01 · HR & Workforce

Shift & Roster Planning

A planning tool for allocating staff to shifts while making coverage and changes visible.

Rosters help managers see whether the planned staffing meets the work that must be covered. Staff need a stable published schedule and a clear way to handle changes. The system is useful when last-minute edits to shared files leave different people following different shift plans.

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02

What it manages

Rosters can hold shifts, locations, roles, availability and assigned employees. It focuses on a published staffing plan. Attendance records what actually happened, so scheduled work and worked time should remain separate and comparable.

03

How it works in a business

A manager creates the roster using required coverage and staff availability. The plan is checked and published. Staff can see their shifts and request changes where allowed; approved swaps update the plan without losing the previous assignment history.

04

What SFn can customise

SFn can configure shift patterns, qualification requirements and roster approval. Availability and attendance connections may help compare planned and actual coverage. Rest rules, overtime and employment requirements must be defined by the business rather than inferred from a generic template.

05

Related & next step

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