WORKFORCE MANAGEMENT
Automate onboarding, compliance tracking, and rota planning
Stop wasting hours chasing paperwork, juggling spreadsheets, and fixing scheduling chaos. Orta brings every part of workforce management into one simple platform.
Spreadsheets are failing your business
If you’re still relying on documents, WhatsApp groups, and paper files, you’re wasting time and putting your business at risk.
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Compliance Gaps
Expired certifications, missed deadlines, and scrambling when inspections come around.
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Rota Chaos
Sunday nights spent building rotas. WhatsApp messages about shift swaps. No visibility of who’s actually available.
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Agency Dependency
Calling expensive agencies while your own staff sit at home. No control over who shows up. Costs spiraling monthly.
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Onboarding Delays
New hires waiting weeks to start. References lost in email chains. Good candidates accepting other offers.
Run your business with tools built for efficiency
With automation, live dashboards, and proactive alerts, you can manage your workforce faster and more effectively across any industry.
Smart Rostering
- Shift templates save your common patterns
- Skills matching shows only qualified staff
- Open shift alerts notify available team members
- Mobile app lets staff check and swap shifts
- GPS clock-in creates accurate timesheets
Compliance Dashboard
- Training matrix shows who needs what
- Expiry alerts at 90, 60, and 30 days
- Document storage keeps certificates organised
- Inspection exports create reports instantly
- Audit trail tracks every change
Rapid Onboarding
- DBS tracking from application to clearance
- Reference automation chases without nagging
- Document capture via candidate self-service
- Progress dashboard shows bottlenecks instantly
- Bulk uploads for multiple starters
Agency Control
- Internal-first filling prioritises your staff
- Auto-cancellation when permanent staff accept
- Quality ratings track agency performance
- Cost analytics show true spend per shift
- Preferred supplier management
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STEP 1Choose Your Starting Point
Pick which tool solves your biggest problem today. Start with one or implement all three together.
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STEP 2We Import Your Data
Send us your spreadsheets in any format. Our team maps everything and sets up your system. Free for all customers.
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STEP 3Go Live With Support
Review the setup, train your team via video call, switch on when comfortable. UK support throughout.
Three tools, one login, zero hassle
Discover flexible tools that work alone or transform your business together.
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Onboarding
Automate DBS checks, right-to-work verification, and reference collection. Turn weeks of paperwork into days of progress.
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Compliance
Live training matrices, automatic expiry alerts, and instant inspection reports. Know exactly who’s compliant and who needs attention.
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Workforce
Visual rostering, open shift broadcasting, GPS clock-in, and direct payroll exports. Manage your entire workforce from one screen.
FAQs
How quickly can we go live?
Most providers are operational within 3 days. We import your data on day 1, you review on day 2, and go live on day 3. Complex setups might take a week.
Can we try before committing?
Yes. Start with one site or one tool. Scale up when you see results. Monthly contracts mean you’re never locked in.
What if we're locked into another system?
Run Orta in parallel until your contract ends. Many providers start with our Onboarding tool while waiting to switch their main system.
Will this satisfy CQC requirements?
Yes. Orta tracks everything CQC needs to see for regulations 17, 18, and 19. Export inspection-ready reports in seconds.
How are training expiries handled?
Automatic alerts at 90, 60, and 30 days. Managers see dashboards, staff get notifications. Block non-compliant staff from rotas if needed.
Can inspectors access the system directly?
You control access. Most providers export reports during inspections, but you can grant temporary viewing access if preferred.
Are there hidden fees?
No. Monthly price includes everything: unlimited users, support, updates, and data import. Only pay per site.
What about setup costs?
Zero. We import your data and configure everything for free. This includes staff training and first-month support.
Can we really cancel anytime?
Yes. 30 days notice, no penalties. Export your data whenever you want. We believe in earning your business monthly.
Does it work on mobile?
Yes. Managers get full web access, staff use mobile apps for rotas, shift swaps, and clock-in. Works on any device.
Is our data secure?
UK servers, GDPR compliant, ISO 27001 certified. Daily backups, encryption throughout. Your data stays yours.
