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Rollout Checklist: Before You Launch Shift Management

Use this checklist to make sure Shift Management is ready before announcing it to your team.

Written by Danielle Orlick

You don't need a perfect setup to launch — just the basics in place. Review the checklist and refine as you go.
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✅ System Setup Is Complete

  • Teams are created and enabled for Shift Scheduling

  • Roles and permissions are set correctly

  • Staff are assigned to the correct teams and roles

  • Shift templates are created for recurring shifts

If needed:

📘 Set Up Teams, Roles, and Permissions
📘 Create Shift Templates

✅ Your Schedule Is Ready

  • Shifts are created for the upcoming week(s)

  • Shifts are assigned or intentionally left open

  • Shifts are published (not in draft)

  • You’ve reviewed the schedule in Managed Schedule

📘 Build & Publish Your Shift Schedule
📘 Manage & Maintain Your Shift Schedule

✅ Staff Experience Is Clear

  • Staff know where to view their schedule (NetGym web or app)

  • You’ve decided how shift coverage should work for your team

  • You know which notifications staff will receive when shifts are published or changed

📘 Quick Start Guide for Front Desk Staff

📘 Shift Management on Mobile
📘 Shift Coverage
📘 Shift Management Notifications for Staff

✅ You’re Ready to Communicate

  • You know when Shift Management will officially start

  • You’re ready to announce the change to your team

  • You’ve set expectations for how schedules and coverage will work going forward

📘 Announce Shift Scheduling to Your Team

Once You’re Ready

When all boxes above are checked, announce Shift Management to your team and let them know:

  • Where to view their shifts

  • How to request coverage if needed

  • Who to contact with questions

You can always adjust as you go — most teams do.

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