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Your First Week in Rostermind

Your first week in Rostermind should focus on getting operational quickly, not configuring everything at once.

Scope note​

The exact order and available actions can vary depending on your role, plan, and organization configuration.

Main objective​

The goal is to reach a point where you can create requests, match employees, and build a usable weekly schedule.

Suggested first-week checklist​

Day 1: Set up your workforce​

  • Create your active employees.
  • Complete the essential profile information.
  • Add the most important skills first.

Day 2: Set up your clients​

  • Create your main clients.
  • Add the most common request types.
  • Confirm key assignment requirements.

Day 3: Enter real requests​

  • Add requests for the current or upcoming week.
  • Make sure the required skills are correct.
  • Double-check dates, times, and volumes.

Day 4: Review availability​

  • Confirm employee availability.
  • Record known absences or time-off.
  • Resolve the biggest data gaps.

Day 5: Build your first weekly schedule​

  • Review open requests.
  • Generate assignment proposals.
  • Fill uncovered shifts.
  • Validate the schedule.

Tips​

  • Start with your most active employees and clients.
  • Do not try to perfect every profile on day one.
  • Focus first on the information that impacts scheduling quality.

Learn more​