Configuration
Set up and customise Diversity Sync’d to suit your organisation’s needs. This section covers system settings, organisational preferences, branding options, and essential setup tasks.
By Adam and 3 others4 authors31 articles
- Configure Leave SettingsConfigure leave approvals, open-shift behaviour, leave types by employment type, and notification recipients so leave requests work correctly across your organisation.
- Clock Off Check ListCreate and manage custom checklist items that appear when staff clock off from shifts. This helps remind staff to complete important tasks before ending their shift.
- Updating Your Company NameKeep your organisation’s details accurate by updating your company name within the system. Adjusting this information ensures your invoices, records, and communications reflect the correct business name.
- Adding Your Company ABNUpdate your organisation’s billing details by adding or editing your company ABN and name to ensure accurate information is used for all invoices.
- Configure Custom BranchesSet up and manage custom branches to represent different work locations across your organisation. Branches help organise staff by location and can also be used for branch-specific public holidays, roster…
- Enable Public Staff ID CardsLearn how to enable Public Staff ID Cards so authorised admins can create short-lived, shareable staff ID card links.
- Adding / Editing NDIS Billable ItemsLearn how to upload, review, and manage NDIS billable service items in Diversity Sync’d using the latest NDIS Support Catalogue
- Roster ColoursLearn how authorised users create and manage roster colour rules that visually identify shifts by day, leave status, worked status, contract status, employment type, shift role, or leave type.
- General Configuration SettingsLearn how to manage general organisation settings, clock on and clock off checklists, branches, and staff certificates from Admin Configuration.
- AI Configuration SettingsLearn how to enable AI features for your organisation and review DS AI usage, pricing, monthly caps, billing, and included AI tools.
- Security Configuration SettingsLearn how to enforce multi-factor authentication so all users must set up MFA before accessing Diversity Sync'd.
- RCS Configuration SettingsLearn how to configure Reportable Conduct Scheme settings, statutory deadlines, reporting contacts, and reportable conduct categories.
- Configure Clock On ChecklistSet up checklist items that staff must review when clocking on or clocking off from shifts.
- Avatar Approval SettingsSet up profile photo approval so staff avatar uploads can be reviewed, approved, or rejected before going live.
- Configure Certificates on AdminLearn how to add, update, and remove staff certificate types in Admin Configuration so they can be assigned to staff profiles.
Invoicing
Guides for managing invoicing settings, NDIS claims, billable items, plan managers, bulk uploads, approvals, and invoice-related configuration in Diversity Sync'd.
- Invoicing General SettingsLearn how to configure provider details, invoice terms, payment instructions, NDIS billing defaults, invoice contact details, and Xero settings.
- Claims Configuration SettingsLearn how to configure claim validation, evidence requirements, approval thresholds, resubmission rules, and default cancellation reasons.
- Invoicing Approval SettingsLearn how to configure two-person authorisation, approval thresholds, approver roles, and bulk action safety settings for invoicing.
- Plan Manager DirectoryLearn how to search, add, and override plan manager details used when sending claims and completing invoicing workflows.
- Billable Items ConfigurationLearn how to view, search, clear, and sync NDIS billable service items used for invoicing and claim setup.
- Bulk Upload NDIS Service ItemsLearn how to upload NDIS billable service items from an Excel file, review parsed data, and add valid items to the catalogue.
- Interaction Types ConfigurationLearn how to view, add, archive, and restore NDIS interaction types used across the platform.
Roster Configuration
Set up roster defaults, shift roles, roster colours, site view hours, allowance warnings, clock adjustment rules, and public holidays for your organisation.
- Roster Configuration SettingsLearn how to manage roster settings, shift roles, roster colours, allowance warnings, pending clock adjustments, and public holidays.
- Roster Configuration OverviewLearn where authorised users can manage organisation-wide roster settings, including default shift roles, pay calendars, roster colours, site warnings, allowance warnings, pending clock adjustments, and public holidays.
- Configure Default Shift RoleLearn how to choose the default shift role automatically applied to new shifts in the roster.
- Configure Default Pay CalendarsLearn how to set default staff and roster pay calendars used for staff assignment and roster cost calculations.
- Manage Shift RolesLearn how authorised users can review, update, activate, and manage shift roles used when creating or editing rostered shifts.
- Configure Roster ColoursLearn how to configure roster colour rules so shifts display with the correct colours in the roster.
- Configure Site View HoursLearn how to choose which shift roles are included in site view hour totals.
- Manage Allowance WarningsLearn how to show or hide warnings for First Aid and sleepover allowance changes when editing or moving shifts.
- Configure Pending Shift Clock AdjustmentsLearn how to configure automatic clock-off rules and approval thresholds for early clock-on and late clock-off requests.