AI workflows for workforce planning and scheduling.

Matching people to the work: capacity planning, staffing levels and staff schedules.

Who does this work

  • Scheduling coordinator
  • Staffing coordinator
  • Workforce management analyst
  • Workforce planner

3 workflow templates ready to adapt, and 3 workflows identified.

Updated

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Examples of the workflows identified
  1. Build the headcount plan
  2. Prepare shift and roster options for expected demand
  3. Explain what changed in the workforceIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Build the headcount planLays out every role, new hire and backfill with its fully loaded monthly cost against the budget, with lower and higher revenue cases.Workflow templatePrepare shift and roster options for expected demandSets each role's need by period against confirmed availability and offers roster options with uncovered periods and labour-cost assumptions.Workflow template
Explain what changed in the workforceReconciles starters, leavers and transfers in the monthly roster exports into a short workforce movement report.Illustrative · not built yet

Workflow templates

Headcount planFor a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.Workflow templateService roster optionsFor a department manager building a rota for expected occupancy, covers or events: two or three roster options side by side, with each role's need, the staff confirmed available, the periods left uncovered and the labor-cost assumptions you supplied. You verify and approve; nothing is published.Workflow templateVolunteer shift optionsA volunteer lead gets draft shift options once an event's availability replies are in: each role's needs set against who volunteered, the requirements on record and the shifts already confirmed, with every uncovered position shown. The lead checks and confirms; nothing is assigned or sent.Workflow template

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Where to go next

All of people and HREvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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