Create shift rosters by qualifications and preferences
Workforce planning creates shift rosters based on qualifications, preferences and working time rules
Fits: Leaders & strategy · HR · Office, administration & casework · Production, engineering & maintenance · Logistics & warehousing · Health & care
The roster is ready faster, every shift has the qualifications it needs, and preferences are taken into account transparently instead of by gut feeling. Whoever plans has more time for conversations and exceptions.
Is this for you?
- You plan shifts for a team with different qualifications, part-time models and preferences, and planning takes hours every week.
- There are clear rules: minimum staffing, required qualifications, rest periods and maximum working hours under the law, collective agreements or works agreements.
- You want to plan by availability and qualifications, not by performance or behaviour.
Put together a test week using initials instead of names: shifts with minimum staffing, qualifications, weekly hours and preferences. Have a draft roster with a check table created using the template below, and check every rule. That way you see whether your rules are complete enough for a planning tool.
How to go about it
- Set staffing rules and working time limits
- Record demand per shift and availability
- Have a draft roster created
- Check every rule and adjust by hand
- Approve, post and explain the roster
- Review swaps, absences and dissatisfaction
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
Same approach, other use cases
27 more use cases follow the pattern “Planning assignments & processes”.
A-063 · Legal status 08.10.2026