Welcome to the Klacks Documentation

Klacks is the open-source platform for workforce scheduling in shift-based and field-service operations: build rosters automatically, optimize routes, and run it all through an AI assistant — On-Premise, with the AI model of your choice. Built for home care, hospitals, security, cleaning, and logistics companies.

This wiki explains how Klacks works, in bite-sized pieces. Each page takes just a few minutes to read — and everything can be tried out right away in the public Playground.

Get started right away

🎮 Try it out	Klacks Playground — login admin@test.com / P@ssw0rt1 (public test instance, data resets daily)
📦 Install	Download the On-Premise package — one command and Klacks is up and running
💬 Questions & community	Klacks community on Discord
🌐 Website	klacks-software.ch

The bite-sized pieces

About Klacks

• The Philosophy Behind Klacks — Data sovereignty, choice of AI, open source

Getting started

• Installation and Playground — Get Klacks running in a few minutes
• The Guided Setup Tour — Klacksy walks you through the basic setup
• Employees and Master Data — The foundation of every schedule
• Roles and Permissions — Supervisor and Admin, clearly distinguished
• Your Dashboard: Everything at a Glance — Klacks' home page with four reorderable sections: Overview, Coverage & Confirmation, Resources and Locations

Scheduling

• Auto-Planning: One Click, the Rest Runs in the Background — Calculation runs in the background, while you take care of other things
• The Schedule Grid: Your Interactive Time Matrix — The interactive time matrix with drag & drop
• Modular Planning: Divide and Conquer — Split large schedules without double bookings
• Approval Workflow: From Draft to Binding Schedule — From draft to sealed schedule
• Scheduling Rules — Rest periods, limits, and working days
• Period Closing — Close months with binding effect
• The Availability Grid: Who's Available, and When — Recorded down to the hour or the day, for internal and external staff
• The Life Cycle of a Shift: From Order to Segment — From editable order to sealed contract to plannable shift

Optimize & analyze

• Tour and Route Optimization — The best route, automatically
• Absences at a Glance — Vacation and sick leave as a Gantt overview
• Resource Monitor — Utilization at a glance
• Holidays and Calendars — Accurate down to the municipality
• Skill Relations — Klacksy learns on its own which of its abilities belong together
• Report Designer — Build your own reports
• Checking Schedule Quality: Violations, Gaps, and Skipped Placements — The three diagnostic tables after an assistant run
• Escalation and On-Call — Who gets called in what order when someone drops out

The AI assistant

• Klacksy: Your AI Assistant for Scheduling — Scheduling by voice or text, with free choice of model
• Klacksy as a Proactive Team Member — What Klacksy notices on its own — and how far it may go

Settings

Master Data & Organization

• Branches, Countries, Head Office Address, Work Basics, Qualification Catalog, Contract Templates, Overtime

Scheduling & Automation

• Scheduling Rule Defaults, Calendar Selection, Wizard Settings, Route Optimization API, Group Visibility

Klacksy Configuration

• LLM Providers and Models, Personality, Speech Input/Output, Autonomy Levels, Model Connectivity Check, Skill Suggestions, Macros

Communication & Integration

• Outgoing Email, Incoming Email, DeepL Translation, Identity Provider, ERP Drop Points, Messaging Channels, Payroll Export Handover

System & Security

• User Administration, Personal Access Tokens, Data Retention, Updates, Feature Plugins, Language Plugins, Spam Rules, General Settings

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Klacks is open source under the MIT license — source code on GitHub.