When your Rota account is first set up, it's worth doing a quick check before your staff start logging in. Here's what to look at:
1. Locations Check the side panel for all your locations — each one should have its own Rota view. If anything's missing, let our team know and we'll add it.
2. Units and roles Confirm that units have been added for each location, and that all the roles listed in your Discovery Docs have come through correctly.
3. Staff records Head to the My Staff area to review everyone who's been added via your CSV import (names, job roles, and employment info). If anything looks off, we can re-run the import, or you can edit records directly.
Click into a profile to spot-check personal and employment details.
If something's changed since the upload (e.g. a role change), edit it directly and set the date the change applies from.
4. Inactive users For anyone no longer with you:
Terminate them if they've worked shifts but are no longer active.
Delete them if they haven't worked any shifts yet and need removing entirely.
What's next Your rota itself will start out blank — you'll fill it in with our team during training sessions. Getting the setup right first makes sure everything downstream is accurate.