--- url: "https://www.skedulo.com/use-cases/workforce-management/" type: "page" title: "Field Workforce Management Software | Skedulo" description: "Match field and shift work to people with the right skills, credentials and availability, and flag expiring qualifications before they cause gaps." --- # Manage your workforce and all its detail. Keep skills, qualifications, working hours, availability, and more with each worker's record. Use those details to plan shifts, allocate visits, and build crews. [Book a Demo](https://www.skedulo.com/book-a-demo/) ![Supervisor with a tablet walking the floor as cleaners work](https://assets.skedulo.com/uploads/hub-heroes/uc-workforce-management-hero-v1.jpg) ## Trusted by teams coordinating frontline work. - Achieve3000 - American Red Cross - Connexin - ECL Group - Mainmark - Rocket Fiber _Who it's for_ ## Skills, availability and assignments on one worker record. A worker record that's out of date can put the wrong person on a job or shift. Workforce planning managers, schedulers and workers each keep part of it current, so coverage figures, matches and offers all draw on the same details. _Runs the operation_ ### Workforce planning manager See coverage, usable capacity and credential gaps by location, role or skill. [Explore workforce leadership](https://www.skedulo.com/solutions/workforce-leaders/) ![Two colleagues looking at a laptop in a meeting room](https://assets.skedulo.com/uploads/photo-library/stock/persona-uc-wfm-runs-20261009a.webp) _Plans the work_ ### Scheduler Compare recorded skills, credentials and availability with each job's or shift's requirements. [Explore scheduling and dispatch](https://www.skedulo.com/solutions/schedulers/) ![Staff member checking a tablet by the elevators, one hand on a wheelchair](https://assets.skedulo.com/uploads/photo-library/healthcare-human-services/hospitals-health-systems/hos-10-a.webp) _Does the work_ ### Mobile worker Submit availability and respond to eligible offers through Skedulo Mobile or web. [Explore frontline work](https://www.skedulo.com/solutions/frontline-workers/) ![Technician using a tablet beside an open fridge](https://assets.skedulo.com/uploads/photo-library/home-services/appliance-repair-handyman-services/arh-06-b.webp) _One Workforce Operation_ ## Plan field work and shifts around the same workforce. Use worker profiles and availability information when planning field visits, site-based shifts, or roles that include both. ### Field work Match people and crews to jobs and appointments using skills, credentials, availability, territory, location, travel, workload, and continuity. _Illustration: Skedulo best-match card for an open job standing on a map of the top technician's day - her real drive in blue, the job pinned, and the insertion priced at +10 min_ ### Shift work Build coverage around roles, skills, credentials, availability, contracted or target hours, preferences, and demand at a location or service. _Illustration: Skedulo roster builder for Southbank Clinic, Ward B, Sat 1 to Fri 7 Mar: three shift template cards - Morning 6am - 2pm, Afternoon 2pm - 10pm, Night 10pm - 6am - over a seven-day mini roster. The week builds from the templates day by day for Carol Ng and Kevin Maszaros, and the open lane's Sunday afternoon Registered Nurse cell sits dashed. Under it the cell's two paths: Allocate, Bridget Hanley with Available, Qualified and Award OK ticked, and Offer, Targeted 4 eligible, respond in 12 h, first to accept. Allocate fires: the cell goes solid with her initials and the panel reads Allocated_ ### Hybrid operations Review shifts, visits, activities, and travel against shared worker availability to identify potential conflicts across assignments. _Illustration: A slice of the Skedulo dispatch board - four technician lanes across a Denver afternoon, the now line at 1:24 PM. Gloria's belt check runs past its end, her 2:00 PM water changeover gets the rose overlap band, and the dispatcher drags just that card one lane down onto Doug Lindqvist, where it lands at 2:15 PM; both lanes' stop lines re-sequence and a notice says the customer was sent the new window. Then Bridget Hanley calls out, her lane is tagged Unavailable and hatched from 1:30 PM, and her one remaining job moves up onto Aaron Feldman the same way. Every other card stays where it is._ _Tempo_ ## Review staffing options with Tempo. Ask Tempo about staffing requirements, compare allocation options and review changes with your team. The records and actions available depend on your setup. [Meet Tempo](https://www.skedulo.com/product/tempo/) ### Credential nearing expiry Check assignments that require the qualification and arrange renewal follow-up or replacement coverage. _Illustration: Skedulo Tempo working an expiring certificate from its issue: a new issue arrives on a blank screen - Gloria Benitez's Advanced Life Support certificate expires Fri 28 Mar - and becomes the task's header. With the context panel still closed, Tempo gathers context; then the