Top 10 Workforce Planning Tools

Top 10 workforce planning tools

Teaser: A workforce planning tool increases efficiency and productivity. Finding the right one depends on business needs, pricing, and features provided.

The purpose of a workforce planning tool is to help any company stay organized and identify any gaps between current staff and future needs. These data-driven tools assist companies in anticipating staffing needs while reducing risks and saving costs.

While numerous workforce planning tools exist in the market, how can one identify what’s best for you? We have done the legwork for you. Here’s our roundup of the 10 best workforce planning tools in the market.

What is a workforce planning tool?

By definition, workforce planning is the process of understanding workforce supply and making adjustments as per business needs and conditions. Therefore, a workforce planning tool is a digital or paper-based tool that aids this analysis process. It helps identify any potential gaps between the current workforce (your current set of employees) and future needs (based on upcoming demand or projects).

A workforce management tool leads to better, more informed decision-making. It eliminates guesswork and questions like, “Do we have enough staff and skills to take on these new projects?” and “How many people will we need to complete this milestone?”

Examples of workforce planning tools include:

  • Resource management software like eRS
  • Benefits management tools like Gusto or Bamboo HR
  • Strategic mapping, like a SWOT analysis

Benefits of a workforce planning tool

When workforce planning tools are used correctly, benefits to an organization can include:

  • Data-backed decision-making that eliminates guesswork and helps you predict future resource needs. Picture this: You have a customer service team, and your goal is to improve customer satisfaction rates by 10% in the upcoming year. A few experienced customer service reps are due to retire in the same year. A workforce tool will highlight that gap and help you make sufficient hires that will help you hit the 10% increase in customer service rating.
  • More cost savings. A company’s greatest expense is its employees. And the more you have to fight for talent or make last-minute hires, the greater this expense will be. With a workforce planning tool, you can decrease your recruitment costs. The tool will highlight exactly how many employees you need and help you prevent overstaffing issues.
  • Great labor optimization. The right workforce planning tool can help you identify the right talent for a job at the right time. By forecasting labor needs and costs, you can optimize resource allocation—ensuring that everyone has a sufficient workload (not too little or too much). This approach helps maintain the required numbers for projects and departments without overspending on labor costs. Furthermore, the tool can ensure that the right people are available at the right time.
  • Improved employee engagement and retention. A workforce planning tool helps you identify the right people for tasks while ensuring no one is overburdened. When employees get to work in an environment that satisfies their skills while maintaining a balance, they are happier and less likely to leave.
  • More organizational agility. When you are able to match supply to demand consistently, your organization is better at adapting to the changes in the market and beyond. Furthermore, if you’re using a digital tool, the extra time that goes into manually calculating workforce requirements is eliminated.

Which kind of workforce planning tool should you use: manual or software?

Manual methods may be suitable for small businesses that don’t have many employees or simple needs. However, we are in the age of technology, and as any business grows and workforce dynamics become more complex, software solutions become essential.

Manual workforce planning tools are also more prone to human errors like spreadsheet formula mistakes. These overnights can lead to missed opportunities, poor decisions, and increased costs. Manual workforce planning tools primarily rely on dated data. One person has to manually enter the data, such as resource availability or tasks they are assigned. And then, by the time the calculations are processed, the resource requirement might have changed.

Software, with all its real-time data and features, like AI-powered predictive modeling and automated data collection, makes your workforce planning journey accurate and effective. Software-driven systems are more accessible to scale, something that’s a must to thrive in today's dynamic business landscape.

A software-based tool is also easier to understand as they are more visual. Reports can be generated on the go, and therefore, the decision-making time is substantially less. Let’s admit it: spreadsheets can get boring, and it takes time to generate a report. With a software-based workforce planning tool, you can save time and focus on more important tasks, making your work more efficient and productive.

Top 10 workforce planning tools

Strategic workforce planning isn't possible without the right planning tool. Fortunately, we have made things easier. We examined the top software solutions in the market and have provided a detailed snapshot of their advantages and price points.

eResource Scheduler

Meet eRS: A powerful workforce planning tool for different types and sizes of businesses. It can be used in construction, healthcare, software, professional services, and many other markets. The software features all the “must-have” features, like real-time data reporting, capacity modeling, scheduling, and resource utilization rates.

eRS is a visual tool that makes it easy to understand workforce inefficiencies and whether you have loaded a resource too much. The resource overload indicator enables users to quickly identify and address such issues effectively.

The system’s centralized database houses all pertinent information regarding all the employees, no matter where they are based. A project or business leader can enter the required specs and quickly identify who is the right person for a task. At the end of the day, successful projects come from having the right people available at the right time for the right task.

One of the most lauded features of eRS is its ability to show actual vs. planned effort, costs, and utilization. If you planned a task to take 3 hours and it actually takes the employee only 2.5 hours, you will be able to use this data to improve project planning measures.

