Skills-based scheduling software
Check who can do the work before deciding who gets it.
Availability does not make two workers interchangeable. Define what the post requires, record who meets it, and use those requirements when building the roster or looking for cover.
Inspect eligible replacementsSee it in the console
Runs in your browser on demonstration data. No account, and nothing you try is saved.
The short answer
Put the required qualification on the post rather than on the person, keep site permission separate from it, and every staffing decision states who was eligible and which requirement excluded everybody else.
- What it checks
- Required qualifications on the post, site permission, and availability — each a pass-or-fail condition.
- What it does not supply
- Independent verification. A recorded skill is what your team entered, not proof of a licence or certificate.
- Who decides
- You. A preference can order eligible people; it can never make somebody eligible.
Put requirements on the post
A reception post and a maintenance post should not inherit the same requirements simply because they share a building. Describe the qualifications each post needs and keep site permission separate. A worker can have the right skill and still be unable to work at that location.
Separate eligibility from preference
A required qualification is a pass-or-fail condition. A preference for a familiar worker is a choice among eligible people. Keep the two separate so a strong preference cannot compensate for missing permission or training.
Read exclusions when there is no cover
If everyone is excluded, examine the missing requirement and check the source data. Correct an inaccurate record; do not remove a real requirement to make the roster appear full. An explicit uncovered shift gives the manager a decision to escalate.
The nearest worker is not always eligible
Illustrative example: one post requires reception training and Northgate site permission.
| Worker record | Outcome |
|---|---|
| Reception training; Northgate permitted | Consider alongside availability and working rules |
| Reception training; Northgate not permitted | Excluded by site eligibility |
| Northgate permitted; no reception training | Excluded by required qualification |
The screen this happens on
Not a mock-up. The console below runs on demonstration data; open the simulator to inspect the same week and change something yourself.
Based at this site — no journey
Mark Kelly
Eligible at his own site, rested since Tuesday, and well below his contracted hours for the week.
Robert Turner
Not eligible: he is on Thursday’s night shift, which starts the minute this one would end.
RestA known journey away
Kate Parker
Not eligible: she is on Thursday’s depot early until 13:00 — an hour before this shift starts, not eleven.
RestLisa Ellis
Eligible, permitted at every site, and free from 14:00. Southgate to Northgate is a stated 50-minute journey.
James Shaw
Not eligible: this post requires a reception certificate he does not hold.
QualificationTravel not stated — never assumed to be zero
Thomas Reed
Eligible on every rule that can be checked. The travel gap cannot be checked, so a supervisor decides.
Nothing is decided yet. Assign the recommendation, or offer the shift to somebody further down — either way the reason is written down, and this is where you would read it back.
What to account for
Qualification records are only as reliable as the information maintained by your team. A recorded skill is not independent verification of a licence or certificate.
Read the rostering documentation for setup detail, or return to workforce scheduling software for the whole workflow.