Scheduling
Schedules that work for your team and your SLA
Stop manually puzzling in Excel. Generate a full week roster in one click, edit it with drag-and-drop, and see immediately whether it fits your rules.
Trusted by customer contact teams worldwide
The problem
Creating a schedule in Excel takes days — and you only find out on Monday whether it works
Every week the same puzzle: availability, labor rules, skills, preferences and SLA. One agent calls in sick and you start over. Teamlead does the work and leaves you the exceptions.
Employees
Work hours and locations — one place per employee
Your roster is only as good as its inputs. Set per-employee work hours and work locations once. Teamlead picks them up automatically — no parallel spreadsheets, no Monday morning surprises.
- ✓Work hours per day and per week — including contract hours and preferences
- ✓Work locations per day — office, home or hybrid
- ✓Availability and leave flow straight into the schedule
Tasks
Tasks per employee — define who can do what
Not everyone does everything. Assign each employee the tasks they are qualified for. Teamlead uses these assignments to roster on skill and fit, automatically.
- ✓Available versus assigned tasks in one clear view
- ✓Assign or remove with one click — instantly reflected in the roster
- ✓Works for counter, phone, email, day start and custom tasks
Coverage
Coverage predicted from your data
Teamlead forecasts the volume per day and interval, then puts the required headcount next to what you have scheduled. You see whether the roster covers demand before you publish — not on Monday.
- ✓Predicted volume translated to required FTE per day and interval
- ✓Real-time match between forecast demand and actual scheduling
- ✓Gaps and surplus visible — fix them before the schedule goes live
"From Excel files to clear planning in Teamlead. It helps me deploy our KCC staffing far more effectively. In one glance I can see whether staffing is correct and where I need to intervene. It is intuitive and easy to configure."
See it for yourself in 15 minutes
Book a demo and we will show you how Teamlead would handle your planning — with your team, your rules.
Book a demo