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Shift planning: definition and benefits

The Shift planning brings requirements and availability together. This entry explains the term and how it integrates with time tracking.

Key facts
  • Forward-looking planning of rosters and shift schedules.
  • Matches requirements, availability and assignment times.
  • For internal and external workers, often with a forecast.
  • Flows straight into time tracking and billing.

Definition and classification

Shift planning is the forward-looking planning of rosters and shift schedules, matching requirements, availability and assignment times – for internal and external workers alike. A good plan shows all employees and times in one view and allows a forecast against planned targets.

How does shift planning relate to time tracking?

Planned shifts flow straight into Time tracking and billing – with no double entry. Pactos offers shift planning through the integrated workforce planner (partner P&S), including publishing the plans in the app and push notifications when they change. That way over- and understaffing become visible early.

Frequently asked questions

What distinguishes shift planning from a simple roster?

A roster distributes shifts; shift planning additionally takes account of the forecast, qualifications, availability and the match with actual requirements.

Can shift planning include external workers too?

Yes. Modern shift planning plans internal and external workers together and connects the planning with requirements and time tracking.

Related terms

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