Skill-based scheduling
Use skill filters in Planning to assign the right employees to the right roles.
Business value
Key points
• Reduce assignments to the wrong person or the wrong skill set.
• Improve operational quality for roles that require expertise.
• Speed up coordination when a specific skill becomes understaffed.
How to use it in Planning
Steps
1. Open the Planning screen and use the skill filter to narrow the employee list.
2. Choose the shift role or work requirement.
3. Filter and assign employees with the matching skill profile.
Skill-based analysis
Key points
• When the module is installed, Planning Analysis can search or group by Skills.
• Use it to identify overloaded skill groups or shortages in capability.
• Apply the findings to training plans or recruitment decisions.
Data quality notes
Key points
• Filter accuracy depends on the quality of employee skill profiles.
• Employees without matching skill records may not appear in filtered results.
• Standardize the skills catalog before broad rollout.