panel opens with her credential - its days left, holder and how to reach her - and the four nights in charge it would cost her. Once the scheduler starts its plan, Tempo reminds her to renew by app message and email and watches two weeks for her new certificate, ready to alert the scheduler and remind her again_ ### Crew member unavailable Compare available workers with the missing crew role and prepare replacement options. _Illustration: Skedulo Tempo working a call-out beside the dispatcher: Doug Lindqvist is unavailable from 1:30 PM and JOB-4841, a thermostat and damper check, has no one on it. Tempo reads the absence, the job and who can cover, asks whether Dana Whitfield can take a later arrival, and puts forward reassigning JOB-4841 to Gloria Benitez, HVAC certified and 0.8 mi away, arriving 3:45 - 4:15 PM, its Context panel holding the absence, the job and the plan. Once accepted it checks her route, reassigns the job, texts Dana and closes with a session summary_ ### Coverage falling short Compare the demand for a skill or region with the available qualified hours. _Illustration: Skedulo Tempo working a demand spike beside the scheduler: Ward B's census forecast for Mon 3 afternoon rose from 24 to 30 patients, so at 1 nurse to 4 patients it needs 8 RNs and 6 are rostered. Tempo reads the forecast, applies the ratio, finds the best-fit RNs and compares staff with agency cost, asks whether to offer both shifts now, and puts forward two offers, Targeted - 3 eligible. Once accepted it sends them, Carol Ng and Gloria Benitez accept, and a session summary closes it_ ### Workload out of balance Review recorded hours, travel, and assigned work across the team to identify uneven loads. _Illustration: Skedulo Tempo following up from its issue: Hector Salinas hasn't answered the offer for JOB-4855, a Thursday early start. The issue lands on a blank screen and becomes the task's header; Tempo reads the open offers and today's timing, and the context panel opens on what is still waiting - two Thursday offers, Hoa Pham double-booked around JOB-4858, four jobs to allocate next week. Once the dispatcher starts the plan, Tempo texts Hector, who accepts, offers JOB-4857 to Curtis Mensah, who accepts, and moves JOB-4863 to clear Hoa's overlap, keeping the four jobs on its list_ _How it runs_ ## Workforce records that inform every assignment. _[ 01 ]_ ### Worker & resource profiles Record worker identity, skills, credentials, availability, and team membership. Model schedulable equipment separately with the attributes it needs. _Illustration: A deck of three Skedulo worker records, one shown at a time and each lifted away like a card to reveal the next: Brooke Feeney, a home-services on-call technician, open on Exceptions, where her expired working-at-heights ticket is shown with the two jobs this week that need it and a Reassign action; Carol Ng, a registered nurse in home health, open on Availability, a week of capacity bars with Friday on leave; and Curtis Mensah, a senior solar technician, open on Skills & Attributes, his skill tags and three qualifications with their standing_ _[ 02 ]_ ### Working time & capacity Account for working patterns, unavailability, and existing assignments when estimating remaining capacity. _Illustration: Skedulo card for the Workday integration: the Workday logo, Connected, 3 data flows. The 6:00 AM sync brings Gloria Benitez's time off for Fri 22 Aug from Workday and she shows unavailable in Skedulo, approved: 6 synced in 2.7 seconds. Then the hours go back: her approved Wednesday, 7.25 hours, reaches Workday time tracking in real time at 8:30 AM._ _[ 03 ]_ ### Eligibility & matching Compare recorded worker details with assignment requirements using configured matching rules. _Illustration: Skedulo Tempo comparing cover for JOB-4841 at 1:28 PM. The affected work: a thermostat and damper check for Dana Whitfield, 2:30 - 3:30 PM, window 2:00 - 5:00 PM, uncovered since Doug Lindqvist called out at 1:26 PM. Below, Compare options, 3 technicians checked: Reassign to Gloria Benitez, free from 3:30 PM, or Wait for Aaron Feldman, free after 5:00 PM, over their impact - Dana's window kept or missed, 6 or 22 minutes of travel, HVAC II both, 6 or 7.5 of 8 hours. Gloria's option turns Recommended_ _[ 04 ]_ ### Resource allocation Assign individuals, teams, crews, or schedulable assets against the requirement. _Illustration: Skedulo crew card for job #4809, Dispatched: the team CO-JT03, Jointer, dispatched to it, Aaron Feldman as crew leader, dispatched, and two more crew members under Members_ _[ 05 ]_ ### Changes & replacements When availability changes, review affected assignments and compare eligible replacements, including the impact on their existing work. _Illustration: Skedulo Tempo carrying out an approved plan at 1:31 PM: Reassign JOB-4841 to Gloria Benitez, arriving 3:45 - 4:15 PM, approved by Mark Doherty at 1:30 PM. Four steps tick through the tools they use: reassigned on the live schedule, sent to Gloria's mobile app and accepted, a text message to Dana Whitfield with the new window, its words shown, and Doug's afternoon released in availability. Then: Covered JOB-4841 with Gloria Benitez. No other job moved. 