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Getting Started Overview

This section helps new Rostermind users understand the core setup needed before building schedules efficiently.

Scope note​

Available actions can vary depending on your role, plan, and your organization's configuration.

What you should set up first​

Before using Rostermind for day-to-day operations, make sure you have:

  • created your employees
  • created your clients
  • entered client requests
  • reviewed employee skills
  • confirmed availability and absences
  1. Create your employees.
  2. Create your clients.
  3. Add client requests for the target period.
  4. Review employee skills and compatibility.
  5. Confirm availabilities and known absences.
  6. Build your weekly schedule.
  7. Generate and send assignment proposals.

Why this matters​

A clean initial setup improves schedule quality, reduces manual corrections, and makes assignment proposals more reliable.

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