What to do in your first week

Welcome to MedAligna. In the next few minutes, you'll go from a brand new, empty account to a published schedule your staff can see. We'll name the roles you schedule, build a week of shifts, add your team, and then fill and publish the week. When you first sign in, the dashboard shows a short checklist called Getting your first schedule out. It always points at the next thing to do, so you never have to guess where to begin. Open the week planner. Because this account has no roles yet, the planner asks for them first. A role is simply the kind of person a shift needs, like a registered nurse or a medical assistant. Type one role per line. Here we'll use RN and CNA. Then press Add these roles. Now say how many people of each role every shift needs. The planner suggests day and night shifts; set the numbers that match your unit, and choose how many weeks to build. Press See what this creates. Nothing is saved yet. You get a preview of every shift, so you can check the days and hours first. When it looks right, press Create. The shifts are made in one go, in your location's own time zone. The planner moves straight on to your team. Type each person's name, and tick the roles they can work: Maya and Luis are RNs, Priya is a CNA. If you work shifts yourself, tick I work these shifts too. Nobody is emailed at this point. Press Add them and fill the week. Your team is saved, and the schedule opens with everyone proposed for the open shifts. The fill panel lists who it would put on each shift. It respects your work rules, like rest between shifts and maximum hours, so it never proposes someone who can't legally work. Any shift nobody can take stays open, and is offered to your team once you publish. Press Assign to accept the proposals. Finally, press Publish this week. Until now this was a draft only you could see. Once it's published, it's the official week, and your staff see their own shifts. Here's the finished week on the schedule grid. Each chip shows the shift and the person on it, and the banner confirms this is the official schedule. That's your first week done: roles, shifts, a team, and a published schedule. Next, invite your staff so they can see their shifts on their phones, and set your work rules so the schedule always protects rest and hours. You'll find a video for each of those in the help center.