What can Workplace Planner do? It automates employee rosters with AI (2–3 minutes per week), enforces zero double bookings, and balances workload. You get one place for availability, time-off, skills, and training; scenario-based scheduling; and full use offline. Enterprise-ready with role-based access.

How to create and manage schedules with AI

Schedules in minutes

AI builds conflict-free schedules that respect skills, availability, and fairness. Fast mode for routine weeks; advanced mode when you need the best possible fit.

  • Scenario-based: only the workplaces you need per day drive the schedule
  • See at a glance where you’re short, perfect, or overstaffed
  • Smart Auto-Balance keeps workload fair using recent history
  • Training slots integrated—instructors and trainees placed correctly

Plus: Enterprise-grade engine; typically 5–15 seconds for 1–2 weeks.

People and organization: availability, time-off, skills

People & availability

One place for every employee: profile, skills, role, team, and transfer history. Availability in full-day or morning/afternoon slots.

  • Full profiles: skills, team leader, backup, active or archived
  • Availability calendar with custom statuses (e.g. sick, free, training)
  • Import from CSV or your own format; bulk and range updates
  • Training (instructor/trainee) per person per date

Workplaces & scenarios

Define each workplace and its requirements. Group them into scenarios and choose which scenario runs on which date—scheduling and staffing follow automatically.

  • Workplaces with skill needs, FTE, and team leader requirements
  • Scenarios = named sets of workplaces; assign a scenario to any date
  • Schedules and staffing views use only “active” workplaces for that day

Departments, teams & users

Organize by departments and teams. Control who sees and edits what with clear roles.

  • Admin, Department Manager, and Member roles—each sees only what they need
  • Users can belong to multiple teams; switch context in the app

Plus: Enterprise security and license control for peace of mind.

Availability & time-off

Availability calendar

See and set who’s available when—full day or morning/afternoon—with custom statuses that match how you work.

  • Morning/afternoon (split-day) or full-day availability
  • Custom statuses (e.g. available, sick, free, training) so the schedule respects reality
  • Quick edits and bulk updates; import from CSV when you need to load lots of data
  • Real-time staffing view so you know where you stand

Time-off requests

Employees request; managers approve. Time-off and availability stay in sync with the schedule.

  • Request and approval workflow tied to availability and scheduling—no double work

Scenarios & training

Scenario planning

Different days need different workplaces. Set which are “on” per date; scheduling and training use that automatically.

  • Define scenarios and which workplaces belong to each
  • Assign a scenario to any date; only those workplaces count for that day
  • Staffing and schedule views update in real time

Skills overview

One view: who can do what, who’s learning, and where the gaps are.

  • Matrix of people vs workplaces: “can do” and “need to learn” with coverage at a glance
  • Team leader and backup clearly marked; export to CSV or print for meetings

Training management

Close skill gaps with AI-suggested next steps and clear learning paths.

  • AI-powered training recommendations so you know who to train next
  • Skill gap analysis and training analytics dashboard
  • Hierarchy rules and learning paths that match your workplaces

Plus: Training slots are respected automatically in the schedule.

Transfers & reports

Teams & transfers

Run multiple teams in one place. Move people between teams with a clear request-and-approve flow—schedules stay correct.

  • One user can work in several teams; switch context in the app; data is always scoped to the right team
  • Transfers: temporary or open-ended; approval by admin or manager; same-department moves can be immediate
  • Availability and schedules respect transfer dates; no double-counting or manual fixes
  • Schedule configs, custom statuses, shifts, and notifications—all configurable to your process

Reports, print & backups

Get the numbers out when you need them. Print or PDF with one click; backups so you never lose progress.

  • Reports: generate, export to CSV or PDF, send by email
  • Print schedules to PDF with formatting that works for your teams
  • Automated and manual backups; one-click restore when you need it

Security architecture and data protection

Multi-layer security so your workforce data stays protected. Authentication, authorization, data protection, license controls, and secure desktop deployment.

AreaImplementationStatus
Password securityPBKDF2-SHA256 hashing (260,000+ iterations)Secure
Database securityEncrypted connections where applicableSecure
Session securityServer-side sessions, secure cookies (HttpOnly, Secure)Secure
Input validationServer-side validation on all inputsSecure
XSS preventionTemplate auto-escapingSecure
SQL injectionORM-based queries (no raw SQL concatenation)Secure

Authentication and authorization

  • Session-based authentication with secure cookie handling
  • PBKDF2-SHA256 password hashing (260,000+ iterations); no plain-text or weak hashing
  • Optional corporate email domain restriction; new user registration can require admin or manager approval before access
  • Role-based access control (RBAC): Administrator, Department Manager, Member—with route protection and data access filtering so users see only what their role allows
  • Team-scoped data: schedules, employees, availability, and reports filtered by current team and role

Data protection and desktop security

  • SQL injection prevented via ORM; XSS mitigated with template auto-escaping; server-side input validation
  • Secure cookies (HttpOnly, Secure flags) for session and CSRF protection
  • Electron desktop: nodeIntegration disabled, contextIsolation and sandbox enabled, preload-only API (contextBridge); webviewTag disabled; permission handlers limit what the renderer can do (e.g. notifications only where allowed)
  • License security: device fingerprinting, mandatory server-side license check, activation and verification logging; protected routes enforced with license checks

GDPR and privacy by design

  • Data minimization, purpose limitation, and storage limitation
  • Right to access, right to deletion, and data portability supported in design and processes
  • Privacy by design; data can stay on-premises or on your desktop—your control

Backup & restore

Your data, protected. Create backups on demand or on a schedule; restore in one click with safety guarantees.

  • Manual backup anytime; WAL checkpoint then copy to backup storage
  • Automatic backup: e.g. on backup list load when 24 hours have passed since last auto backup
  • List backups with filename, created date, size, and type (manual / automatic / pre-restore)
  • Retention: keep last 10 backups; oldest purged automatically
  • Restore from list (select by name) or from uploaded file (validated as SQLite)
  • Pre-restore snapshot: current database backed up before restore; rollback on failure so you never lose data
  • WAL/SHM cleanup after restore for a clean state; download or delete backups via API

Access: Config page (admin-only) exposes Backup & Restore UI.

Settings & security

Control access, licenses, and how the app behaves—all from one place.

  • License and device activation for controlled rollout; server-side verification and logs
  • Server and application config (admin-only); email and notification settings
  • User and permission management; departments, teams, and role assignment

Print

Print or export schedules to PDF with clear, readable layout for your teams.

Role-based access at a glance

Administrator: full config (backup, license, server), departments, teams and users. Manager: teams/departments/users, schedules, reports, time-off and transfer approval. Member: view schedule, submit time-off, transfer approval within own team. All data access is team-scoped.

Enterprise-grade technology under the hood: secure, scalable, and ready to grow with you. Works offline. Windows desktop available.