Depending on how you first come in contact with goRoster you will either work through the quick start wizard when you begin your trial or you may be invited to use goRoster for a company who is already well under way using it.
The first thing to understand in goRoster is of course the 'Roster'. A roster is the central place where you assign roles (jobs), business units and employees.
At the most basic level a single roster could be setup for your entire business. If you are trailing goRoster this is created in the Quick Setup wizard. If you are asked to create an additional roster for an existing goRoster account, rosters can be created in the settings menu > Rosters/Roles > Create a Roster ('Plus Icon').
When you create a roster the first steps are to enter a suitable 'Roster Name', assign a contact person for the roster and enter a Target Cost. If this roster is going to join a large number of other rosters you will need to ensure it is named correctly so it can be located easily. See Target Cost for more information on setting a budget.
When you have created your Roster it will show on the 'Dashboard'.
Expert Tip: Copying Rosters
If you would like to create a new roster that will have the same Roles or Employees as another you can 'Copy' the roster and rename it. To 'Copy' an existing roster go to Settings > Rosters/Roles > (Select Roster) > Options > Copy
Creating Roles
Next, its a good idea to create some roles for the roster. Roles are used to designate jobs to employees. To create a role go to Account Settings > Rosters/Roles > (Select the roster)> Add Role. If your business uses role codes for payroll purposes these can be entered in the 'code' section.