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How to create a multi-skill client request

Why this matters​

A well-structured multi-skill request improves assignment quality and helps Rostermind generate better scheduling options.

Configuration notes​

  • Multi-skill request behavior depends on your organization's configuration.
  • In some environments, request creation may be limited to one skill or a small number of skills.

Before you start​

Make sure you know:

  • the client
  • the date and time requirements
  • the required skills
  • the number of workers needed
  • any important operational constraints

Steps​

  1. Open the client request creation area.
  2. Select the correct client.
  3. Enter the date, time, and duration details.
  4. Add the required skill(s) for the request.
  5. Confirm the number of employees needed.
  6. Review any special constraints or notes.
  7. Save the request.

Best practices​

  • Use only the skills that are truly required.
  • Avoid adding unnecessary restrictions.
  • Make sure the request reflects real operational needs.

Troubleshooting​

No good matches are found later​

Review whether:

  • too many skills were required
  • one required skill was incorrect
  • the request is too restrictive
  • employee skill data is incomplete

The request creates unnecessary scheduling friction​

Simplify the request if some requirements are optional rather than mandatory.