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Admin & manager console
Welcome back 👋
Email
admin@example.com
Password
••••••••
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Welcome back,
Admin
Your organisation at a glance
Participants & Sites
8 participants · 26 sites
8 No Safety Plan
8 No recent documentation
Rostering & Service
Shifts, timesheets, reports
0% Roster coverage — below target
0% Report completion
Risk & Incidents
Incidents & compliance
5 Open incidents — require attention
Finance & Claims
NDIS claiming & invoicing
All plans healthy
People & Culture
7 staff · 1 invite pending
All certifications current
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Participants & Sites
8
participants
26
sites
1
onboarding
Needs attention
8 participants have no Safety Plan · 8 with no recent shift report
Record · capture & create
New participant onboarding
12-step intake · 1 in progress
Add site / location
Manage · view & organise
ET
Emily Turner
NDIS •••• 0001 · 12 Maple Street
JL
Jacob Lee
NDIS •••• 0002 · 8 River Road
SA
Sophie Adams
NDIS •••• 0003 · 30 Oak Avenue
Sites & locations
26 SIL homes
Insights · reports & intelligence
Shift Report Register
org-wide shift reports
AI Participant Briefings
summaries from shift data
Profile Suggestions Queue
AI care-plan updates · 0 pending
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Rostering & Service
0%
roster coverage
0%
report completion
Record · capture & create
New shift
Leave request
Manage · view & organise
Roster Calendar
fortnightly schedule
Timesheet Approval
approve before payroll
Payroll Export
Employment Hero CSV
Insights · reports & intelligence
Shift Documentation
report completion 0%
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Finance & Claims
$0
monthly revenue
$0
pending claims
$0
outstanding
0%
claim success
Record · capture & create
ROC Builder (SIL)
22 sites · roster of care
New invoice
Manage · view & organise
Claims Pipeline
0 claim lines
Claim Schedule
upcoming claim runs
Insights · reports & intelligence
Funding Burn
plan utilisation
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People & Culture
7
staff
1
pending invite
100%
compliant
Record · capture & create
Invite user
send invitation email
Manage · view & organise
Staff Directory
7 employees · roles & leave
Compliance
certifications & screening
Invitations
1 pending · history
Insights · reports & intelligence
Workforce reports
leave, hours, turnover
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Risk & Incidents
5
open
0
high risk
--
avg resolution
Record · capture & create
Report Incident
7-step guided wizard
Manage · open incidents (5)
Minor fall — Emily Turner
22 Jun · Medium · under review
Behaviour — Jacob Lee
21 Jun · Low · investigating
Insights · reports & intelligence
Risk Analytics
trends, categories, resolution
Export Incident Report
spreadsheet (CSV)
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Approvals
Timesheets
Reports
Claims
AC
Alex Carter · 4h
12 Maple St · 10:00–14:00 · GPS verified
JD
Jordan Diaz · 6h
8 River Rd · 8:00–14:00 · GPS verified
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Messages
Team
Site boards
MR
Maria Reyes
Emily's GP appt moved to Thursday…
SM
Sam Mills
All calm overnight 👍
Illawarra team
Alex: covered the afternoon shift
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Hi — Emily's GP appointment moved to Thursday 2pm. Can someone cover the transport?
I'll assign Alex, he's on shift that day.
Perfect, thanks 🙏 I'll note it on the site board too.
Done — added to 12 Maple Street handover.
Message…
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New incident reported
Minor fall — Emily Turner · needs review
Review →
2 timesheets pending
Approve before payroll cut-off
Approve →
Certification due soon
Sam Mills · Manual Handling expires 18 Jul
New message from Maria
Emily's GP appt moved to Thursday
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AD
Admin
Administrator · AMS
All modules
Participants & Sites
Rostering & Service
Finance & Claims
People & Culture
Risk & Incidents
Account
Settings
Sign out
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ET
Emily Turner
NDIS •••• 0001 · Active
Risk flags
Falls risk · Epilepsy — see Safety Plan · Nut allergy · No safety plan on file
Quick info
Date of birth13/07/1991
LivingSIL — 12 Maple Street
Key contact☎ Guardian
Medications
MorningLevetiracetam 500mg
EveningLevetiracetam 500mg
Active NDIS plan
Funding$435,243
Expires01/12/2026
Documents, Goals, Daily Living…
11 profile tabs
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12 Maple Street
SIL site · Riverside
3
participants
2
staff
3/4
capacity
Message board
MR
Maria Reyes
2h ago
Emily's GP appt moved to Thursday 2pm — please note for next shift.
