Workforce planning

Employee scheduling software

Two different problems share this name, and both are covered. Assigning shifts answers who works when. Allocating people to projects across the coming months, with over-allocation caught before it is saved, answers what they work on.

Both halves are live. Shift assignment, grace windows, late policy and rotating rosters are in attendance. Shift templates and the day-by-day roster are in Admin → Shifts & Roster. Project allocation across a planning horizon is in Admin → Planning → Scheduling, with over-allocation checked against each person’s approved leave.

Which scheduling problem do you have?

Two things called scheduling
Shift schedulingProject allocation
AnswersWhen does this person work?What do they work on?
Needed bySupport floors, BPO, manufacturing, retailAgencies, software firms, consultancies
UnitA shift on a dateHours on a project over weeks
ConstraintCoverage — is the floor staffed?Capacity — does this person have the hours?
In Employee DeskLiveLive

What ships today

If shift scheduling is your problem, it is already solved and you do not need to wait for anything.

01

Shifts per employee

Own start time, grace window and late policy per person, so a rotating roster and a flexible team coexist without a second system.

02

Night shifts across midnight

A 22:00 to 07:00 shift is one working day, not two partial ones on separate dates.

03

Rotation by reassignment

Move people between shift patterns as the roster turns, rather than editing company-wide policy.

04

Leave against the roster

The approval screen shows who else on the team is already off, so a shift is not approved into being short-staffed.

Full detail on attendance software and in the attendance documentation. The BPO page covers the rotating-roster configuration specifically.

What project allocation gives you

01

A horizon view

People down one axis, weeks across the other, allocated hours in the cells. The view every agency currently keeps in a spreadsheet that one person owns.

02

Over-allocation before it is saved

Allocating 50 hours into a 32-hour week should be refused at the point of entry, not discovered in the retrospective.

03

Leave already subtracted

The allocation grid knows about approved leave, because it is the same system. Most tools do not, which is why plans quietly assume people who are on holiday.

04

Allocated against actual

You planned 40 hours on this client, they consumed 61. That comparison is what makes the next plan better.

05

Allocation by role

Spare hours only help if they are the right skill. Grouping comes from department and designation on the employee record.

06

Feeds the forecast

Allocation is where committed demand comes from, which is why this and forecasting are the same project.

What we are not building

  • Demand-based rostering. Generating shift patterns from predicted call volume or footfall is a workforce-management suite problem, and a different product.
  • Automatic optimal assignment. A solver that picks who does what cannot know that this client hates being handed to someone new. It will surface the constraint; a manager makes the call.
  • Field dispatch. Routing technicians to sites needs GPS, which we do not do.

Scheduling questions

Does Employee Desk do employee scheduling today?

Yes, in both senses. Shift assignment gives each employee their own shift, grace window and late policy, covering rotating rosters and mixed office and remote teams. Project allocation — assigning named people to projects across a planning horizon — is in Admin, Planning, Scheduling, where a week can also be rolled forward in one action.

What is the difference between shift scheduling and project scheduling?

Shift scheduling answers when somebody works. Project scheduling answers what they work on while they are there. A support floor needs the first; a services team selling hours to clients needs both.

Will it do rostering from forecast demand?

No. Generating optimal shift patterns from predicted footfall or call volume is a different product category and we are not building it. Scheduling here means allocating your people to the work you have.

How will over-allocation be handled?

By showing it before it is saved. A person allocated 50 hours in a week where they have 32 available is the single most common planning error, and it is entirely preventable if the tool knows about their leave — which it does.

Screenshot

Shifts & roster

A weekly roster showing who is on which shift. Approved leave, holidays and weekly offs appear in the grid, and a one-day swap sits on top of a longer block without editing it.

Employee Desk - Weekly roster with general, early, afternoon and night shifts per employee
Screenshot

Project scheduling

Hours per person per project per week, with over-allocation flagged against approved leave, and last week’s plan rolled forward in one action.

Employee Desk - Planned hours per person per week across projects

Shift and project scheduling work today

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