Welcome to OneForce Care

OneForce Care brings your whole operation onto one platform: participants, workers, scheduling, service delivery, incidents, intake, and NDIS claiming, all on the same record. This guide gives you a quick tour of the office app so you know where everything lives, then points you to the right place to start.

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Find your way around

Everything in the office app is reached from the bar across the top. Each area is grouped into a menu, so related screens sit together. Hover or click a menu to see what is inside.

Here is what sits under each menu:

Menu	What is inside
Dashboard	Operations, finance and care at a glance.
Participants	Participants, Intake (new enquiries) and Incidents.
Schedule	Scheduling (shifts), Assignments and Tasks.
Workforce	Workers, Availability and Payroll.
Finance	Billing and Invoicing (including claims and payments).
Records	Directory (contacts and organisations) and Documents.
Reports	Operational insights and data exports.

Your account menu

Select your initials at the top right to reach your own profile, your security settings, the issue board and the sign-out button.

How these guides work

Each area of the platform has its own section in the sidebar. Within a section, guides run in the order you would use them: an overview first, then the day-to-day tasks, then the less common ones. Use the review date on each guide when checking its instructions. Available screens and controls also depend on your workspace features and access.

• Guides show you how to complete a task, in numbered steps with annotated screenshots.
• Troubleshooting is a reference for the alerts and blockers the app can show, what they mean, and how to resolve them. When a guide mentions one, it links straight to the matching entry.

Setting up your workspace

Brand new here? Work through these three guides in order:

1. Set up your organisation (provider owner). Your business details, invoicing defaults, an optional Xero connection, and any workspace features you want switched on all live under your account menu.
2. Roles and access. Decide who on your team needs the office app, and what each person should be able to see once they are in it.
3. Your first week checklist. Invite your team, then add participants and workers individually or use bulk import for a prepared list.

If you need to correct or check a result

On a phone-width office page, use the navigation menu and section selectors to reach the same areas. Start with one participant and one worker, check their preparation, then follow a complete shift through worker submission and office review before relying on financial outputs. Payroll and Invoicing begin off and must be enabled deliberately before work starts when you intend to use them.

Choose the office path for one everyday task

To change a participant’s support preferences, start at Participants and open their profile. To review a worker’s submitted shift, use Schedule > Assignments. To inspect an unissued charge, use Finance > Billing; for an already issued invoice or receipt, use Finance > Invoicing. Start with the record’s current state so you do not create a second charge or participant when you only need to inspect the existing one.

Your personal Account profile and the organisation’s settings are separate. Changing your name or phone does not update another worker, a participant contact or the organisation’s invoicing details. Use the guide for the record you intend to change.