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Video help guides

Video Help Guides for RotaOne and Musterd

Short screen recordings from the team, each one a complete walkthrough of one task. Pick a category, open a guide, and send its link to whoever needs it.

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The guides

Every Guide, by Topic

Each guide is a single recording of the live system, narrated by the team that supports it. Filter by category, or by product once there are guides for both.

  • 7:13

    RequirementsAdministration area

    Requirements: Admin Configuration

    How to create a Requirement in the RotaOne administration area, assign it to the right employees, choose its settings and keep track of who has completed it. Requirements bring onboarding tasks, documents, forms, acknowledgements and electronic signatures together in one place.

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  • 4:33

    RequirementsSelf Service app

    Requirements: Employee Self Service

    How an employee finds their Requirements in the RotaOne Self Service app, completes the ones outstanding, sees which need more information and follows each one's status through to approval.

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  • 3:51

    RequirementsAdministration area

    Requirements: Admin Approvals

    How to review what employees have submitted, approve or reject each response, complete the Requirements that fall to the company itself, and see at a glance what is still outstanding.

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  • 4:59

    Return to WorkAdministration area

    Return to Work: Set-Up and Action

    How to set up Return to Work rules, assign them to employees and set the absence conditions that generate a form automatically. Then how to complete the form when someone returns, attach supporting documents, and download, print or reopen it later, with everything kept against the employee's profile.

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Questions

Quick Answers on RotaOne

The questions customers ask most about Requirements and Return to Work forms, answered in a few lines.

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What are Requirements in RotaOne?
Requirements are tasks you set for employees to complete in RotaOne: onboarding steps, documents to read or upload, forms to fill in, policies to acknowledge and electronic signatures to give. You create and assign them in the administration area, employees respond in the Self Service app, and you approve the responses.
How do I assign a Requirement to an employee?
Create the Requirement in the RotaOne administration area, assign it to the employees who need it and choose its settings. The first guide on this page shows each step. The administration area then tracks who has completed it and who has not.
How do employees complete a Requirement?
In the RotaOne Self Service app. Employees open Requirements, see what has been assigned to them, complete anything outstanding and check the status of each one, including any that need further information. The second guide walks through it.
How do I approve or reject a submitted Requirement?
Open the submission in RotaOne, review the employee's response and approve or reject it. Internal company Requirements are completed from the same place, and a status view shows what is still outstanding. The third guide covers approvals.
What is a Return to Work form in RotaOne?
A record completed with an employee when they come back from absence. RotaOne generates the form automatically when an absence meets the conditions you have set, so managers complete the required information every time and the record stays on the employee's profile.
When does RotaOne generate a Return to Work form?
When an employee's absence matches a Return to Work rule you have configured and assigned to them. The conditions that trigger a form are set in the rule, and the form is ready for the manager to complete on the employee's return. The fourth guide shows the set-up.
Can I attach documents to a Return to Work form?
Yes. Supporting documents can be attached to the form and are kept with it against the employee's profile. A completed form can be downloaded, printed and reopened later if something needs adding.
Where can I get more help with RotaOne?
Call our in-house support engineers on +44 (0) 1993 878 671 or email the support team, 8:30am to 5:30pm UK time, Monday to Friday. Every new customer also has a dedicated Implementation Manager, and we run training for your staff.
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