The document discusses advanced scheduling software and its benefits. It can help with the entire scheduling cycle, including collecting availability, creating schedules based on availability and regulations, allowing changes, and transferring schedules to payroll. It involves employees submitting availability and requests, schedulers creating master templates and schedules, supervisors updating and approving changes, and payroll processing time sheets. The scheduling process includes assembling availability, creating schedules, editing schedules, and confirming final schedules.

1. ALTUS ALLIANCE 2016
Optimize your
workforce with
Advanced Scheduling

2. • James Faw
• VP Product Innovation,
Founding Partner
• Dynamics NAV Product
Specialist

3. Session Agenda
1. About this session
2. Introductions
3. What can Advanced Scheduling Help with ?
4. Understanding the Process
5. Questions

4. What can AdvancedSchedulinghelpwith?
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.

5. 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.

6. UNDERSTANDING THE
PROCESS

7. Understanding The Process
Assemble
Availability
Request/bid for
open shifts
Vacation or sick time
requests
Create
Maintains Template
Create Schedule
Use Intelligent
seniority/ availability
Fill open shifts
Publish
Edit
Update with
changes
Review/ approve
shift requests
Review/ approve
change requests
Confirm
Employee reminder
and confirmation
Supervisor approval
Payroll processing

8. 1. Assemble
Employee
•Submit Availability
•Request Open Shifts
•View My Schedule &
Location Schedule
•Enter Attendance
Requests

9. 2. Create
Scheduler
•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

10. 3. Edit
Supervisor
•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

11. 4. Confirm Employee
•Confirms final schedule as a timesheet
Supervisor
•Approves the final schedule for each
location
Payroll
•Retrieves all timesheets for payroll
processing

12. Questions & Answers

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