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Workforce

Workforce

Categories

  • Workforce Sales APIAn overview of WorkforceRun Workforce on a web browserView the staff dashboardSwitch between GIR applicationsAccess WorkforceFind your way around Workforce
    • Modify an employee's assigned work centerManage or modify employee profile and personal dataCreate employee termination proposal
    • Export employee dashboard informationUse the employee dashboard to manage your teamManage employee detailsCustomize the employee panelCreate an employeeFilter the employee gridAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeChange an employee’s email address
    • Assign Business Units to employees
    • Create employee modification proposalCreate employee registration proposal
    • Supervise employee modification proposalReview employee modification proposalSupervise employee registration proposalSupervise employee termination proposal
    • Review employee termination proposalReview employee registration proposal
    • Understand overlapping holidaysSet up carryover of leave between yearsCreate holidays
    • Record absenteeism incidents in the Workforce AppEdit absenteeism incidentsDelete holidays or absenteeism incidencesEnter absenteeism incidents
    • Create payroll incidencesConfigure indirect work for a shift
    • Review Payroll Incident
    • Close Payroll Incidence
    • Revise indirect work within the shiftView shiftsSet up sales forecastAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationConfigure shift optimizationUnderstand how employees are considered for optimizationView productivityView sales forecastUnderstand the types of optimizationView personnel costsPrint, assign, and swap shiftsView absenteeism incident from a shiftView shift graphs and analyticsDelete and restart weekly shifts (ROTAs)Copy shiftsMark shift as completedConfigure favorite shiftsChange the order of employees in a shiftManage workstations for all employees in a ROTA
    • Review shifts
    • Close shifts
    • Save, load, and edit shift templates
    • Customize the shift scheduler view by dateGenerate a schedule with optimizationManage scheduling forecastsAdd or remove employees from a work centerConfigure clusters in the schedulerAdd a generic positionManage favourite shifts and sequencesConfigure sales forecastAssign favourite shifts or sequences to an employeeView specific day information on the schedulerManage employees in the shift schedulerOptimize the shift planner view using employee KPIsGetting to know the new schedulerPlanning shifts in the scheduler gridManage shift status in the SchedulerManage alerts in the SchedulerManage shift statusView your team's labor complianceSet up a work center for the schedulerManage workstationsView employee shift requestsCreate a shift manually in the schedulerManage shifts with the schedulerView shifts filled with ShiftFinderFilter and group employees in the schedulerAccess logs within the schedulerManage scheduler alertsEnter employee shifts by batchConfigure the schedulerAccess the schedulerSet up favourite shifts and sequencesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationUnderstand how employees are considered for optimizationUnderstand the types of optimization
    • Create a shift proposalView shifts filled with ShiftFinder
    • Set up and manage T&A alerts in GIRnet
    • View who has not clocked in or outPunch in by codeEnter or adjust worked time on a Timesheet
    • Access & review timesheets
    • Close worked time in Workforce
    • Budget hours based on effective timeCreate a budget of hours
    • Budget hours based on contracted timeCreate a budget of hours
  • Manage tags in employee documentationSign a documentEdit details in employee documentationView, filter, and export employee documentationUpload and assign a document
  • Get all the information needed for a settlementView read and confirmed shiftsView reports on employee transfersView an employee length of service per unitUnderstand if a contract is about to endView the attendance control report for an inspectionView complementary (variable) hoursGenerate a ROTAs control reportGenerate ROTA KPIs reportGenerate reports on workers' night hoursView hours worked by employee or work centerAnalyze projected vs. actual worked time
    • Configure public holidays in Workforce (GIR3)Set up local holidays
    • Generate business unit report
    • Create new categoryGroup categories
    • Set absences to count as vacation daysSet up incidents that do not accrue holidaysSet up a mandatory rule for Agreements or ContractsConfigure employee collective agreements
    • Manage non-holiday periods in Workforce using GIR 3
    • Set absences to count as vacation daysCreate new contractsSet up complementary (variable) hoursUnderstand employee variable hours and overtime
    • Set Cost of Labour
    • Export and import direct work tablesSet up direct work for a workstationSet up direct work tablesSet up direct work by service demandUnderstand Direct Work
    • Change GIR Staff ConfigurationSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileMass activate employees with a profile on GIR StaffSet time & attendance superusersAssign a GIR Staff profile to an employee
    • Make a field mandatory in the employee recordAdd a new field to the employee record
    • Ideal staff configuration
    • Configure indirect work
    • Change balancesUnderstand when a balance has not been posted to an employeeSet up labour quotasAnalyze balances
    • Manage non-holiday periods
    • Understand if a contract is about to endConfigure incident notifications
    • Configure night workSet up working hours
    • Assign opening hours by date
    • Set up a personnel report with payroll informationEdit fields of a payroll incidences report
    • Manage Settlement Periods in GIR 3Configure or change payroll periods
    • Configure permissions for workforce managementSet up roles for the schedulerAdd or edit roles to set up permissionsAssign roles to users
    • Create a workstationView productivity
  • Record absenteeism incidents in the Workforce AppCreate a shift proposal in Workforce AppAccept or reject a shift proposal through Workforce AppAccess Workforce AppFinding a planned shift in the Workforce app
  • Change GIR Staff ConfigurationSet up a work center for the schedulerSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileAccess GIR StaffManage GIR usersCreate and manage GIR usersActivate GIR userDeactivate GIR userAssign users to business unitsAssign business units to users
  • Manage Clock In and Clock Out using offline modeClock in or out with SmartHubClock in breaks with SmartHubChange workstation during a shiftCompleting surveys in SmarthubView the action timeline in SmarthubAlerts in SmarthubOffline mode in SmarthubConfiguration options in SmarthubRegister an employee on SmartHubTroubleshoot SmartHubManage employee time & attendance sign-in codes with SmartHub

