Dashboard

Create the organization

Capture the organization name, timezone, and the initial owner account. This becomes the boundary for schedules, users, rules, and analytics.

Invite the core team

Bring in admins and schedulers first so role management, rule configuration, and approval workflows have clear accountability.

Define templates and rules

Set up shift templates, required skills, and the first set of hard and soft constraints before any schedule is generated.

Collect staff preferences

Availability, preferred shift types, leave windows, and notes turn a valid roster into a fair one.

Generate the first roster

Run the optimizer, inspect conflicts and fairness impact, and prepare the first publishable schedule.

Review and publish

Adjust assignments if needed, publish the roster, and notify staff so swaps and follow-up actions can begin.