Roster building & demand planning
How this is scored
How a plan gets built across locations, roles and qualifications — templates, staffing requirements, forecasting from sales or occupancy, and whether the product proposes a roster or only draws one.
0 — A shared calendar of shifts; no templates, no roles or qualifications, and no notion of how many people a shift needs.
3 — Shift templates and a weekly grid per location, with roles attached, but staffing needs and qualifications are the planner's memory rather than the system's.
5 — Templates, roles and qualifications, staffing requirements per shift, open shifts, multiple locations and departments, and coverage gaps shown before publication.
8 — Demand-based planning from a named data source (POS revenue, footfall, occupancy or bookings), automatic roster proposals the planner can accept or adjust, labour cost shown against budget while planning, and cross-location staff sharing.
10 — Planning closes the loop: forecast, proposed roster and actual hours compared in one place, the proposal explains which rule or demand figure drove each assignment, and the vendor documents the forecasting method rather than calling it AI.
The Operations Director
Open shifts, availability, swap requests, conflict hints and automatic scheduling are listed, the revenue comes back from the till so the plan knows what a shift brought, and multi-site businesses are addressed — but no staffing requirement per shift, no qualifications, no labour cost against budget while planning, and nothing on sharing staff across sites; the automatic planning and the Shiftbase AI module name are not backed by any documented method. 1 2 4