Live chat
site team conversation
Schedule
Today · Alex Carter
10:00–14:00 · personal care
To-do's
Order supplies
due tomorrow
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Formatted
Worker capture
Last 30 days · all participants · read-only
JL
Jacob Lee
Yesterday · Alex Carter · 9:00–13:00
SA
Sophie Adams
22 Jun · Sam Mills · 14:00–18:00
ET
Emily Turner
Today · Alex Carter · 10:00–14:00
Export register (CSV)
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AI Participant Briefings
Auto-generated from shift data
ET
Emily Turner
Generally settled this week; morning medication consistent. One minor fall on 22 Jun (under review). Engaged well in garden activities. Watch: mobility after the fall.
JL
Jacob Lee
Positive week, meeting community-access goal. One low-level behaviour incident on 21 Jun. No medication issues.
✨ Updates automatically as shift reports come in
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22 Jun – 5 Jul · fortnight
M
T
W
T
F
S
S
22
23
242
25
261
27
28
29
30
1
21
3
4
5
Today's shifts
AC
Alex Carter
12 Maple St · 10:00–14:00
SM
Sam Mills
8 River Rd · 14:00–18:00
Build / edit roster
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$0
pending
0
claim lines
0%
success
No claims in the pipeline
Claim lines appear here as services are delivered & documented
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7 employees
AC
Alex Carter
Support Worker · 0 days leave
MR
Maria Reyes
Team Leader · 4 days leave
SM
Sam Mills
Support Worker · 2 days leave
RS
Riley Stone
Finance · 1 day leave
DW
Dana Wood
Executive · 0 days leave
CB
Chris Bell
Team Leader · 6 days leave
AD
Admin
Administrator
Invitations
new.worker@example.com
Support Worker · sent 16 Jun
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6
current
1
due soon
0
expired
NDIS Worker Screening
All staff · valid
First Aid & CPR
6 of 7 staff current
Manual Handling — Sam Mills
expires 18 Jul 2026
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5
open
0
high risk
--
avg days
Monthly trend
Category breakdown
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DocumentsIdentityHealthSafetyGoals+7
AI document extract
Upload existing documents and AI pre-fills the intake. No retyping.
Document type
Select type…
Participant name
Full name
NDIS number
e.g. 4300••••
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Site name
e.g. 5 Pine Close
Address
Street, suburb, postcode
Type
SIL
Community
Other
Capacity
e.g. 4 participants
Location leader
Assign staff…
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Participant
Emily Turner
Site
12 Maple Street
Date
25 Jun 2026
Time
10:00–14:00
Support worker
Alex Carter
Service type (NDIS)
Personal care
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Staff member
Alex Carter
Type
Annual
Sick
Other
From
1 Jul
To
5 Jul
Reason (optional)
Add a note…
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Period start
22 Jun
Period end
28 Jun
Preview
Approved shifts2
Total hours10h
FormatEmployment Hero CSV
Only approved timesheets are exported.
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SIL site
12 Maple Street
Roster of care · weekly
Weekday (Mon–Fri)
2:1 daytime · 1:1 night
Weekend
2:1 active · 1:2 sleepover
Participants in ratio
3 of 4 assigned
The ROC drives NDIS SIL claiming.
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Participant
Emily Turner
Claim period
1 Jun – 30 Jun 2026
Line items
Personal care · 40h
NDIS line · 01_011_0107
Total$2,180.00
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7
staff
13
leave days
96%
shifts filled
Reports
Leave balances
by staff member
Hours worked
this fortnight
Certification compliance
expiries & gaps
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Date range
30 days
90 days
12 months
Format
CSV
PDF
Include
Summary & status
Full details
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Wednesday 24 Jun · 12 Maple Street
AC
Alex Carter
10:00–14:00 · personal care
SM
Sam Mills
14:00–18:00 · community access
Drag to copy a day forward, or tap a shift to edit.
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Documents
Shift Notes
Health & Medical
Safety & Wellbeing
Goals & Support
Daily Living
Identity & Contact
People & Network
About Me
NDIS Plans
Funding & Rates