Saved business defaults
Tell us how your operation normally works
These settings become the starting point for every new plan.
Normal opening hours
Each date in the calendar will start with these hours.
Normal planning rules
✓
Set once, adjust when needed
Opening hours and planning rules are copied into every new planning period. You can still change individual dates later.
- No repeated setup
- Date-specific exceptions
- Same rules across Forecast and Schedule
Planning cycle
Forecast demand for your planning range
Check the dates you are forecasting (they are filled in from Capacity when you come from there), choose where the demand comes from, then fine-tune the daily shape and calendar.
Step 1 of 3
1. Which dates are you forecasting?
Pick how long to plan for and when it starts. The forecast, calendar and schedule all use these dates.
2. Where should the demand come from?
Choose the closest normal daily shape
Select the graph first, then fine-tune it below.
Normal day
Weekly pattern
Holidays are labelled on the day only. You choose whether to close or redistribute by clicking the day.
Forecast review
Your demand and people requirement
Review the whole planning period or focus on one day.
Demand across the planning period
Daily totals after calendar adjustments and holiday redistribution.
Selected day
Optional team data
People
Add names and key dates so capacity and scheduling can use real hire, training and leaver information. Skip this if you only need simple counts.
Agent roster
Download a template, fill it in, or add people one by one.
Training end is when they become fully productive. A leaver date is used by Capacity instead of a guessed attrition rate for that person.
Year-scale headcount
Capacity plan
Plan headcount across the year. Pick a range or month below and forecast its demand. When the forecast is ready, come back and click Size from forecast to start the plan from the people that forecast needs. Attrition only removes someone when the running total reaches a full person.
Choose a range to forecast
Pick a length and start date, or click a week or month heading in the plan below. You can still change the dates on the Demand page.
Plan settings
Help me set attrition
How many full-time people do you expect to leave each week? ShiftPilot converts that into a weekly % against your starting headcount.
Attrition is tracked as a running fraction. A full HC/FTE is only removed in the week the cumulative total reaches 1. Months use real calendar months — a week that starts in late August and mostly sits in September is counted in September.
Schedule
Build and review the rota
Edit shifts separately, then use Performance for the detailed weekly results.
Projected interval compliance—Target: 90%
Not calculated
Team setup
Named agentsOptional. Upload a roster or add people below. Used when generating the schedule.
No named agents yet — schedule will use FT/PT counts below.
Build a forecast to calculate a recommendation.
What should the schedule prioritise?
Best coverage1. Respect hard operational guardrails · 2. Maximise interval coverage · 3. Optimise the selected performance target.
Manual shift editor
Change any start or finish time. Weekly totals and the performance score update immediately.
WorkingOff
Workforce intelligence
Insights
Understand demand, staffing, schedule health, shrinkage and interval-level risks across the plan.
Executive summary
Priority actions
Demand by day
Coverage position by day
Staffing efficiency
Coverage risks
Daily coverage summary
Required vs scheduled
Intraday signals
Interval detail
Shrinkage profile
Shrinkage impact
Rule compliance
Employee hours
Employee exceptions
Fast headcount sizing
Quick FTE / HC Size
Get a defensible full-time-equivalent and headcount number from your current assumptions without building a full rota. Ideal for commercial sizing, second opinions, and rapid scenarios.
Current sizing result
Build demand and forecast first, then return here for the summary.
Methodology
Side-by-side (Quick vs Erlang)
Refresh sizing to see both methods compared on the same demand.
Reporting & handoff
Exports
Create operational files and presentation-ready performance projections from the current plan.
Agent schedule
Monthly rota with agents as rows and calendar dates as columns. Each cell shows the scheduled shift or Off.
Performance projections
Excel workbook with daily, weekly and monthly projected performance, demand, required heads, scheduled heads and coverage variance.
Internal performance pack
Visual operational PowerPoint with KPI cards, performance and staffing charts, shrinkage assumptions and schedule-health exceptions.
Client performance pack
Polished executive PowerPoint with visual KPI cards, performance-vs-target trends, demand outlook and only the key client-facing numbers.