With the rapid advancements in cloud-based software over the last decade, the era of Excel rosters is numbered at best.

Many shift-based businesses have realised that implementing an intuitive employee rostering solution is one of the best productivity and cost-saving investments that can be made to reduce administrative costs and time, improve employee communication and engagement as well as minimise rostering and payroll errors. 

However, with so many staff scheduling tools available, it can take time to figure out where to start in choosing the best option for your business. 

Here are some critical steps to help you choose the right rostering software:

1. Assess your Requirements.


Begin by understanding your business's unique requirements and objectives. Consider factors such as the size of your workforce, scheduling complexity, shift patterns, integration needs with other systems (such as payroll or HR), and any specific features or functionalities you require.

2. Research Available Options.

Conduct thorough research to identify rostering software providers that offer solutions aligned with your requirements. Look for reputable providers with a track record of serving businesses similar to yours in the industry.

3. Features and Flexibility.

Evaluate the features and flexibility of the rostering software. Look for functionalities like shift schedulingemployee availability management, automatic conflict resolution, shift swappingtime-off requests, real-time updates, and mobile accessibility. Ensure that the software can adapt to your changing needs and accommodate any unique scheduling requirements you may have.

4. User-friendly Interface.

Consider the usability and user-friendliness of the software. A well-designed and intuitive interface will make navigating and using the software more straightforward for you and your staff. Look for features such as drag-and-drop scheduling, visual representations of shifts, and customisable views.

5. Integration Capabilities. 

Determine if the rostering software can integrate seamlessly with your other systems, such as payroll, HR, or time and attendance systems. Integration can save time and reduce errors by automating data transfer and ensuring data consistency across systems.

6. Scalability and Growth Potential.

Consider the scalability of the software. Ensure that it can accommodate your business's future growth, whether it's an increase in the number of employees, locations, or scheduling complexity. Scalable software can save you from the hassle of migrating to a new system as your business expands.

7. Support and Training.

Evaluate the level of support and training provided by the software provider. Look for providers that offer comprehensive documentation, online resources, training materials, and responsive customer support to assist you in implementing and using the software effectively.

8. Security and Data Protection.

 Assess the security measures the rostering software provider implements to protect your sensitive employee data. Look for features such as encryption, access controls, data backup, and compliance with data protection regulations (e.g., GDPR).

9. Cost and ROI.

Consider the cost of the software, including licensing fees, implementation, training, and ongoing support. Evaluate the return on investment (ROI) you can expect from the software based on its time and cost savings, improved scheduling efficiency, and reduced errors.

10. User feedback and Reviews.

Spend time reading reviews and seeking feedback from other businesses using the rostering software you are considering. Pay attention to their experiences, especially if they are in a similar industry or have similar scheduling requirements. This step is the most important consideration, as rostering software providers may promise the world but not deliver.

By following these steps and carefully evaluating your options, you can select the rostering software that best suits your business needs, streamlines your scheduling processes, and helps you optimise your workforce management.

Important Notice

The information contained in this article is general in nature and you should consider whether the information is appropriate to your needs. Legal and other matters referred to in this article are of a general nature only and are based on RosterElf's interpretation of laws existing at the time and should not be relied on in place of professional advice.

RosterElf is not responsible for the content of any site owned by a third party that may be linked to this article and no warranty is made by us concerning the suitability, accuracy or timeliness of the content of any site that may be linked to this article.

RosterElf disclaims all liability (except for any liability which by law cannot be excluded) for any error, inaccuracy, or omission from the information contained in this article and any loss or damage suffered by any person directly or indirectly through relying on this information.