How Scheduling Fits Your Business.
1. Experience
Your Workzoom Coach will seek to understand how you do business while demonstrating Workzoom’s functionality and how it can be fit to suit your needs.
How does scheduling currently work in your organization?
What are your current challenges with scheduling?
2. Collaborate
The success of Workzoom depends on you and your team communicating with your Coach! To make the most of Workzoom we will work together to:
Define schedule policy; set the schedule generation frequency and type of schedule (pattern, template, etc.)
Determine how employees or employee groups will be scheduled
Maintain generated schedule (ad hoc shifts, individual adjustments, mass changes)
Maintain templates and patterns
Assign schedule batches admin
Manage vacancies and ensure staff qualifications are considered where appropriate
3. Achieve
After fitting Workzoom to you, you will be able to:
Create and maintain auto-generated schedules
Improve overall visibility to scheduled, vacant, and available shifts
Pull KPI reports on absenteeism at the department and individual level
Easily determine qualified staff to fulfill shift vacancies
Adjust default schedules to meet organizational/production requirements
Use real–time scheduling data and employee time off to fill shift vacancies
All Scheduling Features.
Ad-hoc shifts
Add extra shifts to an open schedule at any time to increase capacity.
Batch schedules
Build schedules in batches based on a template and automatically distribute them to the appropriate supervisor to maintain.
Call out lists
Generate call out lists automatically with personnel qualified to fill a vacancy.
Crossover shifts
Schedule resources on crossover shifts and account for the work on the correct day based on your policies.
Email notifications
Notify personnel of shift changes and vacancies via email.
Fill vacancies
Fill vacancies by keying in employees into a grid or selecting from a dynamic list of qualified staff.
Meal times
Define meal start and end times and how they are accounted for.
Overtime visibility
View hours worked and planned to ensure resources are not going into overtime when filling shifts and vacancies.
Qualified fill
Access a list of staff qualified for the scheduled job based on seniority, certifications, time off, worker shift preferences, distance from job, etc.
Repeating pattern scheduling
Define schedules based on a repeating pattern and set them to generate automatically on a set frequency.
Schedule by job, group or person
Create and view schedules by jobs, groups or employees.
Schedule policies
Define template or repeating pattern schedules for auto-generation as far into the future as required.
Schedule visibility
Ensure real-time visibility to changing schedules through employee and manager self service, pushing to Google, Outlook or Apple calendars and extracting printable schedules.
Shift bidding
Make available shifts visible and empower staff to bid for shifts and managers to review bids a fill the shift.
Shift complements
Define shift complements per schedule to ensure sufficient coverage occurs for a job.
Shift dropping
Employees can drop a shift if they are unable to work it. Managers are notified, and once approved a vacancy is created in the schedule.
Shut down days
Include shut down days in the schedule.
Split shifts
Define split shifts on a schedule.
Templated scheduling
Create schedule templates and set them to generate on a set frequency.
Vacancy management
Gain real time visibility into vacancies created through approved leaves, shift drops, terminations, employee movement and changes to work requirements.
Who's in
See in real-time who is expected to work and who is and is not clocked in.
Work areas
Assign employees to a work area or group and designate a leader to manage schedules for the group.
All Scheduling Insight.
Groups with members
What groups are defined and who is included in those groups?
No-shows
Who is not showing up for their shift? Are the same employees consistently not showing up?
Schedule vacancies
What vacancies are there and what posts need to be filled?
Scheduled vs. worked
Compare scheduled to worked to understand how well schedule planning is working?
Schedules
Recap of the days schedule to understand who is scheduled to work today?
Shift state
What state is the shift in? Vacant, ad-hoc, substitution, planned?
Shift status
What is the status of the shift? Working, worked, no-show, scheduled, vacant?
Shifts with punches
What scheduled shifts have punches? What shifts were worked?
Substitution shifts
…
Template hours
What entries are included on the schedule template? How many scheduled hours are on the template?
Who is in or out
For those scheduled, who is in, out or a no-show?
Work areas & memberships
Who is included in each work group?
See It In Action.
Whether you’re happy with your current setup, just exploring options, or ready for a change, let’s talk. Plan a quick call to ask questions, see what’s possible, and get a feel for how Workzoom fits your team.
