10 Best Practices for Workforce Management for the Upcoming Holiday Season
The holiday season is one of the busiest times of the year for businesses. Retailers, eCommerce platforms, restaurants, hospitality providers, and logistics companies all experience a surge in demand. While this period presents huge opportunities for growth and revenue, it also brings significant workforce challenges. Staff shortages, scheduling conflicts, employee burnout, and inconsistent service are common pitfalls if businesses are not well-prepared.
This is where workforce management (WFM) becomes critical. Workforce management involves strategically planning, scheduling, monitoring, and optimizing your staff to ensure smooth operations. By adopting the right practices, companies can not only survive the holiday rush but thrive in it.
Below are the best practices for workforce management during the upcoming holiday season.
1. Forecast Demand Early
The foundation of effective workforce management lies in accurate demand forecasting. Analyzing data from previous years, customer trends, and current market conditions helps predict peak periods.
- Use sales history to anticipate staffing needs by day, week, and even hour.
- Incorporate external factors such as promotions, weather, or regional holidays.
- Leverage workforce management software or ERP tools to model scenarios.
Accurate forecasting ensures you neither under-staff (causing poor customer experience) nor over-staff (draining labor budgets).
2. Start Recruiting Seasonal Staff Ahead of Time
The competition for seasonal workers during the holidays is intense. Waiting too long to recruit can leave you scrambling to fill essential roles.
- Begin advertising seasonal job openings at least 8–12 weeks before the peak season.
- Partner with staffing agencies or use online platforms for quick hires.
- Offer referral bonuses to encourage current employees to recommend candidates.
Early recruitment gives you time to properly onboard and train new hires so they can perform effectively during the busiest weeks.
3. Train for Efficiency and Customer Service
Even with a large seasonal workforce, productivity suffers without proper training. Holiday staff often have limited time to learn, so training should be focused, practical, and efficient.
- Develop quick-start training guides and checklists.
- Use role-playing exercises for customer interactions.
- Pair new employees with experienced mentors for on-the-job learning.
- Train staff in handling high-stress situations to maintain service quality.
Well-trained staff not only work faster but also deliver better customer experiences—crucial during the holiday rush.
4. Create Flexible Scheduling Options
Rigid schedules are one of the top reasons employees experience stress or quit during peak seasons. Flexibility is key to keeping staff motivated and engaged.
- Implement shift-swapping tools to give employees more control.
- Offer part-time or split shifts for those who cannot commit to full days.
- Provide scheduling transparency by posting rosters weeks in advance.
By respecting work-life balance, businesses reduce absenteeism and improve retention during the season.
5. Optimize Workforce with Technology
Manual scheduling and tracking can’t keep up with the complexity of holiday staffing. Workforce management tools help optimize planning, track performance, and reduce administrative headaches.
- Use software to match staffing levels with predicted customer demand.
- Automate payroll, overtime, and compliance tracking.
- Monitor employee attendance in real time to prevent coverage gaps.
ERP systems like NetSuite staffing workforce management with sales, inventory, and operations, providing a 360° view that helps managers make smarter staffing decisions.
6. Incentivize and Recognize Employees
The holiday rush is physically and mentally demanding. Incentives keep employees motivated and focused on delivering their best.
- Offer performance-based bonuses, gift cards, or extra time off.
- Create small competitions such as “Employee of the Week” or sales contests.
- Celebrate milestones and acknowledge hard work during team meetings.
Recognition doesn’t always have to be monetary—sometimes a simple “thank you” goes a long way in boosting morale.
7. Communicate Clearly and Frequently
Breakdowns in communication are magnified during high-stress periods. Clear communication keeps teams aligned and reduces mistakes.
- Use digital platforms or mobile apps for quick updates on schedules and policies.
- Hold short, daily team huddles to discuss goals and challenges.
- Provide employees with clear escalation paths for issues or emergencies.
Transparency helps reduce confusion and empowers employees to perform confidently.
8. Focus on Employee Well-Being
Burnout is one of the biggest threats to productivity during the holidays. Overworked employees are more likely to make mistakes, deliver poor service, or call in sick.
- Monitor workloads and prevent excessive overtime.
- Provide regular breaks and encourage proper rest.
- Offer wellness perks such as healthy snacks or stress-relief programs.
- Create a supportive environment where employees feel valued.
By prioritizing well-being, businesses can sustain high performance throughout the holiday season without sacrificing employee health.
9. Plan for Contingencies
Even the best plans can go off track during the holidays. Last-minute absences, delivery delays, or sudden spikes in customer traffic are common.
- Maintain a pool of backup seasonal workers on standby.
- Cross-train employees to handle multiple roles.
- Use cloud-based scheduling to reassign shifts quickly when emergencies occur.
Contingency planning ensures operations don’t collapse under unexpected pressure.
10. Review and Learn for the Future
Once the holiday season wraps up, the work doesn’t end. Reviewing workforce performance helps identify strengths and areas of improvement for the following year.
- Collect employee feedback on scheduling, training, and workload.
- Compare staffing forecasts with actual performance data.
- Document best practices and challenges for next season.
This continuous improvement cycle ensures smoother and more efficient holiday workforce management year after year.
Final Thoughts
The holiday season can either be a time of chaos or a season of opportunity, depending on how well a business manages its workforce. By forecasting demand, hiring early, training effectively, leveraging technology, and prioritizing employee well-being, businesses set themselves up for success.
Adopting these best practices for workforce management not only ensures smooth holiday operations but also enhances customer satisfaction and employee loyalty. A strong workforce strategy during the busiest time of the year can lead to lasting gains in revenue, reputation, and team morale.
When businesses combine thoughtful planning with agile execution, they turn seasonal challenges into growth opportunities—making the holiday season not just profitable, but sustainable.
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