Setup guide for Slack teams

Set up your first on-call rotation in Slack

Install OnCallManager, choose your responders, and publish your first schedule. Calendar sync, notifications, and AI features can come later.

Install the app Choose your responders Preview and publish

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Setup Guide: Create your first rotation and go live fast

Start with Getting Started and Publishing Your First Rotation below. Once your schedule is live, use the later sections to configure overrides, calendar sync, notifications, and AI auto-answering.

Getting Started

Before installing: you need a paid Slack plan with user groups. Your workspace admin may need to approve the app and user-group access. OnCallManager’s 14-day trial does not include a Slack subscription.

Step 1: Install OnCallManager

  1. Click "Add to Slack and Start Setup"
  2. Review the permissions and authorize the app for your workspace
  3. Once installed, find OnCallManager in your Slack apps

Step 2: Access the App Home

Open Slack and click on "OnCallManager" in your apps list. The app home is where you'll create and manage all your on-call rotations.

Creating and Managing Rotations

Publishing Your First Rotation

  1. Open OnCallManager’s Home tab and click “Publish first schedule”
  2. Start with yourself or use “Edit Users” to add teammates
  3. Choose the rotation cadence, handoff days, and time
  4. Enter the group name your team will use to contact the on-call responder
  5. Check the responders, handoff times, and timezone in the preview
  6. Click “Publish” and confirm your schedule appears on the Home tab

Already have a schedule? Click “New Schedule” and finish with “Submit.” Notification channels are optional. You can add Google Calendar and AI features after publishing.

Editing or Deleting Rotations

To modify an existing rotation:

  1. Find the rotation on the app home page
  2. Click the overflow menu (three dots)
  3. Select "Edit" to modify settings or "Delete" to remove

Overriding Shifts

When team members need to swap shifts:

  1. Open the rotation's overflow menu
  2. Select "Override on-call"
  3. Choose the shifts you want to override
  4. Select the replacement team member
  5. Click "Apply" to confirm

Learn more about managing fair rotations in our rotation scheduling guide.

Google Calendar Integration

Create a private Google calendar for each rotation and let your team subscribe. Calendar subscribers do not need to connect Google to OnCallManager.

Creating the Shared Calendar

  1. Open the rotation’s "Google Calendar" action in Slack and select "Create shared calendar"
  2. Sign in with the Google account that will own the shared calendar
  3. Grant permission to create and manage app-created calendars. In Google Calendar sharing settings, add people or Google groups with "See all event details" access.

Subscribing to Rotations

  1. Open a rotation's overflow menu
  2. Select "Google Calendar" and ask the owner to share access with you
  3. Click "Subscribe" on the rotation page to add the shared calendar to Google Calendar

Note: Pausing sync retains the shared calendar, events, and subscribers. After the first successful shared sync, tracked ongoing and future personal events are removed; past events remain. If cleanup needs reconnection, the rotation page shows an action for the original event owner. Existing ICS subscriptions remain separate and unchanged.

AI Auto-Answering

AI auto-answering lets teammates ask a rotation operational questions in Slack and get a reply in-thread. Google Gemini generates the answer using knowledge retrieved for that specific rotation instead of a generic workspace-wide search.

Generated answers may be inaccurate. Verify important operational steps against the linked source documentation before acting.

How it works

  • Someone mentions the rotation handle in Slack with a question
  • OnCallManager searches that rotation's linked docs and prior conversations
  • The app replies in the same thread so responders can confirm or refine the answer

How to set it up well

  1. Create the rotation first so the handle exists in Slack
  2. Click Manage Knowledge Base on that rotation
  3. Link the runbooks, SOPs, and incident notes responders actually use
  4. Keep the docs concise and operational so the AI can retrieve the right steps quickly

For the detailed flow and usage patterns, see the AI auto-answering guide.

Notifications & Group Updates

Automatic Group Updates

OnCallManager automatically updates the Slack user group associated with your rotation when shifts change. This ensures that @mentioning your on-call group always reaches the current on-call person.

Channel Notifications

If you've set a notification channel for your rotation:

  • A message is sent when a new rotation is created
  • Shift change notifications are posted when the on-call person changes
  • Override notifications announce temporary coverage changes

For tips on handling incidents effectively, see our incident response guide.

Need help after you install?

If you want a hand with your first schedule, we can help you get the initial rotation live quickly.