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Guided Onboarding

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Hello and Welcome to your Guided Onboarding Journey.

Below are a series of links to resources designed to assist you with configuring and implementing CareMaster in your organisation. The aim of this process is to take you step by step, through the various tasks required to:

  • Configure your basic Admin and Data settings.
  • Create and maintain your Worker and Participant profiles
  • Create Participant supports and allocate Workers
  • Manage and update your Rosters
  • Connect to Xero and configure your Xero Integration
  • Setup your Workers for Payroll and Participants for Invoicing
  • Complete a full Payrun
  • Complete an Invoicing Cycle

Please see below a snapshot of what to expect throughout your guided onboarding journey

If you need support at any stage during your implementation, please email us at onboarding@caremaster.com.au, and we’ll be happy to arrange an assistance session.

Nested Articles

Step 1: NDIS Service Import

Step 2: CareMaster Configuration & Rostering

Step 3: Financial Integration

Step 4: NDIS Export Process (Registered NDIS Providers)

Advanced Rostering - SIL Houses (Optional)

Coordination of Support (Optional)

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