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 practical explanation of constraint-aware employee scheduling, hard constraints, preferences, staffing demand, and shortage diagnostics.
Scheduling guide
How to create an employee shift schedule
A practical process for turning staffing demand, employee constraints, recurring patterns, and coverage requirements into a workable shift schedule.
Scheduling guide
How to schedule employees across multiple locations
A step-by-step model for multi-location scheduling using employee suitability, staffing minimums, assignment locations, and shortage review.
Scheduling guide
How to manage employee availability for shift scheduling
Separate employee preferences, leave, recurring work patterns, weekly-hour limits, and location suitability when planning shifts.
Coverage guide
How to plan staffing coverage for shifts
Plan required headcount, location minimums, employee eligibility, and shortage review before publishing a schedule.
Scheduling concepts
Work patterns vs employee availability: what is the difference?
Understand when to use recurring work patterns, leave, weekday preferences, shift preferences, and location suitability.
Scheduling guide
How to reduce employee shift scheduling conflicts
Reduce schedule conflicts by separating demand, leave, hour limits, work patterns, locations, and transition rules before assigning employees.