Labour quotas

4 articles

Set up and monitor labour quota targets across business units.

Change balances

  • Business units

Through the scheduler, Workforce makes it easy for managers to organize shifts by groups of business units, either custom clusters or groupings of units by location, country, among other parameters.

Read article

Understand when a balance has not been posted to an employee

  • Users
  • Reports
  • Dashboards

Workforce allows users to visualize and customize a staff dashboard. This dashboard shows a complete set of aggregated Workforce Analytics data.

Read article

Set up labour quotas

  • Users
  • Employees
  • Administration

Workforce allows users to manage and track work balances in detail. Through the reporting tool, managers and personnel managers can analyze the balances previously configured per center and per worker.

Read article

Analyze balances

  • Policies
  • Contracts

In Workforce, the configuration of agreements and contracts establishes the work parameters that employees will follow. In this configuration, mandatory rules are directly associated with shift scheduling and are used…

Read article
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Workforce

Workforce

Categories

  • Workforce Sales APIAn overview of WorkforceRun Workforce on a web browserView the staff dashboardSwitch between GIR applicationsAccess WorkforceFind your way around Workforce
    • Modify an employee's assigned work centerManage or modify employee profile and personal dataCreate employee termination proposal
    • Export employee dashboard informationUse the employee dashboard to manage your teamManage employee detailsCustomize the employee panelCreate an employeeFilter the employee gridAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeChange an employee’s email address
    • Assign Business Units to employees
    • Create employee modification proposalCreate employee registration proposal
    • Supervise employee modification proposalReview employee modification proposalSupervise employee registration proposalSupervise employee termination proposal
    • Review employee termination proposalReview employee registration proposal
    • Understand overlapping holidaysSet up carryover of leave between yearsCreate holidays
    • Record absenteeism incidents in the Workforce AppEdit absenteeism incidentsDelete holidays or absenteeism incidencesEnter absenteeism incidents
    • Create payroll incidencesConfigure indirect work for a shift
    • Review Payroll Incident
    • Close Payroll Incidence
    • Revise indirect work within the shiftView shiftsSet up sales forecastAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationConfigure shift optimizationUnderstand how employees are considered for optimizationView productivityView sales forecastUnderstand the types of optimizationView personnel costsPrint, assign, and swap shiftsView absenteeism incident from a shiftView shift graphs and analyticsDelete and restart weekly shifts (ROTAs)Copy shiftsMark shift as completedConfigure favorite shiftsChange the order of employees in a shiftManage workstations for all employees in a ROTA
    • Review shifts
    • Close shifts
    • Save, load, and edit shift templates
    • Customize the shift scheduler view by dateGenerate a schedule with optimizationManage scheduling forecastsAdd or remove employees from a work centerConfigure clusters in the schedulerAdd a generic positionManage favourite shifts and sequencesConfigure sales forecastAssign favourite shifts or sequences to an employeeView specific day information on the schedulerManage employees in the shift schedulerOptimize the shift planner view using employee KPIsGetting to know the new schedulerPlanning shifts in the scheduler gridManage shift status in the SchedulerManage alerts in the SchedulerManage shift statusView your team's labor complianceSet up a work center for the schedulerManage workstationsView employee shift requestsCreate a shift manually in the schedulerManage shifts with the schedulerView shifts filled with ShiftFinderFilter and group employees in the schedulerAccess logs within the schedulerManage scheduler alertsEnter employee shifts by batchConfigure the schedulerAccess the schedulerSet up favourite shifts and sequencesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationUnderstand how employees are considered for optimizationUnderstand the types of optimization
