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 Works Council Advocate
Templates, positions with primary and secondary assignments, multi-site management and an automatic Smart Planner that proposes rosters under availability, daily amplitude and weekly-rest constraints are well documented, with staffing forecasts sold at the top tier. However, we found no public information tying the forecast to a named data source such as POS revenue or footfall, no labour-cost-against-budget display while planning, and no cross-location staff sharing. 2 5 6