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Workforce

Workforce

Categories

  • An 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 centerFind employee code / GIR numberManage or modify employee profile and personal dataAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeCreate employee termination proposalCreate a new employee using the direct methodChange an employee’s email address
    • Create an employeeFilter the employee grid
    • 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
    • Set up carryover of leave between yearsUnderstand overlapping holidaysCreate holidays
    • Edit absenteeism incidentsRecord absenteeism incidents in the Workforce AppDelete holidays or absenteeism incidencesEnter absenteeism incidents
    • Create payroll incidencesConfigure indirect work for a shift
    • Review Payroll Incident
    • Close Payroll Incidence
    • Set up sales forecastConfigure enabled and default workstationsAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand how employees are considered for optimizationConfigure shift optimizationUnderstand the importance of stars in optimizationView productivityRevise indirect work within the shiftView shiftsView sales forecastView personnel costsUnderstand the types of optimizationPrint, assign, and swap shiftsView absenteeism incident from a shiftDelete and restart weekly shifts (ROTAs)View shift graphs and analyticsChange the order of employees in a shiftConfigure favorite shiftsMark shift as completedCopy shiftsSee and enable workstations for all employees in a ROTA
    • Review shifts
    • Close shifts
    • Save, load, and edit shift templates
    • Generate a schedule with optimizationPlanning shifts in the scheduler's gridManaging shift status in the SchedulerManage alerts in the SchedulerGenerate a schedule with optimizationManage scheduling forecastView your team's labor complianceManage shift statusSet up a work center for the schedulerView employee shift requestsAdd or remove employees from a work centerManage workstationsManage shifts with the schedulerAdd a generic positionView shifts filled with ShiftFinderConfigure clusters in the schedulerCreate a shift manually in the schedulerAccess logs within the schedulerFilter and group employees in the schedulerManage scheduler alertsView specific day information on the schedulerAssign favourite shifts or sequences to an employeeConfigure sales forecastManage favourite shifts and sequencesSet up favourite shifts and sequencesAccess the schedulerConfigure the schedulerEnter employee shifts by batchUnderstand default and enabled workstationsUnderstand how employees are considered for optimizationUnderstand the importance of stars in optimizationUnderstand the types of optimization
    • View shifts filled with ShiftFinder
    • View who has not clocked in or outPunch in by codeEnter or adjust worked time on a Timesheet
    • Access & review timesheets
    • Budget hours based on effective timeCreate a budget of hours
    • Budget hours based on contracted timeCreate a budget of hours
  • Manage tags in employee documentationView, filter, and export employee documentationUpload and assign a documentSign a documentEdit details in employee documentation
  • View reports on employee transfersGet all the information needed for a settlementView 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
    • Set up local holidays
    • Generate business unit report
    • Discard the costs of a categoryCreate new categoryGroup categories
    • Set up a mandatory rule for Agreements or ContractsSet up incidents that do not accrue holidaysConfigure employee collective agreements
    • Create 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
    • Add a new field to the employee recordMake a field mandatory in 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
    • Edit fields of a payroll incidences reportSet up a personnel report with payroll information
    • Configure or change payroll periods
    • Set up roles for the schedulerAdd or edit roles to set up permissionsAssign roles to users
    • Create a workstationView productivity
  • Create a shift proposal in Workforce AppAccept or reject a shift proposal through Workforce AppRecord absenteeism incidents in the Workforce AppAccess Workforce AppFinding a planned shift in the Workforce app
  • Set up a work center for the schedulerChange GIR Staff ConfigurationSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileAccess GIR StaffManage GIR usersCreate and manage GIR usersActivate UserDeactivate UserAssign users to business unitsAssign business units to users
  • Register an employee on SmartHubChange workstation during a shiftTroubleshoot SmartHubClock in or out with SmartHubClock in breaks with SmartHubManage employee time & attendance sign-in codes with SmartHub

Scheduler 2.0

32 articles

Use updated scheduling tools to manage team rotas.

Generate a schedule with optimization

Workforce allows general managers to generate a schedule with optimization to ensure that all parameters are considered when planning time for their team. Optimisation helps managers create efficient schedules by…

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Planning shifts in the scheduler's grid

In this tutorial, you will learn how to use the scheduler grid in Workforce to efficiently manage and assign shifts to employees. Below is a detailed breakdown of each step…

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Managing shift status in the Scheduler

In this video tutorial, we will explore how to manage and update shift statuses in Workforce, ensuring that scheduling remains clear and accurate. Here’s how to effectively handle this process:

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Manage alerts in the Scheduler

In this video tutorial, you will learn how to manage and clear alerts in the Workforce planning system, ensuring that employee shifts are correctly organised and free of conflicts. Here…

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Generate a schedule with optimization

Workforce allows general managers to generate a schedule with optimization to ensure that all parameters are considered when planning time for their team. Optimisation helps managers create efficient schedules by…

Read article

Manage scheduling forecast

Workforce allows managers to assign specific business to each employee, to organize staff according to different areas within the site.

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View your team's labor compliance

Workforce allows you to manage shift forecasting based on sales using the shift planner, so you can adjust staffing levels and ensure optimal service delivery.

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Manage shift status

Workforce allows managers to visualize the labor compliance of their teams through the scheduler, so they can ensure they are operating and performing their shift planning as required by law.

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Set up a work center for the scheduler

Workforce enables workplace managers to manage shift status in the scheduler so they can proactively respond to any changes or unforeseen events.