4m 12s_ _[ 06 ]_ ### Planned vs. actual work Compare planned against actual time and use the pattern to improve the next schedule. _Illustration: Skedulo Tempo looking ahead at 4:30 PM to next week, 18 - 22 Aug: Next week looks steady until Friday. Coverage lands a day at a time - Monday 100%, Tuesday 96%, Wednesday 100%, Thursday 98% - then Friday at 78%, flagged 2 short. Three things to plan for: Friday 22 Aug is 2 technicians short, Bridget Hanley and Hoa Pham on leave, Plan cover; refrigerant handling expires Tue 19 Aug for Doug Lindqvist, Book renewal; 4 jobs waiting for allocation, the first JOB-4419 on Mon 18 Aug, Allocate_ _Workforce Readiness_ ## Qualified for the work. Available for the assignment. Both matter when allocating a job or shift. Compare recorded qualifications and availability with assignment requirements, and flag missing or expired information for review. ### Assignment eligibility Compare recorded skills, credentials, and availability with the requirements of the work. _Illustration: Skedulo job card for JOB-4809, a rooftop package unit install on Wed 13 Aug, 9:00 AM - 1:30 PM, pending dispatch, with an amber exception: Skills mismatch - Aaron lacks Rooftop HVAC install, a required skill - and the three people on the job along its foot_ ### Qualification gaps Flag missing or expired qualification information and other gaps for review. _Illustration: Skedulo shift requirements for Kevin Maszaros, Support Worker, 24h of 30h this week: Support Worker registration and First Aid certificate ticked, and Police check left open - renewal due before this shift_ ### Current work records Record time, completion, and exceptions so coordinators can review the result. _Illustration: Skedulo mobile job completion page on an iPhone for a quarterly site inspection, JOB-4803: the work completed is typed in, two materials land in the list - a heavy duty door closer and a lockout tag and padlock - above the follow-up job the inspection raised, JOB-4871 for Aaron Feldman, and site contact Helen Pryor's signature lands. Complete job turns from grey to green, is pressed, and becomes a green notice: the job was completed at 5:21pm_ _Resource Profile & Capacity_ ## Workforce capacity, with the detail behind it. An available hour only helps if the worker has the required skills. Review roles, qualifications, team membership and existing assignments when assessing capacity. - Worker identity, role, manager, and team - Recorded skills, qualifications, and expiry dates - Work locations, territories, and crew membership - Working patterns, availability, and time off - Available hours compared with scheduled work _Illustration: Skedulo shift scheduling worker matching panel: an open Registered Nurse shift on Tue 4 Mar, 2pm to 10pm, Ward B, as a dashed draft card with an empty assignee slot, and under it the clinic's four nurses - Doug Lindqvist, Bridget Hanley, Gloria Benitez, Carol Ng - each with hours booked and four checks: Available, Skills, Qualifications, Agreement. Ticks and crosses resolve left to right with a reason - an Enrolled Nurse, 8h rest after a night, already on the morning - Carol passes all four and rises to the top, Allocate is pressed, the card turns solid with her avatar and she is notified_ _Match & Schedule the Right Unit_ ## Individuals, crews and equipment in the same plan. Define the required roles, skills, duration, and location. Use configured matching rules to compare suitable people, crews, or equipment, with review where the assignment requires it. - Required roles, skills, duration, and location - Configured eligibility and matching criteria - Individual, crew, and equipment assignments - Manager review for exceptions and consequential changes _Illustration: Skedulo job card for a rooftop package unit install in the North region, with four skill tags, the site's building-clearance requirement, two empty slots for a team lead and a team member, and seven technicians along the foot. The Balanced Utilization recipe runs and finds 2 of 7 who match every requirement: the other five fade back, Aaron Feldman and Andre Bassett are ringed, and they fill the two slots_ _Mobile & Worker Participation_ ## Availability and offers, managed by workers. Workers can review assignments, submit availability and respond to eligible offers through Mobile or web. Request and approval steps are configured for their role. - See a current view of shifts, jobs, appointments, activities, and changes - Submit unavailability or other schedule inputs directly - Respond to eligible work offers - Get updates, broadcasts, and work-specific messages in context - Log time, travel, completion, and exceptions from the field or the floor _Illustration: Skedulo mobile Availability tab on an iPhone: the month of August with a training day already