The Workforce tools — rota planning, room charts, leave and absence — need to know how your practice works before they can help. Workforce → Setup is a guided, autosaving wizard that captures exactly that. Expect it to take a practice manager under an hour, and you can stop and resume at any point.
The setup steps
A progress rail tracks your completion through:
- Organisation profile — name, organisation type (GP practice, PCN, federation, hub), your holiday-year start date, bank-holiday region, and whether you operate multiple sites
- Sites — each location you run
- Rooms — the rooms at each site
- Teams & roles — how your staff group is structured
- Staff — your people
- Working patterns — who normally works when
- Extended access — evening/weekend sessions, if you provide them
- Go live — review and switch on
Everything autosaves as you go.
Tips
- Get working patterns right first — the rota planner, leave balances and clash detection all build on them.
- Staff see their own rota and leave through My workforce, matched by their email — make sure the staff records use the same email each person signs in to Nexus with.
- The holiday-year start date drives leave entitlement calculations — set it to your actual leave year, not the calendar year, if they differ.
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