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Free template

Scheduling & workforce management RFP template

Don’t waste time starting from scratch. Download our free scheduling and workforce management RFP template.

An RFP, RFI and tender document listing the 93 pieces of functionality to look for in your next provider.

  • ✓93 specific requirements across the whole of WFM
  • ✓Fully editable, so you can make it your own
  • ✓Send the same questions to every vendor

Download the free template

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Trusted by ops teams managing thousands of shifts every week

  • Screwfix
  • Hotel Chocolat
  • Poundland
  • Hugo Boss
  • The White Company
  • Our Coop
  • Toolstation
  • Office
  • Dreams
  • Louis Vuitton
  • The Entertainer
  • Pets at Home
  • Charlotte Tilbury
  • Lush
  • Dune London
  • Sephora
  • Lakeland
  • Morleys
  • Screwfix
  • Hotel Chocolat
  • Poundland
  • Hugo Boss
  • The White Company
  • Our Coop
  • Toolstation
  • Office
  • Dreams
  • Louis Vuitton
  • The Entertainer
  • Pets at Home
  • Charlotte Tilbury
  • Lush
  • Dune London
  • Sephora
  • Lakeland
  • Morleys
Why a template

Know what to look for before you start.

If you’re in the market for a new WFM tool, it can be daunting to know where to start.

Marketing sites are full of claims about industry-leading software, and trawling through them for the specific answers you need isn’t a good use of your time. So to give you a head start, we’ve created an RFP, RFI and tender document with the 93 pieces of functionality you should be looking for in your next provider.

Pages from the RFP template

Use this free template to…

  • 01

    Save you time

    Pre-built with the essential sections and questions, so you never start from a blank page and the vendor selection process moves faster.

  • 02

    A comprehensive evaluation

    Covers functionality, scalability, integrations, user experience, security and support, so nothing important is missed.

  • 03

    Customise it to your business

    Add or remove sections, change questions and include your own criteria. It is a fully editable document.

  • 04

    Consistency across vendors

    Every vendor gets the same questions, so you can compare their answers objectively and fairly.

Our platform

What functionality does Rotageek have?

The template covers each of these. Here is how Rotageek does it.

  • Shift planning

    Build schedules with drag, drop, duplicate and delete. Apply predefined shift patterns and plan with employee and business constraints factored in.

  • Auto-scheduling

    Build an optimised schedule in seconds, taking in compliance, contracts, preferences, availability and forecasts.

  • Forecasting

    Predict demand like sales, transactions or footfall in 15-minute increments from your historical data.

  • Labour modelling

    Turn forecast demand into the number of staff needed by task and time, using dynamic formulas.

  • Timesheets and time tracking

    Create timesheets in a few clicks from schedules and clocked hours. Track time with confidence and avoid pay day disputes.

  • Leave and absence management

    Request, approve and see leave and absence in real time, flowing straight into your schedules.

  • Clocking in and out

    Clock in and out on the mobile app, with photo capture and geo-location, so managers always know who is where and when.

  • Employee app

    See schedules, submit preferences, request leave, swap, drop and pick up shifts and message the business.

  • Insights and reporting

    Top-level reporting for managers on labour budgets, time, absence rates and shift patterns.

  • Integrations

    Connect Rotageek to payroll, HR and WFM solutions for efficiency and simple reporting.

Want to see it working on your own rotas?

Book a no-obligation demo and our scheduling experts will walk you through it.

Book a demo
Rotageek

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