Setting up your organisation

Set up in this order and everything downstream just works. Each step feeds the next.

1. Add participants

1. 1Go to People, then Participants, then All Participants and use New participant.
2. 2Fill in identity, NDIS number, contacts, communication needs and care flags. The more complete the profile, the better AI prefill works on forms later.
3. 3Upload key documents on the participant's Documents tab as you receive them.

2. Add workers

1. 1Go to People, then Workers, then All Workers and add each worker, or run them through Recruitment and convert them when hired.
2. 2Record their SCHADS level and employment type so shift costing and payroll are right.
3. 3Track screening, training and documents under Workers, then Documents & Compliance.

3. Quotes and service agreements

1. 1Build a quote per participant under Finance, then Quotes (see Building a quote).
2. 2Approving a quote generates the service agreement automatically, ready to send for signing.

4. Roster

1. 1Generate draft shifts straight from the executed agreement's funded line items, or build the roster by hand under Operations, then Roster.

5. Switch on the portals

1. 1Open a participant and use Family access to issue portal links to family members.
2. 2Manage everything portal-related from People, then Family & SC portal.