What you need to keep in mind during planning

To carry out a planning without margin of error it is important that you study the particularities of your company and dimension its needs.

That is, you should take into account:

  • Its production requirements 🏗️: Knowing at what time, period or moment of the year, it has more volume of work. For example, if it is a seasonal company like hotels, you will need more staff during the high holiday seasons.
  • The positions and tasks to be developed 👩‍🏭: What positions you need to cover to carry out your production. If you need cooks, cleaners, salespeople or nurses. List the different positions that make up your staff and the tasks they perform.
  • The capabilities of the staff ✔️: What skills each team member has, to know what positions they can cover. For example, if you need to cover a reception position in a hotel, you will need to know which employees within your staff speak more than one language.
  • Schedules, breaks and vacations according to the agreement  📅: This is essential, to ensure the well-being of your staff, comply with the law and avoid overlaps or errors in the planning. Taking into account absences and breaks will lead to a fair and precise planning.