When you first log in to your Roosted account, enable Silence/Testing Mode to familiarize yourself with the platform without the stress of sending unwanted messages.
Initial Steps:
Skillsets Module:
Visit the Skillsets Module and create a few skillsets to get started.
Workers Module:
Visit the Workers Module to add workers to your account, whether they are real or test profiles. Add some skillsets to their profiles.
See Creating Workers for more information on the different ways you can add and create workers.
Scheduling:
Start scheduling events, adding shifts, and assigning workers!
You are well on your way to utilizing Roosted for all your Scheduling, Payroll, and HR needs!
For more next steps, please see What's Next.
Make sure to check out our walk-through video!
Good luck, and if you ever need assistance, please do not hesitate to contact your Client Success Specialist or open a support ticket! 😃