Shift planning module

Plan. Check. Publish.

Define how many people with which qualifications are needed per shift or time window, and fill the demand by drag & drop. Taktavo checks against leave, the German Working Hours Act and the time account and shows who fits while you drag.

  • Drag & drop, by keyboard too
  • Checks while you plan
  • For organisations with a works council

“By shift” board: Tim Hoffmann fits into the late shift, and Thursday’s night shift still needs a shift lead.

Features

From demand to the finished plan.

For shift operations as well as for teams with overlapping shifts – such as reception, service or care.

Shift types

Early, late, night, on-call or training – with times, break and colour. Taktavo calculates the net time itself, across midnight too.

Demand per shift or time window

Minimum and target staffing per weekday, with exceptions for individual days. Where shifts overlap, also as demand per quarter hour.

Qualifications

Shift lead, first aid or specialist – with an expiry date. The demand requires them, the board checks them, and expired ones are marked in red.

Planning board

Drag people into shifts, move them, swap them – with multiple selection, undo and automatic saving. Every action works by keyboard too.

Three views

By shift, by person or as a day timeline with a coverage band: you see at a glance where people are missing at a given time – along with suggestions for who can step in.

Checks while you plan

When you pick up a person, the cells change colour: green fits, yellow with a warning, red blocked. The checks cover leave, rest period, maximum daily hours, weekly hours, qualification and consecutive days.

Hours and balance in view

Planned against contractual hours per person and – with time tracking – the expected balance. Anyone in the minus is marked “schedule first” in the list of people.

Fill gaps

One click distributes the available people across open shifts – without errors or blocks, even for an empty week. Preview first, then apply; existing shifts stay as they are.

Templates and rotations

Copy the previous week, save weeks as templates or roll out shift rotations with an offset. Blocked days are skipped and listed.

Publish with versions

Everyone scheduled is notified. Later changes need a reason and go only to the people affected – short-notice ones immediately, the rest in a digest.

Approval by the works council

If you wish, the plan goes through an approval workflow before it is published. In Germany, rotas are subject to the works council’s co-determination – Taktavo reflects that.

Absences visible at once

If leave is approved or sickness reported after publication, the shift becomes a dropout. The gap appears on the board, and the planners are notified.

For employees

The published plan arrives where it is needed – mobile first.

My rota

Next shift with the colleagues on it, hours for the week and changes – as a list for your smartphone.

In your own calendar

Shifts in the calendar subscription alongside absences. Moved shifts are updated, not duplicated.

State preferences

Ask for days off, shifts or times – with a quota for important preferences and feedback after publication.

Swap and hand over

Swap shifts with colleagues, hand them over or take on open shifts – only what fits without a block is offered, and it takes effect after consent and approval.

How it works

How a plan comes together.

From demand to the notice board – with checks at every step and, if you wish, approval by the works council.

  1. Set the demand

    Minimum and target staffing per shift or time window, qualifications included.

  2. Plan

    By drag & drop, from a template, as a rotation or with “Fill gaps”.

  3. Check

    The checklist collects errors and warnings – one click jumps to the spot in the plan.

  4. Approve

    Optionally by the works council, through the same workflow editor as leave requests.

  5. Publish

    Everyone scheduled is notified and sees their shifts – in the calendar too.

Working together

The plan knows who is in.

Absences and the time account are already on the board while you plan – without checking with HR.

A look inside

A look at the planning board.

For planners on a large screen, for employees with their own rota – light or dark.

Planning board by shift with staffing, key figures and list of people Planning board by shift with staffing, key figures and list of people
By shift – staffing per day with traffic lights, preferences and list of people
Planning board by person with hours and balance Planning board by person with hours and balance
By person – shifts across the week, hours and balance per row
Day timeline with coverage band and break placement Day timeline with coverage band and break placement
Day timeline – coverage per quarter hour with break placement
Checklist with errors and warnings Checklist with errors and warnings
Checklist – errors, warnings and notes with a jump to the spot
Demand per shift and weekday Demand per shift and weekday
Demand – minimum and target staffing per shift and weekday
Preview of “Fill gaps” on the board Preview of “Fill gaps” on the board
Fill gaps – preview before applying
My rota with next shift and weekly view My rota with next shift and weekly view
My rota – next shift, colleagues, time account and preferences

FAQ

Questions about shift planning.

General questions about operation, rollout and connecting other systems are answered on the home page.

Do I need time tracking for this?

No. Without time tracking, the board shows the planned hours against the contractual ones. With time tracking, you also get the expected balance per person, the block for closed months and, if you wish, the target hours from the published plan.

What does Taktavo check while you plan?

The rules have four levels. Blocks such as approved leave, overlapping shifts or a closed month cannot be overridden. You set errors, warnings and notes – for example rest period, maximum daily hours, weekly hours, a missing qualification or too many consecutive nights – to the appropriate level per rule. Errors can be confirmed with a reason; the reason is recorded in the audit trail.

Does Taktavo create the plan automatically?

“Fill gaps” distributes the available people across open shifts so that neither errors nor blocks arise. The method is transparent: same data, same result. Existing shifts stay untouched, and places for which nobody is eligible remain open with a reason – the plan does not get filled “somehow”.

Can several people plan at the same time?

Yes. Every shift carries its own version. If someone else changes the same shift at the same time, nothing is overwritten: the cell reloads and shows the current state.

How is the works council involved?

Optionally, the plan goes through an approval workflow before it is published. Until it is approved, it is locked for planners and invisible to employees; a rejection sends the draft back with a reason. You define the approvers in the workflow editor.

What happens if someone falls ill after publication?

The shift concerned is marked as a dropout and no longer counts towards the staffing. The gap appears on the board, and the team’s planners are notified. If the absence is cancelled, the shift is back in the plan.

Can the plan be put up on a notice board or exported?

Yes. The week fits on one landscape A4 page as a notice – legible in black and white too, with drafts marked as such. There is also an Excel export of the planning period with a second sheet for the totals.

More modules

Even stronger together.

Core module

Absences

Leave requests, multi-stage approvals and leave accounts – approved absences appear on the board straight away.

More about absences
Add-on

Time tracking

Time clock and time account – so that the board knows each person’s expected balance while you plan.

More about time tracking

See shift planning in action.

In a short demo we plan a week with your shifts, your demand and your rules.