Allocate Optima

Your rostering. Efficient and safety focused.

Enhance productivity and ensure safe staffing with our transparent, fair and data-driven rostering solution, for all staffing groups.

01

Intuitive and efficient creation

Build rosters quickly and easily with Allocate Optima’s intuitive user interface and auto-rostering.

02

Empower with self-rostering

Enable self-rostering, allowing your workforce to select or fill shifts within the parameters you define in Allocate Optima.

03

Seamless shift management

Fill shifts quickly via integrations with our locum, bank and agency management solutions.

Scalable and inclusive scheduling

Efficient rostering for everyone

Whether you are scheduling for doctors, nurses, AHPs, or care assistants, Allocate Optima enables you to create comprehensive, multi-discipline rosters. It considers everyone’s skills, leave requests, and working patterns, optimising operations in a way that is safe, fair, and within budget.

Whatever the size of your organisation, our solution offers scalable licensing options, making effective rostering accessible to everyone who strives to deliver safer and higher-quality care.

2.5M+

Health and care professionals rostered

In 2024, over 2.5 million health and care professionals were rostered.

Fairness and safety built in

Make fairness and safety a priority

Allocate Optima creates fair, safe and compliant rosters that promote a healthy work-life balance for everyone. It ensures adherence to organisational rostering rules and national regulations, such as the Working Time Directive, supporting patient safety and staff wellbeing.

264

NHS organisations used Allocate Optima

Allocate Optima helped improve fairness and safety across the NHS.

Time saved, care delivered

Say goodbye to time-draining admin

Developed in collaboration with our customers, Allocate Optima enables everyone to create efficient and compliant rosters effortlessly, optimising staffing and clinical decision-making. Streamlined scheduling means less admin, and more time to focus on care delivery.

An end-to-end workforce solution

Holistic resource management

With Allocate Optima, you unlock the door to a holistic workforce management solution, offering real-time staffing visibility, allowing more informed decisions. A link to other solutions such as SafeCare, ActivityManager, DataHub and our suite of temporary staffing solutions delivers an end-to-end approach, helping you identify problem areas, deploy staff efficiently and boost productivity.

40+

Independent health and care organisations

using Allocate Optima for real-time visibility of staffing

Make data work for you

Smarter reporting and insights

Allocate Optima makes understanding, digesting and reporting on your rosters simple. You can pre-empt issues with built-in trigger warnings, monitor roster performance against KPIs, and get insights through RosterPerform.

Key Features

Roster management made simple

Centralised roster management

A single, centralised, and controlled roster gives everyone an equal opportunity to request shifts, leave, and vacant duties.

Prioritise safe staffing patterns

Ensure your staff take the appropriate rest periods between shifts, so no one is working unsafe patterns, ensuring you are compliant with regulations such as the Working Time Directive.

Skill-matched and compliant staffing

Ensure every staff member is skill-matched and compliant against the shift and activity they’ve been assigned.

Additional Benefits

Other reasons to choose Allocate Optima

Unlock the power of your data, engage and communicate with staff more effectively, reduce agency usage and discover activity-based rostering with Allocate Optima.

Temporary Staffing Solutions

Prevent last minute agency costs

No one wants to waste time sorting last-minute cover or overspend on agency staff. Allocate Optima integrates with our locum, bank and agency management solutions so you can advertise vacant shifts, let staff fill them automatically and improve engagement with your temporary workforce.

Loop

An app for your frontline workforce

Loop, our dedicated employee app, makes it easy for your staff to access their personal roster and engage directly with it. They can submit leave requests, record availability, pick up bank shifts, clock in and out and complete other admin tasks that are instantly updated in Allocate Optima.

DataHub

Optimise your organisational insights

DataHub allows you to triangulate data across your organisation. Automated reports enable you to easily analyse data, understand rostering performance and implement targeted, evidence-based improvement programs.

ActivityManager

Unlock activity-based rostering

ActivityManager, our bolt-on for Allocate Optima enables you to assign multi-disciplinary staff groups to any specific activity that needs to be delivered.

Why RLDatix?

RLDatix has decades of real-world health and care expertise. Many of our team have first-hand experience of working in health and care, meaning our team are expertly placed to help solve the problems your organisation is facing. 

Our market – leading rostering solution and services have evolved over many years and are fine-tuned in direct response to your needs, ensuring you are equipped with the tools you need to efficiently deploy your workforce, enhancing productivity and ensuring safe staffing.

Hear from those using Allocate Optima

Allocate Optima does what it says on the box. One ward had a significant overspend before Allocate Optima was implemented. Now we are coming in on budget.
Ged Whitfield Practice Development Matron
I used to sit down to do the roster and get really bored after well over an hour of doing it. Now I auto-roster and it’s all done for me, and we can now spend more time doing the job that we are here to do – attending to our patients.
Sid Sohawan Deputy Team Leader, Mental Health for Elderly People Hertfordshire Partnership NHS Foundation Trust

Got more questions?

The rostering team at your organisation hold the login details for those who need to access Allocate Optima. Please reach out to them.

Our additional module within Allocate Optima, ActivityManager, enables you to create multi-team, activity-based rosters for areas such as clinics, theatres and more.

Yes, Allocate Optima integrates with the ESR.

Yes, the Allocate Optima system has been optimised for all staffing groups, whether you are rostering doctors, nurses, AHPs, or care assistants. The system has evolved over many years, with specific features and functionality developed to meet the needs of individual staff groups e.g. the medical workforce.

You might be familiar with the name ‘HealthRoster’ (or HealthRoster 11 or Optima 11). The system has now simply been renamed ‘Allocate Optima’. The system still offers you the same features and functionality.

Book a Demo

See why RLDatix is a trusted partner for more than 10,000 organisations around the world.

Support

The RLDatix support team is made up of experienced staff committed to providing our customers with the best possible service and ensuring you get maximum outcomes out of our products.