    • Create a shift proposalView shifts filled with ShiftFinder
    • Set up and manage T&A alerts in GIRnet
    • View who has not clocked in or outPunch in by codeEnter or adjust worked time on a Timesheet
    • Access & review timesheets
    • Close worked time in Workforce
    • Budget hours based on effective timeCreate a budget of hours
    • Budget hours based on contracted timeCreate a budget of hours
  • Manage tags in employee documentationSign a documentEdit details in employee documentationView, filter, and export employee documentationUpload and assign a document
  • Get all the information needed for a settlementView read and confirmed shiftsView reports on employee transfersView an employee length of service per unitUnderstand if a contract is about to endView the attendance control report for an inspectionView complementary (variable) hoursGenerate a ROTAs control reportGenerate ROTA KPIs reportGenerate reports on workers' night hoursView hours worked by employee or work centerAnalyze projected vs. actual worked time
    • Configure public holidays in Workforce (GIR3)Set up local holidays
    • Generate business unit report
    • Create new categoryGroup categories
    • Set absences to count as vacation daysSet up incidents that do not accrue holidaysSet up a mandatory rule for Agreements or ContractsConfigure employee collective agreements
    • Manage non-holiday periods in Workforce using GIR 3
    • Set absences to count as vacation daysCreate new contractsSet up complementary (variable) hoursUnderstand employee variable hours and overtime
    • Set Cost of Labour
    • Export and import direct work tablesSet up direct work for a workstationSet up direct work tablesSet up direct work by service demandUnderstand Direct Work
    • Change GIR Staff ConfigurationSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileMass activate employees with a profile on GIR StaffSet time & attendance superusersAssign a GIR Staff profile to an employee
    • Make a field mandatory in the employee recordAdd a new field to the employee record
    • Ideal staff configuration
    • Configure indirect work
    • Change balancesUnderstand when a balance has not been posted to an employeeSet up labour quotasAnalyze balances
    • Manage non-holiday periods
    • Understand if a contract is about to endConfigure incident notifications
    • Configure night workSet up working hours
    • Assign opening hours by date
    • Set up a personnel report with payroll informationEdit fields of a payroll incidences report
    • Manage Settlement Periods in GIR 3Configure or change payroll periods
    • Configure permissions for workforce managementSet up roles for the schedulerAdd or edit roles to set up permissionsAssign roles to users
    • Create a workstationView productivity
  • Record absenteeism incidents in the Workforce AppCreate a shift proposal in Workforce AppAccept or reject a shift proposal through Workforce AppAccess Workforce AppFinding a planned shift in the Workforce app
  • Change GIR Staff ConfigurationSet up a work center for the schedulerSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileAccess GIR StaffManage GIR usersCreate and manage GIR usersActivate GIR userDeactivate GIR userAssign users to business unitsAssign business units to users
  • Manage Clock In and Clock Out using offline modeClock in or out with SmartHubClock in breaks with SmartHubChange workstation during a shiftCompleting surveys in SmarthubView the action timeline in SmarthubAlerts in SmarthubOffline mode in SmarthubConfiguration options in SmarthubRegister an employee on SmartHubTroubleshoot SmartHubManage employee time & attendance sign-in codes with SmartHub
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