Shift and Staff Planning
From digital shift schedules to integrated task assignment
FELIOS | SPE and Staff Planning combine shift planning and task assignment into a comprehensive solution for personnel planning in manufacturing companies.
Leading mechanical and plant engineering companies trust FELIOS | SPE
+300 customers // +20 industries // Over 35 years of experience in mechanical and plant engineering
Shift planning works — but only with Excel, emails, and notice boards?
Many manufacturers still manage shift planning in separate Excel spreadsheets – a process that is time-consuming, prone to errors, and disconnected from actual capacity requirements.
- Are you still working with static Excel lists that aren't version-controlled?
- Are shift schedules distributed via notice boards and email?
- Are shift schedules and HR data maintained in multiple systems?
- Is there no connection to actual capacity requirements?
- Is there a lack of transparency regarding availability and absences?
- Are overtime shifts planned without a transparent basis?
FELIOS | SPE brings transparency to shift planning
FELIOS | SPE replaces static Excel spreadsheets with a centralized and transparent shift planning editor. Employees can access their up-to-date schedules at any time via the Web Viewer on shop floor terminals.
FELIOS | SPE automates the assignment of employees to workstations based on actual capacity requirements from ERP and HR systems or Excel files – including the synchronization of planning data back to these systems.
What are the benefits of digital shift planning?
- Efficiency & Reduced Workload
Automated planning suggestions support capacity adjustments, enabling overtime to be scheduled based on actual demand and with full transparency.
- Flexibility & Responsiveness
Sick leave, absences, and short-notice changes are incorporated directly into the planning process, allowing bottlenecks to be identified and resolved early.
- Quality & Planning Reliability
Employees are assigned according to their qualifications, while the impact of vacations and absences can be simulated in advance.
Looking to intelligently connect production planning and personnel planning? Discover our FELIOS | APS solution.
Once shifts are planned, task planning begins
But manual task assignments, limited transparency, and coordination efforts consume valuable time in Staff Planning.
- Still relying on error-prone Excel solutions?
- Are tasks assigned manually, one by one?
- Lacking visibility across departments?
- Do bottlenecks and overloads remain hidden?
- Is planning information scattered across different sources?
- No digital transfer of assignments to production?
Staff Planning extends FELIOS | SPE with task assignment
Staff Planning is a dedicated planning workspace for assigning specific tasks from active production orders to employees.
- Specialized planning interface with a focus on task assignment
- Multiple assignment, quick assignment, and automated assignment suggestions
- All planning information in one place
- Integrated capacity balancing with workload charts
- Digital delivery of assignments via Web View on shop floor terminals
Key Features of Staff Planning
Transparent Task Planning
- Task-centric planning board
- Drag-and-drop assignment (employee ↔ task)
- Multiple assignment capabilities
- Filtering and grouping options
Full Visibility of Capacity and Availability
- Capacity utilization charts
- Distribution strategies
- Shift, vacation, and absence visibility
Digital and Flexible Planning
- Live data updates with undo/redo functionality
- Web View for shop floor terminals
Would you like to centrally plan projects and field service assignments alongside personnel planning? Discover our FELIOS | PM solution.
Interested in end-to-end personnel planning?
FELIOS | SPE and Staff Planning deliver their full potential when used together:
- FELIOS | SPE provides the reliable attendance and capacity foundation – who is available, where, when, and with which qualifications in which shift?
- Staff Planning builds on this foundation to assign specific tasks from active production orders – who does what, and when?
One data foundation, two perspectives – no duplicate data maintenance and no inconsistencies. Shift, task, and employee data remain synchronized across all systems.
Key Benefits of the Integrated Solution
- End-to-End Planning Instead of Duplicate Data Maintenance
Shift planning, task planning, and employee assignment are seamlessly connected through a shared data foundation.
- Transparency Across Capacities and Availability
Vacations, attendance, absences, and bottlenecks are directly visible within task planning.
- Staff Assignments Based on Qualifications
Staff Planning schedules only available employees and automatically considers stored qualifications.
- Digital Communication All the Way to Production
Planning information is delivered directly to shop floor terminals through a Web View.
With FELIOS | SPE and Staff Planning, isolated Excel spreadsheets are transformed into an end-to-end personnel planning process.
FAQ
Who is FELIOS | SPE designed for?
FELIOS | SPE is designed for manufacturing companies with complex shift planning requirements – especially those facing changing capacity demands, employee absences, and manual Excel-based planning processes.
Can existing ERP systems be integrated?
Yes. Capacity, employee, and planning data can be imported from ERP systems, HR systems, or Excel files. Planning information such as shift schedules and task assignments can also be synchronized back to ERP and HR systems.
What is the difference between FELIOS | SPE and Staff Planning?
FELIOS | SPE manages shift and attendance planning ("Who is available when and working where?").
Staff Planning complements this with detailed task planning ("Who does what, and when?").
Can FELIOS | SPE and Staff Planning be used independently?
FELIOS | SPE can be used as a standalone solution and extended with Staff Planning for detailed task planning.
Is another FELIOS product required?
No. FELIOS | SPE can be implemented independently. If needed, it can be expanded with additional solutions:
Need a solution for project and assembly planning?
Learn more about FELIOS | PM, which includes FELIOS | SPE as an integrated component.
Need a solution for production planning and scheduling as well?
Learn more about FELIOS | APS.
Stipo Nad
Head of Sales & Customer Management Production
Stipo Nad started working for INFORM in 2001. He is interested in all topics related to Advanced Planning & Scheduling and Production Planning in machine and plant engineering as well as other single and small batch manufacturers.