  • Pricing: eRS provides various modules, including timesheets, scheduling, and financials, with the scheduling (core) module priced at $5 per resource annually. We do provide discounts for customers who opt for our annual subscription plan.
  • Top features: drag-and-drop scheduling, multiple scheduling views, customization of project and resource type form, open API for easy integrations, planned vs. actual utilization report, and resource and project-level financials.
  • Best all-rounder software system.
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Runn

Runn is an all-in-one workforce management platform that helps companies plan, manage, and deliver work and their employees. It has a centralized location for all project-related information, including tasks, deadlines, and resource allocation.

Users of Runn love the software for its ease of use, scalability, and visual appeal. For instance, Runn has a color-coded visual chart that shows team capacity and workload distribution.

Some of the key features of Runn are:

  • Real-time resource planning: Visualize team capacity and workload distribution.
  • Accurate forecasting: Predict future resource requirements based on historical data.
  • Profitability tracking: Monitor the financial performance of projects and teams.
  • Time tracking: Accurately record time spent on tasks and projects.
  • Integration with popular tools: Seamlessly connect with other tools like Slack, Microsoft Teams, and Google Calendar.
  • Pricing: Runn is free for managing up to five people, for unlimited projects. The Pro package starts at $8 per person and includes API integrations and live chat support.
  • Runn is best for software companies, creative agencies, and consulting businesses.

Workfront

If you're looking for a workforce planning tool that could provide a detailed overview of your employee's schedules and your entire project workflow, then Workfront by Adobe is an option. This cloud-based, complete project management tool is used by giants like Sony, AMC, and Cisco. The tool includes a variety of features like resource requests, time tracking, digital asset management, financial reports, and workflow templates.

Workfront seamlessly integrates with other tools like Adobe Creative Cloud, Microsoft Office, and Google Workspace.

Other top features include:

  • Workflow Automation: Automate repetitive tasks and streamline workflows.
  • Project and task prioritization. Manage multiple projects and prioritize them as per business needs and urgency.
  • Task management and allocation: Ability to create tasks and assign them to the right employees.
  • Pricing: This is not disclosed on the website but is available on request.
  • Workfront is best for large enterprise businesses with complex projects and multiple stakeholders.

Workday

Workday, favored by over 9000 customers (including Fortune 500 companies), claims to be different from other workforce planning tools because it all goes beyond what other enterprise resource planning software offers. This unfragmented app has AI at its core, making it superior to existing legacy systems.

The tool, designed to help companies manage their resources and processes, offers a range of features like real-time reporting, remote employee tracking, and a centralized HR database.

Workday’s other prominent features are:

  • Easy data access. Users can track data and financial reports via their mobile phones.
  • Seamless integration. The open API makes Workday easy to sync with other enterprise systems like Microsoft Office 365 and Salesforce.
  • Workforce planning: Identify future resource needs and ensure demand is met.
  • Financial projections: The software has a range of insightful financial reports that make it easy to make and track project budgets.
  • Pricing: This is not disclosed on the website, and the company chooses to offer a quote directly to interested clients.
  • Workday is best for mid-to-large-sized businesses that have multiple locations. The software works well across healthcare, manufacturing, finance, education, and technology sectors.

Visier

Visier, used at companies like Micron, EA, Nielsen, and Bridgestone, is a robust analytics and collaborative solution that has a “Visier People” module. Like most of the new workforce planning apps, Visier too has a powerful AI running the show.

Visier allows HR teams, company leaders, and project managers to exactly understand their current and future resourcing needs. The software lets you make adjustments on the go, so your forecasts and projections are always accurate. It lets you see the big picture of your people (such as headcount, turnover, mobility, etc.) so you can make informed decisions.

Visier also has other workforce planning solutions that allow you to address pressing questions like, “What will my headcount look like a year from now?” and “How can we fill the talent gaps we have?”

  • Pricing: Visier’s pricing is not currently disclosed. But if you get in touch or request a demo, you should be able to get a better understanding of their costs.
  • Visier is primarily suited for mid-market to enterprise clients across multiple industries.

Planful

Planful is a flexible yet powerful end-to-end workforce planning tool. Like other workforce planning tools, Planful can help you identify skill gaps and develop training programs, and it can even be used for succession planning. Some of Planful’s most noted customers include Five Guys, Bose, Temple University, and Nerdwallet.

Planful eliminates all the manual workforce planning, filling shift data, and tracking progress. It breaks through organizational silos and makes collaboration between different departments a breeze by providing a unified data source. The software also lets you build multiple “what-if” scenarios to plan for the unexpected.

Some other notable features include:

  • Built-in templates and workflows that reduce the tedious tasks of importing data.
  • Headcount forecasting, employee cost management, and scenario planning features that allow HR and finance teams to match workforce plans with strategic goals.
  • Pricing: The pricing is not publicly disclosed and is typically customized based on factors like number of users, modules required, and level of customization.
  • Planful is ideal for businesses in technology and financial markets that are rapidly growing.

