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Why Excel will be less and less suitable for personnel planning in 2026

5 mistakes in Excel workforce planning to avoid in 2026

Excel is still widely used for personnel planning and work schedules. It is accessible, flexible, and familiar to many teams. However, practice shows that Excel will increasingly fall short in 2026.

Organizations are growing, teams are becoming more complex, and rules regarding working hours, breaks, and rest periods are becoming stricter. At the same time, employees expect more clarity and predictability in their work schedules.

In this context, the five mistakes in Excel workforce planning that you should avoid in 2026 are becoming increasingly common. Not because planners are not doing their job properly, but because Excel was not designed for modern workforce management challenges.

Error 1: Manual entry without protective controls

Excel relies entirely on the user. That may seem flexible, but it makes staff planning vulnerable.

What you see in practice

Why this is a risk in 2026

In many organizations, it must be demonstrated that work is carried out in accordance with clear agreements on working hours, breaks, and rest periods. Excel does not automatically check for this. Errors often remain invisible until a discussion or formal check arises.

Mistake 2: No central version of the truth

Staff schedules in Excel are often shared via email or shared folders. The result: multiple versions side by side.

Recognizable signs

Consequence

Work schedules are agreements. If these agreements are not clearly defined, unrest will arise. Both employees and planners will lose confidence in the schedule.

See also: view schedule via an app

Mistake 3: Changes cause stress instead of flexibility

Sick leave, vacation, and last-minute changes are part of everyday work. Excel is poorly equipped to handle this.

What goes wrong

Why this is problematic

In 2026, employees expect changes to be communicated clearly, promptly, and consistently. If this is not achieved, workforce planning will be perceived as unstable and unreliable.

Mistake 4: Rules and agreements are only checked after the fact

Excel does not support automatic compliance with agreements on working hours, breaks, and rest periods.

Specific risks

Why this no longer fits with modern workforce planning

Organizations are increasingly required to explain how they ensure compliance. Manual checks are prone to error and depend on individual alertness.

Error 5: Planning data is used more broadly than intended

What starts as personnel planning is sometimes also used for assessment or comparison without anyone noticing.

Why this is sensitive

Excel does not have a clear division of roles. Everyone with access can see everything. This conflicts with modern expectations regarding privacy and transparency.

What workforce planning will need in 2026

Future-proof workforce planning is not just about tools, but about clear principles:

Organizations that consciously address this issue experience greater peace of mind, fewer discussions, and increased trust.

Frequently asked questions (FAQs)

  • Will Excel still be suitable for personnel planning in 2026?

    For small teams sometimes, but for complex environments it is becoming increasingly difficult.

  • Why do so many errors occur in Excel schedules?

    Due to a lack of automatic checks on working hours, breaks, and rest periods, and the absence of real-time collaboration.

  • Does this apply only to certain sectors or countries?

    No. The sensitivity varies, but the underlying problems are recognizable everywhere.

  • Is switching complicated?

    Often not. The greatest benefits lie in overview, peace of mind, and clarity.

  • What is a good first step?

    Identify where Excel currently falls short in monitoring working hours, breaks, and rest periods.

  • Why will this become more important towards 2026?

    Due to stricter rules, higher expectations of employees, and increasing complexity in planning.

Conclusion

The 5 mistakes in Excel workforce planning that you should avoid in 2026 show that Excel mainly offers freedom, but little protection. In modern Workforce Management environments, that protection is essential — especially when it comes to breaks and rest periods, appointments, and transparency.

Those who look ahead to 2026 will opt for personnel planning that is reliable, explainable, and reassuring for everyone.

Is switching complicated? Read our customer stories here.

Becca Ligthart
About the author Becca Ligthart

Becca Ligthart is a passionate marketing and communications professional focused on providing practical tips and fresh insights for the effective deployment of WFM in businesses, with a strong focus on forward-thinking operations.

Questions, tips, ideas or contact? Email marketing@rr-wfm.com

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