booked off in green, working hours Monday to Friday, and the unavailability list. The worker taps +, picks Wednesday 27 to Friday 29 on the month, chooses Annual leave, types a note for the approver and submits for approval. The request lands on the list as Pending, its three days amber on the month; then the days and the tag turn green - Approved by Wade Brennan - and a green confirmation says the schedule is updated_ _Completion_ ## Actual work, compared with the plan. Recorded job durations and travel show where the plan differed from the day. Review those differences and use them to inform future schedules. **Keep the planned assignment, recorded time, explanations, and review decisions together. Use those records to inform future schedules.** ### Time differences Where work, travel, activities, or shifts differed from the plan. ### Exception review Route time or attendance differences to the appropriate reviewer with relevant assignment information. ### Approved records Send approved information to connected systems according to the integration. ### Planning assumptions Actual duration, travel, and exception patterns inform the next schedule. _Illustration: The Skedulo web app open on the built-in Job activity dashboard over the last 4 weeks, standing on a hatched ground: the Region, Job type and Last 4 weeks filters, four KPIs - 1,248 completed jobs up 2%, on-time starts 92% down 2 points, travel per job 39 minutes up 5%, cancellations 3.1% down 0.4 points - and a column chart of completed jobs by week, 306, 318, 311 and 313. The KPIs rise in and the columns grow; one more job completes and the last column ticks from 312 to 313_ _Systems_ ## Connect workforce records with your existing systems. Use integrations and APIs to bring relevant worker and job information into Skedulo, and share schedules, approved time, and work outcomes with connected business systems. ### HRIS and identity Worker identity, employment status, role, manager, and lifecycle changes. ### Learning and credentials Course, certification, license, or qualification data that affects eligibility. ### CRM and service Customer, case, work order, and service requirements tied to the assignment. ### Payroll and finance Approved actuals, time, cost, and billing context. ### BI and data Workforce, schedule, execution, and outcome data combined for analysis. _Illustration: Skedulo mobile Summary on an iPhone for Kevin at 1:52: today's 2pm - 10pm shift starting in 8 minutes, an AI schedule summary, his next three shifts at Southbank Clinic, and his upcoming leave - annual leave and a public holiday - with Summary, Schedule, Availability, Notifications and More along the foot_ _Analytics_ ## See where workforce capacity and demand differ. ### Coverage Filled, open, at-risk, and overstaffed demand by location, role, or skill. _Illustration: Analytics tile: 98% of Ward B's required shifts covered this week, up 2 points, with Tuesday drawn hour by hour across the tile from 6am to 6am, marked at the 2pm and 10pm shift changes - the staff needed as a smooth dashed curve over the staff rostered as blue shift steps, the shortfall shaded amber. The afternoon runs one short until its open shift fills and the step rises over the amber, leaving a sliver short after the 10pm handover_ ### Utilization and usable capacity Booked or productive time against available and qualified hours. _Illustration: Analytics tile: 82% of available hours productive, up 3 points, with a long bar per region across the tile on its available hours - North 84%, Central 79%, South 83%, West 80% - and West's bar filling from 76% as the week goes on_ ### Skills and credential gaps Shortages, expiring qualifications, and demand that repeatedly goes unfilled across roles and regions. _Illustration: Analytics tile: 92% of the week's 24 open shifts filled, up 6 points, as a donut - 14 filled by targeted offers in blue, 8 by broadcast in purple, 2 still open in grey - with the median time to fill, 1h 40m, in the middle, and one more open shift filling by broadcast_ ### Workload distribution Compare recorded assignments, hours, and travel across the team to spot where the load isn't even. _Illustration: Analytics tile: 2,412 hours worked this week across Southbank Clinic's three wards, up 4%, as three lines over twelve weeks - Ward A in blue and Ward B in purple climbing to 820 and 800 hours, Ward C in green holding near 790 - this week's points landing_ ### Exceptions and recovery Volume, age, cause, and resolution of callouts, eligibility failures, and schedule changes. _Illustration: Analytics tile: 96% of the week's 412 award checks passed under the Nurses Award, up 1 point - one bar in three tones with the counts under it: 396 pass in green, 12 warn in amber, 4 block in rose - one more check passing_ ## HealthStrong doubled scheduling efficiency for several hundred practitioners. - **Before** - Manual scheduling via Microsoft Access and multiple spreadsheets. - Schedulers relying on memory to match