Getting Started
Find the right starting point for your role.
I'm Staff / Clinician
New to the system? Learn the basics for viewing your roster and setting availability.
Start Here →I'm a Roster Builder / Manager
Learn how to create and manage rosters using Intelligent Roster's tools.
Start Here →I'm an Organization Admin
Setting up Intelligent Roster for the first time? Complete setup checklist inside.
Start Here →All Getting Started Guides
First-Time Setup: Admin Checklist
Step-by-step guide for admins setting up Intelligent Roster for the first time, from org settings through staff management.
First-Time Setup: Roster Builder Checklist
Step-by-step guide for roster builders (managers) creating rosters for the first time.
First-Time Setup: Staff Checklist
Simple guide for clinician staff getting started with Intelligent Roster.
Level 1: Streams & Patterns — Admin Setup Guide
Learn what streams are, why they matter, and how to set them up to organize your organization's departments and shift patterns.
Level 2: Vacancy Planning — Admin & Roster Builder Guide
Learn how to plan staffing needs by defining vacancies, craft groups, and scopes of practice.
Level 3: Master Roster — Admin Guide
Learn how to create repeating shift templates that serve as the baseline for all future rosters.
Level 4: Staff Availability — Admin Guide
Learn how to manage staff availability, leave, and constraints before publishing the final roster.
Level 4: Tell Us When You Can Work
Learn how to set your availability and request leave so admins can build a roster that works for you.
After Onboarding
For Staff
- ✅ Read Level 1–5 Staff Guides
- ✅ Understand your stream and craft group
- ✅ Set availability for next period
- ✅ Learn to request swaps
For Admins & Builders
- ✅ Read Level 1–5 Admin Guides
- ✅ Understand fairness auditing
- ✅ Learn compliance checks
- ✅ Explore IRIS AI features