Thozo Planning – Complete Employee Scheduling & Resource Planning Solution

Overview

Thozo Planning is a powerful workforce scheduling and resource planning solution that enables businesses to efficiently assign employees, manage work shifts, schedule projects, allocate resources, and optimize workloads. Managers can create schedules using an intuitive drag-and-drop interface while employees can view their assigned shifts, request changes, and stay informed in real time. Thozo Planning integrates seamlessly with Employees, Projects, Timesheets, Field Service, Sales, Attendances, Time Off, Payroll, and Calendar.

Note: In newer Thozo releases, Planning has become the central scheduling application for workforce planning and also incorporates Field Service scheduling capabilities.

Complete Planning Workflow

Employee / Resource Creation
          │
          ▼
Define Roles & Skills
          │
          ▼
Create Work Shifts
          │
          ▼
Assign Employees
          │
          ▼
Publish Schedule
          │
          ▼
Employee Views Schedule
          │
          ▼
Work Execution
          │
          ▼
Timesheets & Attendance
          │
          ▼
Reports & Analytics

Key Features

📅 Shift Planning

Create work schedules within minutes.

Features include:

  • Daily Shifts
  • Weekly Planning
  • Monthly Planning
  • Rotational Shifts
  • Night Shifts
  • Split Shifts
  • Flexible Scheduling
  • Open Shifts
  • Repeating Shifts

Managers can easily plan employee schedules using an interactive Gantt interface.

👨‍💼 Employee Scheduling

Assign shifts to:

  • Employees
  • Teams
  • Departments
  • Contractors
  • Temporary Staff

Track:

  • Assigned Employee
  • Shift Duration
  • Working Hours
  • Role
  • Project
  • Location

🎯 Role-Based Planning

Assign work according to employee roles.

Examples:

  • Sales Executive
  • Receptionist
  • Technician
  • Warehouse Operator
  • Cashier
  • Driver
  • Manager
  • Engineer
  • Consultant

Planning roles ensure the correct employee is scheduled for each task.

🏗 Resource Planning

Plan both human and material resources.

Examples:

  • Employees
  • Machines
  • Vehicles
  • Equipment
  • Meeting Rooms
  • Tools

Optimize resource utilization across projects and departments.

🖱 Drag-and-Drop Scheduler

Manage schedules visually.

Features:

  • Drag & Drop Shifts
  • Resize Shifts
  • Duplicate Shifts
  • Move Shifts
  • Reassign Employees
  • Quick Editing

Scheduling changes take only a few seconds.

🔄 Automatic Planning

Automatically generate schedules based on:

  • Employee Availability
  • Working Hours
  • Roles
  • Skills
  • Workload
  • Business Requirements

Auto-planning helps reduce manual scheduling effort.

📂 Shift Templates

Create reusable templates.

Examples:

  • Morning Shift
  • Evening Shift
  • Night Shift
  • Weekend Shift
  • Office Shift
  • Factory Shift

Templates simplify recurring scheduling.

🌍 Multi-Location Planning

Manage employees across:

  • Branch Offices
  • Warehouses
  • Factories
  • Retail Stores
  • Service Centers
  • Customer Sites

🏢 Department Planning

Schedule staff by department.

Examples:

  • HR
  • Sales
  • Marketing
  • Accounts
  • Purchase
  • Inventory
  • Manufacturing
  • Customer Support
  • Production
  • IT

⏰ Working Hours Management

Configure:

  • Daily Working Hours
  • Weekly Schedule
  • Break Times
  • Lunch Hours
  • Overtime
  • Flexible Hours

🌴 Leave & Availability Management

Automatically considers:

  • Approved Leave
  • Public Holidays
  • Employee Availability
  • Working Calendar
  • Time Off

Managers avoid assigning work to unavailable employees.

🔄 Shift Swapping

Employees can request:

  • Shift Exchange
  • Shift Coverage
  • Open Shift Assignment

Managers review and approve changes before schedules are updated.

📢 Open Shifts

Managers can create unassigned shifts.

Employees can:

  • View Open Shifts
  • Request Assignment
  • Cover Available Shifts

Useful for temporary staffing and last-minute scheduling.

📧 Employee Notifications

Automatically notify employees about:

  • New Shift Assignment
  • Schedule Updates
  • Shift Changes
  • Shift Cancellation
  • Open Shifts

Notifications can be delivered through Thozo and email.

📱 Mobile Access

Employees can:

  • View Work Schedule
  • Check Upcoming Shifts
  • View Assigned Projects
  • Receive Notifications
  • Review Schedule Changes

Managers can update schedules from mobile devices.

📅 Calendar & Gantt View

Multiple planning views include:

  • Gantt View
  • Calendar View
  • Employee View
  • Role View
  • Project View
  • Sales Order View

These views provide a complete overview of resource allocation.

