From locked forecast to locked roster — with guardrails, not guesswork.
Generate, refine and lock schedules in an interactive grid that shows you coverage consequences live, per interval, as you work.
The grid is the workbench.
- Automatic generation against a locked forecast — a full roster in one operation
- Live coverage projection: scheduled bodies → out-of-office deducted → shrinkage applied → predicted SL/ASA/occupancy vs target, color-coded per interval
- Edit with guardrails: move, resize, add or remove activities, validated live — hard rules (double-booking, outside operating hours) block; soft rules (rest days, max shift length, weekly OT cap) warn
- Undo / redo — full sequential edit history per schedule
- Export the roster when you're done
A lifecycle that protects the plan of record.
Draft
Work in progress — generate, edit, experiment freely.
Generated
A complete roster against the locked forecast, ready for review with a preview confirmation.
Locked
Immutable. Locked schedules reject changes — the plan of record stays the plan of record.
Stale? Regenerate
Forecast changed? Stale-schedule notifications flag it; regenerate in full, or partially on Growth+.
Locking a schedule snapshots its projection — that snapshot becomes your adherence baseline. No moving goalposts.
Partial regeneration with conflict review Growth plan and above
When the forecast moves, you shouldn't have to torch a week of careful manual edits. Partial regeneration rebuilds only the changed intervals — and where the rebuild collides with a manual edit, a conflict review lets you decide: review each one, keep all, or overwrite all.
| Agent | Interval | Your edit | Regenerated | Action |
|---|---|---|---|---|
| Reyes, M. | Tue 14:00 | Coaching | On queue | review |
| Lim, K. | Wed 09:00 | Late start | Std shift | review |
| Tan, R. | Thu 16:30 | — | OT block | apply |
Keep all · Overwrite all · Review one by one