qualifications and language skills. - **With Skedulo** - Practitioners matched by qualification, gender, and language across the mobile app. - Appointment confirmations and required documents sent automatically. - **Outcome** - Time to schedule appointments cut in half. - A four-person team now manages 1,200+ appointments a week, a 30% increase. > With Skedulo, we have much more timely and accurate data about our practitioners and the time they spend in the field. We can ensure our contractual demands are met while also reducing revenue leakage. > > — Chris Kalavas, Salesforce Development Lead, HealthStrong - **50%** — less time to schedule appointments, with a four-person team now managing 1,200+ appointments a week, a 30% increase [Read Story](https://www.skedulo.com/customers/healthstrong/) _Related Products_ ## Explore tools for workforce planning and delivery. ### Products - [Skedulo Intelligence](https://www.skedulo.com/product/skedulo-intelligence/) - [Field Scheduling](https://www.skedulo.com/product/field-scheduling/) - [Shift Scheduling](https://www.skedulo.com/product/shift-scheduling/) - [Frontline Mobile App](https://www.skedulo.com/product/mobile/) - [Forms & Checklists](https://www.skedulo.com/product/forms-checklists/) - [Messaging](https://www.skedulo.com/product/messaging/) - [Analytics](https://www.skedulo.com/product/analytics/) - [Tempo](https://www.skedulo.com/product/tempo/) ### Industries - [Energy & Solar](https://www.skedulo.com/industries/energy-solar/) - [Home Services](https://www.skedulo.com/industries/home-services/) - [Telecommunications](https://www.skedulo.com/industries/telecommunications/) - [Security & Facilities](https://www.skedulo.com/industries/security-facilities/) - [Healthcare & Human Services](https://www.skedulo.com/industries/healthcare-human-services/) - [Manufacturing & Light Industry](https://www.skedulo.com/industries/manufacturing-light-industry/) - [Public Sector](https://www.skedulo.com/industries/public-sector/) - [Retail & Hospitality](https://www.skedulo.com/industries/retail/) ### Use Cases - [Field Service](https://www.skedulo.com/use-cases/field-service/) - [Installation](https://www.skedulo.com/use-cases/installation/) - [Shifts & Rosters](https://www.skedulo.com/use-cases/shifts-rosters/) - [Time & Attendance](https://www.skedulo.com/use-cases/time-attendance/) - [Home Appointments](https://www.skedulo.com/use-cases/home-appointments/) - [Asset Management](https://www.skedulo.com/use-cases/asset-management/) - [Communication & Messaging](https://www.skedulo.com/use-cases/communication-messaging/) - [Inspections & Forms](https://www.skedulo.com/use-cases/inspections-forms/) ## Frequently Asked Questions ### What is field workforce management? Field workforce management matches the people who do work away from a desk to the work itself. It uses their skills, credentials, availability and location, and the work's requirements. It covers planning shifts and visits, assigning people, crews and equipment, recovering when plans change, and using recorded time to improve the next schedule. ### How does field workforce management affect dispatch, workers, compliance and HR? Schedulers use recorded skills and availability to allocate work. Workers can share availability, respond to offers, and see assignments on Mobile. Your team maintains the qualification and policy requirements, while configured integrations exchange relevant information with HR and payroll systems. ### Why does credential tracking matter in healthcare workforce management? A visit may require a particular qualification or skill. Keep those requirements and the worker's recorded credentials available during allocation, and review missing or expired information before confirming the assignment. Your organization remains responsible for verifying professional eligibility. ### Can workers update their own availability? Yes. Workers can submit availability or unavailability, respond to eligible work offers, and see their shifts, jobs and appointments on mobile or web. The exact request and approval steps depend on how your organization configures them. ### Does Skedulo replace an HRIS or payroll system? Skedulo focuses on planning and coordinating frontline work. It can exchange relevant workforce, schedule, and approved-time information with your HRIS, payroll, and other systems through integrations. ### How is Skedulo different from an HR-led workforce management suite? Skedulo connects workforce information to the jobs, shifts, crews, and travel your operation needs to plan. Our Pulse Platform lets you add fields, related records, workflows, and more while integrating with the HR and payroll systems you already use. ## Let's look at your workforce requirements. Talk through the skills, locations and working patterns you need to plan around. We'll show you how those details shape allocation in Skedulo. [Book a Demo](https://www.skedulo.com/book-a-demo/) [Explore Field](https://www.skedulo.com/product/field-scheduling/)