altus alliance 2016 - optimize your workforce with advanced scheduling
TRANSCRIPT
ALTUS ALLIANCE 2016Optimize your workforce with Advanced Scheduling
Introductions
• James Faw• VP Product Innovation,
Founding Partner• Dynamics NAV Product
Specialist
Session Agenda1. About this session2. Introductions3. What can Advanced Scheduling Help with ? 4. Understanding the Process5. Questions
What can Advanced Scheduling help with?
Scheduling supports all aspects of the scheduling cycle including:1. Collecting employee availability and vacation requests before
you start creating the schedule.2. Helping schedulers take into account staff availability, seniority,
regulatory requirements and other schedules when preparing a new schedule.
3. Allowing staff and supervisors to log changes to the schedule with any device throughout the cycle.
4. E-remind Employees and Supervisors to confirm and approve timesheets at the end of each cycle.
5. Transfer all time directly into payroll for processing.
Users involved in the Scheduling process
Employee• I need to see my schedule
across multiple locations• I want to choose shifts to
work• I can access my schedule at
any time and need to share with my colleagues
• I need to request time off or let my supervisor know when I’m sick.
Scheduler• I need to create schedules• I manage the master
templates and rotations• I function as the master
scheduler and deal with any issues the supervisors can’t manage.
Supervisor• I supervise staff • I need to be able to update
staff of any changes• I need to approve
timesheets
Payroll Administrator• I need to payroll on time• I need to update payroll
based on scheduled staff and timesheets.
UNDERSTANDING THE PROCESS
Understanding The ProcessAssemble
AvailabilityRequest/bid for open shiftsVacation or sick time requests
Create
Maintains Template Create ScheduleUse Intelligent seniority/ availabilityFill open shiftsPublish
Edit
Update with changesReview/ approve shift requestsReview/ approve change requests
Confirm
Employee reminder and confirmationSupervisor approvalPayroll processing
1. AssembleEmployee• Submit Availability• Request Open Shifts• View My Schedule &
Location Schedule• Enter Attendance
Requests
2. CreateScheduler• Scheduler/HR maintains Templates and
creates the Schedule• Fills open shifts with intelligent
seniority/availability lists• Replaces shifts for employees that are
not available to work• Publishes the Schedule online
3. EditSupervisor•Supervisor updates the schedule to reflect actual worked hours during the period
•Reviews and any shift requests and selects the best candidate
•Reviews and approves any changes to the schedule proposed by employees
4. Confirm Employee• Confirms final schedule as a timesheet
Supervisor• Approves the final schedule for each
location
Payroll• Retrieves all timesheets for payroll
processing
Questions & Answers
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Thanks for coming!@altusdynamics
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