Plan requirement
| Subscription | Any plan |
| Also required | Workforce Management |
| Access | Admin |
From forecast to published rota. Check three things before you publish, because after that it is people's plans.
Generate it
- Approve outstanding time off.
- Confirm team membership is current.
- Generate the schedule against the forecast.
- Review coverage, particularly at the peaks.
- Adjust by hand where needed.
- Publish, and tell the team.
Check one: the peaks
Not the daily totals. A schedule can look fully staffed for the day and be short at eleven o'clock, which is exactly when it matters.
Check two: the edges
Opening and closing. Under-covered starts mean a queue before anybody is on, and that queue shapes the whole morning.
Check three: does it look humane
Read it as somebody working it. Split shifts, a late finish before an early start, a week with no consistency. The optimiser does not know any of that is unpleasant.
This is the check only a person can do, and it is the one that keeps people.
Publish on a rhythm
The same day each period, as far ahead as you can manage. People arrange childcare and appointments around this, and predictability is worth more to them than optimality.
Tell the team it is out
Publishing puts it in the system. A message is what puts it in front of people, and it is what surfaces problems while there is still time to fix them.
Then leave it alone
Every change after publication costs somebody their plans. Adjust for genuine need, not to improve coverage by a percentage point.
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