confirm you’re at the right place, then again when you tap Clock Out.
- Pick up open shifts — browse Open Shifts and apply for any that suit you; a manager confirms it and it appears on your rota.
- Request leave — submit holiday and other leave under Leave, and track your remaining balance.
- View your earnings — where your employer runs payroll through Rostera, your payslips appear under Earnings.
Features explained
- Rota & open shifts — build schedules, publish them instantly, and advertise unfilled shifts for staff to apply to.
- GPS clock-in — attendance is verified against the visit location, so timesheets reflect where and when work actually happened.
- Timesheets & approvals — clock-ins flow into timesheets; any clock-out well past the shift end is flagged for a manager to approve.
- Leave management — staff request leave, managers approve, and balances update automatically.
- Payroll & payslips (Pro plan) — run pay periods from approved hours and send payslips by email.
- Reports & audit log (Pro plan) — export hours, attendance and earnings, and review a full trail of admin actions for compliance.
- Client care records (Care plan) — care plans, clinical observation charts, body map, eMAR and shift handover forms for each person you support.
- Notifications — shift reminders and updates reach your team by push notification (web and the mobile app) with email as a fallback. Each person controls which notifications they receive from their profile.
Account & login
- Setting up your account — when an account is created for you, you’ll receive an email with a link to verify your address and choose a password. The link is valid for 7 days.
- Forgotten password — use the Forgot password link on the login page to receive a reset email.
- Multiple organisations — if you work for more than one organisation on Rostera, you’ll be asked which one to work in after signing in.
- Installing the app — Rostera works in any browser and can be installed on your phone’s home screen, with native iOS and Android apps available for push notifications.
Troubleshooting
- “You’re too far from the location” when clocking in — the app needs you to be within the visit’s set radius. Make sure location permission is enabled for Rostera in your device settings, and that you’re at the correct address. The message shows how far away you currently are.
- Not receiving notifications — check that notifications are allowed for Rostera in your device settings, and that the notification type is switched on in your profile. If you have no device registered, important alerts are emailed instead.
- A feature is locked or missing — some features are part of the Pro or Care plans. Admins can review and change the plan under Billing.
- Didn’t get your welcome or invite email — check your spam folder. An admin can resend the invitation from the Users list.
Contact us
Still stuck? Email us at admin@rostera.co.uk and we’ll help you get set up. For questions about data held about you, see our Privacy Policy.