The steps

  1. Choose rostering software fit for your size — ShiftCare for SMB, Lumary for $2M+
  2. Set up worker profiles with qualifications, availability, screening currency
  3. Set up participant profiles with care plans and worker preferences
  4. Define recurring shift patterns
  5. Set up SMS notifications to workers and participants
  6. Train at least two team members on the software
  7. Set up exception alerts for cancellations and no-shows

Common mistakes to avoid

  • Trying to roster on spreadsheets past 5 workers
  • Not capturing worker qualifications — leads to wrong-skill assignments
  • No backup admin person trained on the system