title: Getting Started description: Go from account setup to your first published rota quickly. public: true reviewed: 24042026

Getting Started

This guide helps an organisation move from sign-up to first operational week.

1) Set up organisation basics

• Confirm organisation and site details.
• Invite your owner/manager team.
• Confirm role assignments.

2) Add your staff profile data

• Add or invite staff members.
• Assign departments and sites.
• Confirm core compliance documents are attached.

3) Publish your first rota

• Build the week in scheduling.
• Resolve shift conflicts and leave clashes.
• Publish and ask staff to confirm.

4) Run daily operations

• Capture attendance and timesheets.
• Process leave requests.
• Monitor training and expiry reminders.

5) Share updates externally

• Draft approved gallery/events/careers content.
• Run manager review.
• Publish to your website integration endpoint.