⏱ Timesheet Integration

Automatically connect schedules with:

  • Timesheets
  • Billable Hours
  • Project Hours
  • Employee Productivity

Useful for service companies and consulting businesses.

📋 Project Planning

Assign employees directly to:

  • Projects
  • Tasks
  • Milestones
  • Service Orders

Integrated with Thozo Project.

🚚 Field Service Planning

Schedule:

  • Customer Visits
  • Installation Jobs
  • Repair Services
  • Maintenance Visits
  • Technician Assignments

Planning is closely integrated with Field Service scheduling.

💼 Sales Integration

Schedule resources based on:

  • Sales Orders
  • Service Products
  • Customer Contracts
  • Booked Services

This ensures sufficient staffing for customer commitments.

📊 Planning Dashboard

Monitor:

  • Scheduled Employees
  • Open Shifts
  • Employee Availability
  • Planned Hours
  • Workload Distribution
  • Resource Utilization

📈 Reports & Analytics

Generate reports such as:

  • Employee Schedule Report
  • Shift Analysis
  • Planned Hours
  • Resource Utilization
  • Attendance Analysis
  • Project Allocation
  • Department Workload
  • Overtime Report
  • Staffing Report

Reports help managers optimize workforce planning.

👥 Team Collaboration

Managers can:

  • Coordinate Teams
  • Assign Responsibilities
  • Balance Workloads
  • Track Employee Availability
  • Manage Shift Changes

🌍 Multi-Company Support

Manage planning across:

  • Multiple Companies
  • Multiple Branches
  • Multiple Departments
  • Multiple Teams

🌐 Multi-Language Support

Supports:

  • Multiple Languages
  • International Teams
  • Global Scheduling

🔐 Security & User Roles

Role-based permissions for:

  • Planning Manager
  • Department Manager
  • Team Leader
  • Employee
  • HR Manager
  • Administrator

Integration with Other Thozo Apps

Thozo Planning integrates seamlessly with:

  • Employees
  • Attendances
  • Time Off
  • Payroll
  • Projects
  • Timesheets
  • Sales
  • Field Service
  • Calendar
  • CRM
  • Helpdesk
  • Manufacturing
  • Discuss

These integrations allow scheduling to automatically reflect employee availability, project assignments, and customer service commitments.

Business Benefits

  • Faster employee scheduling
  • Optimized workforce utilization
  • Reduced scheduling conflicts
  • Better shift management
  • Improved employee productivity
  • Real-time schedule visibility
  • Lower administrative workload
  • Improved customer service
  • Better resource allocation
  • Increased operational efficiency

Industries We Serve

  • Manufacturing
  • Retail
  • Healthcare
  • Hospitality
  • Restaurants
  • Logistics
  • Construction
  • IT & Software
  • Consulting
  • Customer Support Centers
  • Field Service Companies
  • Warehousing
  • Education
  • Professional Services

Why Choose Thozo Planning?

  • Drag-and-drop scheduling
  • Automatic workforce planning
  • Role-based scheduling
  • Open shift management
  • Shift swapping
  • Resource planning
  • Project scheduling
  • Timesheet integration
  • Attendance & Leave integration
  • Field Service integration
  • Real-time dashboards
  • Advanced reporting
  • Cloud & On-Premise deployment
  • Suitable for SMEs and large enterprises

Deployment Options

Thozo Community Edition

The official Planning application is generally available as an Enterprise application. Community Edition users typically require custom development or third-party community modules to achieve similar workforce scheduling functionality.

Thozo Enterprise Edition

Includes:

  • Employee Scheduling
  • Shift Planning
  • Drag-and-Drop Planning
  • Auto Planning
  • Open Shifts
  • Shift Templates
  • Role-Based Scheduling
  • Timesheet Integration
  • Project Planning
  • Field Service Planning
  • Sales Integration
  • Advanced Dashboards
  • Reports & Analytics
  • Enterprise Support

Ideal For

  • Manufacturing Companies
  • Hospitals & Clinics
  • Hotels & Restaurants
  • Retail Chains
  • Logistics Companies
  • Warehouses
  • IT Companies
  • Call Centers
  • Security Agencies
  • Cleaning Services
  • Field Service Businesses
  • Construction Companies
  • Consulting Firms

Thozo Planning Modules

  • Employee Scheduling
  • Shift Management
  • Open Shifts
  • Shift Swapping
  • Role Management
  • Resource Planning
  • Project Scheduling
  • Sales Order Planning
  • Calendar & Gantt Views
  • Timesheet Integration
  • Attendance Integration
  • Time Off Integration
  • Field Service Planning
  • Workload Analysis
  • Reports & Dashboards

Thozo Planning provides a complete workforce and resource scheduling solution that helps organizations assign the right employees to the right tasks at the right time. By integrating with HR, Projects, Sales, Timesheets, Field Service, and Attendance, it enables businesses to optimize staffing, improve productivity, reduce scheduling conflicts, and efficiently manage workforce operations from a single platform