| Scheduling |
| Schedule Creation |
| Erase existing data and create a blank schedule |
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| Create a new schedule from example templates |
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| Scheduling Types |
| Shift-based scheduling |
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| Task-based scheduling |
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| Multi-location scheduling |
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| Skill-based scheduling |
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| Position-based scheduling |
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| Drag & Drop Scheduling |
| Drag/drop to quickly assign, move, copy, or swap shifts |
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| Drag/drop to quickly assign, move, copy, or swap time offs |
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| Copy data from past scheduling periods to make new schedules |
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Undo, add, edit, or delete shift assignments using right-click
menus
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Select best available employees to fill a shift based on
employee's labor cost, current work load, skills, seniority, and other
criteria
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| Adjust individual shift assignments’ start and end times |
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| Auto Scheduling |
| Auto generate work schedules for user-definable schedule plans |
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Create schedule plans for popular 8, 9, 10, 12, and 24 hour
shift patterns
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Support fixed, oscillating, staggered, mixed, and rotating shift
schedules
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| Preview generated schedules and make changes before committing |
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Custom plug-in support to auto generate schedules based on
company specific requirements, union agreements, labor laws, and employee
demographic information
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Task
Scheduling
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| Schedule tasks and breaks within an employee's shift |
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Show coverage (employee counts) for time intervals from 10 to 60
minutes
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| Show/hide tasks on task view |
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Reassign a task to the best available employee based on current
availability, current shift assignment, punch in status, and authorization to
work at the current task location
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Identify time gaps within a shift when an employee has no tasks
assigned
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| Track work hours and labor costs by task for each employee |
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| Schedule Views |
| Daily View by employee with work hour and labor cost totals |
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| Daily View by shift with coverage and work hour summary |
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Shift View with coverage summary by position, skill, and
assignment reason
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| Calendar view (Weekly and Monthly) |
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Task View with detailed task assignments and hourly coverage
summary
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| Task View by Task showing how well tasks are covered by the scheduled employees |
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Schedule outlook with daily staffing graphs and action item
reminders
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| Working with Schedule Views |
| User-configurable display data for individual schedule views |
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| Custom sort specifications for display data |
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| Custom display filters for employees, shifts, or locations |
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Color coded employee positions, shifts, time off reasons, and
tasks
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| Icons and color coded alerts for scheduling errors and conflicts |
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Memorized configuration settings and display preferences for
each user
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Schedule unlimited number of employees, shifts, and time off
requests
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| Add reasons to shift assignments |
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| Add notes to shift and time off assignments |
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Set required staffing levels by position, skill, and assignment
reason for each shift
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| Toggle on-call/standby shift assignments |
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| Email schedules to employees |
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| Real-time Scheduling Conflicts Detection |
| Shift assignment conflicts with employee's time off |
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| Shift assignment conflicts with a non-working day |
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| Duplicate shift assignments for same employee |
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| Overlapping shift assignments for same employee |
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| Employee not authorized to work at assigned shift location |
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| Assigned shift not applicable on selected day of the week |
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| Shift assignment reason does not apply to assigned employee |
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| Assigned employee has a skill that has expired |
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| Assigned employee has a skill that is about to expire |
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| Shift assignment conflicts with employee's availability |
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Not enough rest time between employee's consecutive shift
assignments
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| Task assignment is outside of allowed time window |
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| Task assignment starts before shift's start time |
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| Task assignment ends after shift's end time |
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| Duplicate task assignments for same employee |
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| Overlapping task assignments for same employee |
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| Employee not authorized to perform assigned task |
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| Employee daily work hours exceed maximum limit |
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| Employee daily work hours are below minimum limit |
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| Employee period work hours exceed maximum limit |
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| Employee period work hours are below minimum limit |
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| Employee daily overtime hours exceed maximum limit |
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| Employee period overtime hours exceed maximum limit |
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| Employee consecutive work days exceed maximum limit |
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| Employee Information Management |
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Maintain employee contact information, picture, position, hire
date, labor rate
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Limit hours an employee can be scheduled to work per day or per
work period
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Assign minimum and maximum work and overtime hours per day or
per work period for each employee
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Set an employee’s availability, desired work hours in multiple
periods for each day of the week
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| Designate authorized time off reasons for each employee |
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| Designate home and authorized work locations for each employee |
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| Allow up to 25 customizable fields for each employee record |
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| Define employee's skills/certifications and skill expiration dates |
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| Designate tasks that an employee is authorized to perform |
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| Designate if an employee is exempt from overtime pay |
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| Attendance Tracking and Labor Cost Controls |
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Automatically sums up employee work hours and calculates labor
costs while scheduling
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| Auto compute regular and overtime pay based on scheduled shifts |
