Resources
Workforce scheduling guides and resources
Plain-language scheduling guides for managers evaluating, designing, or improving a shift-based workforce process.
Scheduling guide
What is constraint-aware workforce scheduling?
A plain-language guide to scheduling employees around time off, working patterns, staffing needs and rules.
Scheduling guide
How to create an employee shift schedule
A practical guide to planning shifts, setting staffing needs, accounting for time off and checking coverage before publishing.
Scheduling guide
How to schedule employees across multiple locations
Plan teams across worksites or work areas without letting a well-staffed location hide a gap at another.
Scheduling guide
How to manage employee availability for shift scheduling
Understand the difference between time off, repeating work patterns, shift preferences, weekly hours and work locations.
Coverage guide
How to plan staffing coverage for shifts
A straightforward way to decide how many people each shift needs and find gaps before the schedule is published.
Scheduling concepts
Work patterns vs employee availability: what is the difference?
Learn when to use a repeating work pattern, time off, a shift preference or a weekly-hour setting.
Scheduling guide
How to reduce employee shift scheduling conflicts
Practical steps for preventing double-booking, leave conflicts, hour-limit issues and uncovered shifts.