Getting started on HosPortal - for new users
Getting up and running for new users
By Charles and 3 others4 authors28 articles
Welcome to HosPortalA quick-start overview of what new users need to know to get up and running.
Navigating HosPortal
HosPortal on your Home ScreenMake HosPortal look like an app on your phone or tablet home screen
Reviewing and amending your site profiles and account settings
How to split a shift - for regular users
"Muting" messagesHow to stop receiving communications
How do I swap a shift?Using the Pre-arranged Swap option
Participating in a self-roster process
Making yourself 'available' and 'unavailable'
HosPortal Glossary
Viewing shifts and changing view settings
How to Display Shift Time and Locations on the User Dashboard
Navigating HosPortal - Direct MessagesHosPortal's Direct Message page lets you send SMS and email messages to colleagues, track delivery status, and contact both HosPortal and non-HosPortal users.
Navigating HosPortal - Staff PageThe HosPortal Staff page lets you search for and view colleague profiles, including contact details, roles, skills, and team memberships.
Navigating HosPortal - Account SettingsThe HosPortal Account Settings page manages your security, timezone, calendar sync, and notification digest preferences.
Navigating HosPortal - DashboardThe HosPortal Dashboard is the main landing page displaying your shifts, messages, and a colour-coded calendar of all your activities.
Navigating HosPortal - The MarketHosPortal Market is where users can offer, swap, transfer, and pick up shifts, and view vacant shifts listed by roster administrators.
Navigating HosPortal - Viewing Rosters and ShiftsThe HosPortal roster view page lets you customise, filter, and save how rosters and shifts are displayed for faster, tailored navigation.
Getting started for admins
Articles for admins when first using HosPortal
Setting up HosPortal for the first time - overview for new customersHow to get up and running quickly with HosPortal
Detailed checklist to set up new customers
Creating location-based rosters
Creating activity-based rosters
Using HosPortal's 'Demo' site
Using HosPortal's 'Mirror' siteOur Mirror site allows you to experiment and explore HosPortal's features without risk.
How to see vacant shiftsFor admin users who want to quickly and easily identify vacant shifts in their rosters
Setting up new self-roster customersIf you are using HosPortal for self-rostering, such as in a private hospital environment, the setup process is very quick.
Home page and Admin Dashboard
Displaying a User’s Phone Number on the DashboardAs an admin, you can display phone numbers on the dashboard. This is a quick and easy way to find the contact information of staff members on shift.