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Auto compute shift premium and on-call pay based on user-defined
rules
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| Auto compute time off pay |
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| Generate Weekly, Bi-Weekly, and Period time cards |
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Punch view to show shift assignments and real-time tracking of
the employee’s clock in/out times
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View, edit, and add punch records to fix missed punches and
exceptions
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Show the variances between planned and actual work hours and
costs
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| Reports based on punch clock data |
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| Reports |
| Number of standard reports |
53 |
50 |
34 |
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Context sensitive filtering, sorting, and grouping of report
data
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Drill-down for more details, and make changes to the underlying
data
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| Options to configure report formats and contents |
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| Ability to include graphs and pictures in reports |
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Customize standard reports and save updated templates in
memorized report list for future use
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| Preview report before printing (what you see is what you get) |
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Export report data to Excel, PDF, RTF, HTML, and popular graphic
formats
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| Custom report development available for a fee |
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| Multi-Level Access Control |
| Multi-scheduler concurrent access |
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Role-based access control to accommodate full-time schedulers,
managers, occasional users, and read-only users
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| Unlimited user accounts and roles |
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Grant/deny command execution, view, add, edit, delete data
privileges to each role
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| Grant/deny access to running individual report to each role |
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Grant/deny access to sensitive data including labor costs and
employee information to each role
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| Grant/deny access to scheduling data at individual locations |
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| Collaboration with External Systems |
| Import employee data from Excel file |
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Custom plug-in support for data exchange with payroll and
external systems such as Workday, ADP, SAP, Kronos
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Cusom plug-in support to interface with third party Interactive
Voice Response (IVR) systems
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| API for custom software development |
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| Export data to Excel, PDF, RTF, HTML, and other popular formats |
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| Publishing Work Schedules |
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Print/export weekly and monthly shift assignment and time off
calendars
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Print/export employee
weekly and monthly calendars
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Print/export shift assignments, task assignments, on-call
assignments for selected time periods
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Publish schedules in PDF and other formats for Internet/online
viewing
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E-mail schedules to employees in HTML, text or iCalendar file
format
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| Employees can access their schedules online |
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| Employee Online Access and Self-Service |
| Viewing Schedule |
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Allow employees to view own schedules in user-defined time
periods
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| Option to view coworkers' schedules |
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Show schedule in monthly calendar format with color coded shifts
and status icons
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Filter to show/hide on calendar, shift assignments, time off,
time off requests, open shifts and shift trades
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Drill-down on calendar to show own and co-worker's shift
assignments, time offs, requests, trades
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Show shift assignment details with assigned tasks, notes, and
location with clickable Google Map
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| Requesting Time Off |
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Employees can make time off/vacation requests online or from
mobile devices
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Schedulers/managers can track, manage, approve, or deny time off
requests
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Employees can see approval status online and/or receive alerts
via in-app notifications
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| Shift Trade/Pick Up |
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Allow employees to post assigned shifts for bids/trades with
other employees
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Employees can invite all qualified or only selected co-workers
to bid
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Bidder can propose to swap shifts or to just take over the shift
assignment
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| Employee can choose a winner from the submitted bids |
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| Option to require scheduler approval for each trade |
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Schedulers and affected employees are instantly alerted on the
trade status
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| Self-scheduling with Open Shifts |
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Schedulers can create an open shift for a position with the
required employees and skills
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Only qualified employees can view open shifts and bid for the
shift they like
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Schedulers can approve or reject bids and affected employees
will be notifed
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| Punching In and Out |
| Employees can punch in and out of their assigned shifts |
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| Employees can punch in and out multiple times during a shift |
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| Schedulers can specify allowable clock in/out time windows |
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Schedulers can view punch data in real-time
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Schedulers can run report on
planned and actual work hours and costs
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| Time Card Information |
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Employees can view planned vs actual work hours for current,
previous, or next payroll cycle
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Show time card info for on call, overtime, paid and unpaid
time-off hours
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| Lookup Co-workers |
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Employees can look up coworker’s contact information to call,
text, or email
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Schedulers can decide who to include or exclude from the
directory
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| Update Availability and Contact Information |
| Allow employees to update their own contact information |
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Employees can update their availability to work for each dayof
the week, in multiple time segments
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| Technologies & Infrastructure |
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Runs in a Web browser on smart phones, tablets, laptops,
desktops with no download, no installation
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| iOS App available for employee access |
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| Android App available for employee access |
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| Data stored in a Microsoft SQL Server database on Microsoft Azure cloud |
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| Runs on Microsoft Azure cloud computing platform on Microsoft-managed datacenters |
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| Windows-based application |
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| Work with on-premise Microsoft SQL Server |
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| Work with Microsoft SQL Server Compact Edition |
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