Demo scorecard
Score up to three vendors out of 100 points with a clear structure.
Downloadable resources
Free Templates for Choosing Scheduling Software
Download Rosterware templates: demo scorecard, vendor questions, pricing snapshot, implementation checklist and printable scorecard.
Downloads
Four files to prepare a decision.
CSV files open in Excel, Google Sheets or any spreadsheet tool.
Demo questions / mini-RFP
Copy the questions into a lightweight RFP or demo preparation document.
Sourced pricing snapshot
Compare pricing models tracked by Rosterware before requesting a quote.
Implementation checklist
Plan the post-selection steps: data, pilot, training and launch.
Printable
Printable software demo scorecard
Use this sheet during a demo. Score only what is proven with your real scenario.
| Criterion | Expected proof | Points | Vendor score | Notes |
|---|---|---|---|---|
| Coverage | The tool exposes schedule gaps, critical shifts and possible replacements. | 20 | ||
| Employee adoption | Employees can view, accept, swap and confirm shifts without friction. | 15 | ||
| Time and payroll | Hours, breaks, overtime and payroll exports match your operating reality. | 15 | ||
| Rules and compliance | Qualifications, rest rules, availability and regional rules are configurable. | 15 | ||
| Manager visibility | Managers see risk, changes and cost before the active week. | 15 | ||
| Integrations | Required payroll, POS, HRIS or BI systems are covered. | 10 | ||
| Support and migration | The vendor can prove import, training and post-launch support. | 10 |
Previews
See what is inside before downloading.
| Criterion | Weight | Expected proof | Vendor A | Vendor B | Vendor C | Notes |
|---|---|---|---|---|---|---|
| Coverage | 20 | The tool exposes schedule gaps, critical shifts and possible replacements. | ||||
| Employee adoption | 15 | Employees can view, accept, swap and confirm shifts without friction. | ||||
| Time and payroll | 15 | Hours, breaks, overtime and payroll exports match your operating reality. | ||||
| Rules and compliance | 15 | Qualifications, rest rules, availability and regional rules are configurable. | ||||
| Manager visibility | 15 | Managers see risk, changes and cost before the active week. | ||||
| Integrations | 10 | Required payroll, POS, HRIS or BI systems are covered. |
| Area | Question | Vendor answer | Evidence provided | Follow-up |
|---|---|---|---|---|
| Scheduling | Show a multi-site schedule with required skills. | |||
| Scheduling | What happens if an employee declines or misses a shift? | |||
| Scheduling | How does the system flag conflicts before publishing? | |||
| Time and payroll | Which payroll exports are supported in our region? | |||
| Time and payroll | How are breaks, overtime and corrections approved? | |||
| Time and payroll | Can we audit who changed a timesheet? |
| Software | Model | Entry point | Source | Checked on | Notes |
|---|---|---|---|---|---|
| Rostermind | Plan-based pricing by included user capacity | Free is listed at CA$0/month for up to 3 users; Pro starts at CA$49/month for 25 users. | https://rostermind.com/pricing/ | 2026-07-11 | The official page lists 5-user packs at CA$10/month or CA$100/year and a tailored Enterprise plan for unlimited users. |
| Deputy | Per user per month | Lite starts at US$5/user/month, Core at US$6.50/user/month, and Pro at US$9/user/month. | https://www.deputy.com/pricing | 2026-07-06 | Prices are listed in USD before applicable taxes. Deputy also lists add-ons and a minimum monthly spend. |
| When I Work | Per user per month | Essentials starts at US$2.50/user/month, Pro at US$5/user/month, and Premium at US$8/user/month. | https://wheniwork.com/pricing | 2026-07-06 | The page includes a Time Tracking & Attendance toggle; validate whether it is needed before comparing totals. |
| Homebase | Per location per month | Basic is US$0/location/month for one location up to 10 employees; paid plans start at US$30/location/month. | https://www.joinhomebase.com/pricing | 2026-07-06 | Homebase prices by location with unlimited employees on paid plans; payroll is listed as an add-on. |
| 7shifts | Restaurant platform plans | Official Canada-rendered pricing shows Comp as free, Essentials from CAD $39.99/month/location, Pro from CAD $79.99/month/location, and Premium from CAD $134.99/month/location on the annual billing view. | https://www.7shifts.com/pricing/ | 2026-07-09 | Read from the rendered official pricing page on 2026-07-09. The same page states that this is new customer pricing and prices are subject to change; the detailed monthly comparison table shows CAD $44.99, CAD $89.99 and CAD $149.99 for Essentials, Pro and Premium. |
| Connecteam | Flat monthly hub pricing plus added users | Small Business is free for up to 10 users; Operations Basic starts at US$29/month annually for the first 30 users. | https://connecteam.com/pricing/ | 2026-07-06 | Pricing varies by hub. The snapshot uses the Operations Hub because it includes time clock, job scheduling, forms and tasks. |
| Phase | Task | Owner | Due date | Status | Notes |
|---|---|---|---|---|---|
| Preparation | Export employees, roles, locations and skills | ||||
| Preparation | Document shift, break, overtime and approval rules | ||||
| Pilot | Choose one pilot team or location | ||||
| Pilot | Test swaps, absences, open shifts and time corrections | ||||
| Training | Train managers and employees on mobile workflows | ||||
| Launch | Publish the first official schedule and track exceptions |
Need to choose which tools to test?
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