Set up RotaSmart around how your site actually works.

Answer plain-English questions once. RotaSmart will save the answers into your real settings for forecasts, rota demand, labour targets, breaks, and payroll assumptions.

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Site basics

These details label the workspace and choose the closest current forecasting preset.

Site name Postcode Type of site Closest current setup Do you serve food? Beer garden or outdoor trading?

Trading hours

Use the hours customers can trade. RotaSmart uses this as the outer shape for demand.

Food service

If you serve food, add the kitchen service windows and any protected prep or clean-down cover.

Kitchen style Prep before food service Prep minutes Clean-down after food service Clean-down minutes

Food service hours

Departments and roles

Named areas are the operational coverage ledger. FOH and BOH stay as reporting roll-ups.

Bar team Floor team Kitchen team

Minimum cover rules

These rules protect the baseline cover before sales-led demand adds extra shifts.

Minimum managers on shift One manager on site while open? Minimum guest-facing staff while open Minimum kitchen staff while food is open

Labour budget and costing

These settings drive wage percentage, budget variance, and the rota builder's target.

Target labour percentage Budget based on Sales entered as VAT rate % Planning method Separate wet and food rules? Wet sales per FOH staff hour Food sales per FOH staff hour Food sales per BOH staff hour

Events, seasonality, and outdoor trading

Use this for broad assumptions. One-off events still belong in the weekly forecast.

Weekends need a different demand shape? Weekend multiplier Bank holidays matter? School holidays matter? Event sales treated as wet sales %

Payroll and compliance

These defaults support pay estimates, compliance-support checks, and reporting.

Breaks are Holiday year starts Pay period Employer NI rate % Holiday accrual rate %

Final review

Nothing is applied to live settings until you press Complete setup.