Getting started on HosPortal - for new users
Getting up and running for new users
31 articles
- Customising your communication digestsHow to set the times you receive daily notification digests, or turn them off.
- Syncing your shifts to an external calendar (iCal)How to subscribe to your HosPortal shifts in Outlook, Google Calendar, or Apple Calendar.
- Changing your notification timezoneHow to set the timezone used for your HosPortal notifications and alerts.
- 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 - 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.
- Setting up multi-factor authentication (MFA)How to add a second layer of security to your HosPortal login using an SMS code or an authenticator app.
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.