This articles lists the tasks to complete immediately after launching Rotaready in your business.

Consultations

Every implementation includes one hour's consultation with your Customer Success Manager as standard which can be used at any time during your first six weeks. Additional consultations are an optional extra. You'll be invited to book your session(s) upon completion of the pre-implementation steps. Outside of dedicated consultation sessions, our support team will be on hand to help.

You are welcome to set a consultation's agenda. You may use it for assistance with the below tasks, or with general guidance in your first few weeks. Your Customer Success Manager will be able to point out areas you're doing well in and areas to focus on.

Admin tasks and tips

  1. Set up clocking-in method(s): if you'll be using your own time & attendance hardware, you'll need to configure your devices. If you'll be using the Rotaready mobile app to capture attendance, you'll need to configure your locations.

  2. Administer joiners & leavers: you may need to add employees who've joined since you shared your data with us, or end the employment for any leavers.

  3. Add holiday allowances: your staff won't be able to see their holiday entitlements and request absence until you complete this task. You'll do this by synchronising holiday entitlements, which is something you should do as a priority in your first week of using Rotaready.

  4. Set up integrations: if you're using a third party platform that we integrate with, you'll want to get the interface enabled to enjoy the benefits from day one.

  5. Review permission levels: standard levels will have been set up for you, which will reflect what was discussed in your configuration call. It's worth reviewing the finer details of your permission levels closely before inviting your employees to start using the platform.

  6. Review shift types: standard shift types will have been set up for you. You may want to make adjustments.

  7. Upload documents: if you'll be storing documents in Rotaready, you may want to make an early start uploading the relevant files. Our support team can help create your desired categories.

Operational tasks and tips (the human side of things)

  1. Go-live date: choose the date from which your first sales forecasts and rotas should be in place, and from which your employees will be clocking in and out.

  2. Training: ensure all managers have been trained (or have watched the training webinar) before this go-live date.

  3. Communication: ensure your management team is aware of the go-live date, and that your staff are aware of the importance of clocking in and out reliably.

  4. Magic links: ensure all staff have received their 'magic links' (allowing them to log in to access their accounts, see their shifts and so on) before the go-live date.

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