ChartHop

Wish to break free from Excel spreadsheets and build a workforce plan that’s easily customizable? Consider ChartHop. ChartHop offers a straightforward and visual approach to workforce planning that comes with customizable workflows, scenario planning, and budgeting features. The tool also has AI-powered dashboards that allow you to see the complete picture of your company’s people.

ChartHop promotes communication, transparency, and data-driven decisions with its easy-to-understand visual representations of your workforce, such as organizational charts, headcount plans, and succession plans. The software can easily integrate with payroll systems and other popular digital tools like Gusto, Slack, and Google Workspace.

  • Pricing: ChartHop’s pricing is based on modules. The first module will cost $6 per person, and any module purchased after that will cost just $3 per person.
  • Charthop is great for any small- to medium-sized organization that has a lot of remote workers.
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Paymo

Paymo advertises itself as an affordable and complete project management tool for small businesses. The tool can track time, tasks, and financials, manage project workflow, and send invoices. With Paymo, you can break down big projects into manageable tasks, prioritize them, and then assign a resource for each. The tool is meant to streamline workflows, enhance productivity, and improve overall project visibility.

Are you wondering why to pick Paymo? Here are some of its best features:

  • Paymo has an intuitive interface that makes it easy to learn and use.
  • Software is scalable and can grow with your business.
  • Has a financial module that can assist in managing budgets, tracking expenses, and generating detailed reports.
  • Visual tools like KanBan boards and GANTT charts that make it easy to identify project dependencies.
  • Pricing: Paymo has a lifetime free version that is ideal for managing up to 10 projects. The starter package starts at $3.9 per user per month. The Small Office package is $6.90 per user per month.
  • Paymo was created for creative digital marketing agencies and design studios. But many small business owners can benefit from what the app has to offer.

ClickUp

ClickUp, diverse in its capabilities, is not just another workforce planning software. It’s a completely customizable tool that seamlessly merges into your organization’s workflows and systems while optimizing all processes and ensuring peak performance. What people love about ClickUp is that every part of a project can be broken down into lists, tasks, and subtasks. A project manager can easily identify which employee will be the perfect fit for each and then monitor the progress.

ClickUp also provides a visual activity chart that highlights each person’s workload, improving resource utilization. The software is intuitive and requires no special training or coding knowledge.

Below are a roundup of ClickUp’s best features:

  • Select from over 15+ project views.
  • Centralized scheduling and resource information
  • Ability to track resource utilization.
  • Ease of interfacing with external apps and legacy systems.
  • Break down projects into smaller tasks and prioritize.
  • Pricing: ClickUp has a forever free version. The Unlimited version is at $7 per person per month, and the Business plan is at $12 per person per month. They also provide customized rates for enterprises.
  • ClickUp can work well for a small company to a large enterprise. Most of their clients are sales and marketing teams or companies.

ActivTrak

ActivTrak is more than just a workforce planning software—it provides a unique blend of productivity, employee satisfaction, and well-being. ActivTrak traditionally started out just as an employee monitoring tool. However, it has since expanded its offerings to include workforce planning.

It provides valuable insights into employee productivity (who is doing what and how much they can take on), which can help businesses optimize resource allocation. The software makes it easy to identify work patterns and potential bottlenecks. With ActivTrak, leaders can make data-driven decisions that drive their overall efficiency.

ActivTrak is very intuitive to use. However, it’s quite feature-rich. Therefore, it’s easy to feel overwhelmed and try to do too much too soon. Some customers have noted that the installation and onboarding process can be a bit slow.

  • Pricing: ActivTrak Essential costs $10 per user (if billed annually). The Enterprise subscription is at $16 per user.

How do you select the right software?

Even with our narrowed-down list of workforce planning tools, picking just one is not easy. Therefore, invest in a workforce planning tool that:

  • Is User-Friendly: A steep learning curve can hinder adoption. Choose a tool that’s intuitive and easy to navigate.
  • Integrates Seamlessly: Ensure compatibility with your existing systems to avoid fragmented data and manual work.
  • Scales with Your Business: As your organization grows, your tool should be able to accommodate increased complexity and volume.
  • Offers Customization: Tailor the tool to your specific workflows and processes for maximum efficiency.
  • Provides Data-Driven Insights: Leverage advanced analytics to make informed decisions and optimize your workforce.

Also read:

Blog Author
CEO & Founder
Rudraksh Vyas
Rudraksh Vyas, an accomplished CEO at ENBRAUN since 2011, has a proven track record in leading and growing technology-driven businesses. His expertise lies in product development, client management, and implementing effective business strategies, ensuring robust financial and resource management. Prior to his current role, Rudraksh honed his skills in business development, where he excelled in account management and export marketing. He holds a PMP certification from the Project Management Institute and an MBA in International Business from the University of Technology Sydney. Rudraksh's journey reflects a deep commitment to excellence and innovation in the tech industry, making him a respected leader and visionary in his field.

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