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First time, Account setup
First time, Account setup

Understanding your initial steps

Updated over a week ago

Here, we outline four simple steps to get you started with AutumnTrack:

1. Populate the system by entering your internal employees, detailing Full-Time, Part-Time, and Per-Diem employees, including their master rotations and pertinent profile information.

2. Review your internal staff profiles for any scheduled leaves, future callouts, and update these changes accordingly.

3. Identify if any internal staff have committed to future shift pickups. If confirmed, these shift pickups should be added.

4. For agency clinicians with scheduled future shifts, create their agency profiles and update their shift schedules.

Once these steps are completed, your master and daily schedules are ready to serve you!

(Browse through our articles for a step-by-step on each of these steps mentioned above)

Take a look at the slides attached below:

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