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View employee shift requests

To make proper use of the Workforce scheduler it is necessary to ensure that work centers are correctly configured and information about their schedules and when those schedules are applied…

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Add or remove employees from a work center

Workforce allows managers to view within the scheduler the shift requests made by employees through GIR Staff, so they can consider employee preferences and increase overall workforce satisfaction.

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Manage workstations

Workforce allows managers or shift managers to add or remove an employee from a work center to accommodate transfers, staffing changes, or temporary shift assignment needs.

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Manage shifts with the scheduler

Workforce allows managers to configure clusters. A cluster is a customized grouping of business units that does not necessarily have to follow the parameters of the rest of the groups…

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Add a generic position

Workforce allows managers to manage the workstations assigned to employees to ensure that each employee is placed in the position that best matches their skills and the operational needs of…

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View shifts filled with ShiftFinder

Workforce allows managers to add generic jobs into the shift planner so that they can account for variable staffing needs and last-minute change in planning.

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Configure clusters in the scheduler

Workforce allows managers to view and offer vacant shifts through the ShiftFinder functionality. In this way, available shifts that need to be filled can be quickly identified in the scheduler.

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Create a shift manually in the scheduler

Workforce allows managers to perform comprehensive shift management tasks to optimize time spent on scheduling and improve staff utilization.

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Access logs within the scheduler

Workforce allows managers to assign specific roles to different employee profiles. In the case of shift managers, they are allowed or restricted access to specific functionalities of the scheduler to…

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Filter and group employees in the scheduler

In addition to the regular direct labor setup in the system, Workforce allows shift managers to export spreadsheet formats to adjust and import preconfigured direct work tables into the system.

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Manage scheduler alerts

Sometimes the employee load of one or several business units is too large, which makes the list of employees to be planned difficult to manage. To improve the organization and…

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View specific day information on the scheduler

The Workforce scheduler allows you to optimize the organization of team tasks and informs you promptly about scheduling conflicts, thus ensuring smooth business operations that meet employees' contractual requirements.

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Assign favourite shifts or sequences to an employee

Through the Workforce app, employers can generate shift proposals quickly and easily, so that they can cover specific needs and unforeseen events that affect the established shift schedule.

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Configure sales forecast

The Workforce scheduler allows employers to organize shifts quickly and easily by using favourite shifts and previously saved sequences.

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Manage favourite shifts and sequences

Workforce allows you to plan shifts based on sales or traffic budgets, which facilitates optimized forecasting of the ideal number of personnel, visualizing the difference between ideal and projected personnel,…

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Set up favourite shifts and sequences

The Workforce scheduler allows for easy management of favourite shifts and sequences, so that shift managers can make changes and configurations quickly.

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Access the scheduler

Workforce allows employers to rate employees based on their performance and qualifications to fill a certain job. Performing this qualification correctly is then relevant to facilitate shift planning and optimization.

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Configure the scheduler

To quickly and accurately view and begin assigning shifts to employees, managers need to know how to easily access the scheduler.

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Enter employee shifts by batch

Through its shift planner, Workforce enables shift managers to make advanced configurations to optimize shift assignments and reduce time spent on manual shift planning tasks.

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Understand default and enabled workstations

Holiday carryover between years allows employers to ensure that employees' labor benefits are maintained over time and comply with established local regulations.

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Understand how employees are considered for optimization

Workforce allows employers to easily recognize and manage employee tenure at a business unit through a detailed work history report. This report not only allows you to see the personnel's…

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Understand the importance of stars in optimization

Cash sheet records allow managers to properly track all the different varieties of financial transactions that come into the business and how they are made.

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Understand the types of optimization

When it comes to weekly ROTAs, Workforce allows the projection of weekly schedules in several ways, including optimization. Once the pre-configuration is done, the optimization allows the schedules to be…

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Workforce

Workforce

Categories

  • An 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 centerFind employee code / GIR numberManage or modify employee profile and personal dataAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeCreate employee termination proposalCreate a new employee using the direct methodChange an employee’s email address
    • Create an employeeFilter the employee grid
    • 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
    • Set up carryover of leave between yearsUnderstand overlapping holidaysCreate holidays
    • Edit absenteeism incidentsRecord absenteeism incidents in the Workforce AppDelete holidays or absenteeism incidencesEnter absenteeism incidents
    • Create payroll incidencesConfigure indirect work for a shift
    • Review Payroll Incident
    • Close Payroll Incidence
    • Set up sales forecastConfigure enabled and default workstationsAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand how employees are considered for optimizationConfigure shift optimizationUnderstand the importance of stars in optimizationView productivityRevise indirect work within the shiftView shiftsView sales forecastView personnel costsUnderstand the types of optimizationPrint, assign, and swap shiftsView absenteeism incident from a shiftDelete and restart weekly shifts (ROTAs)View shift graphs and analyticsChange the order of employees in a shiftConfigure favorite shiftsMark shift as completedCopy shiftsSee and enable workstations for all employees in a ROTA
    • Review shifts
    • Close shifts
    • Save, load, and edit shift templates
    • Generate a schedule with optimizationPlanning shifts in the scheduler's gridManaging shift status in the SchedulerManage alerts in the SchedulerGenerate a schedule with optimizationManage scheduling forecastView your team's labor complianceManage shift statusSet up a work center for the schedulerView employee shift requestsAdd or remove employees from a work centerManage workstationsManage shifts with the schedulerAdd a generic positionView shifts filled with ShiftFinderConfigure clusters in the schedulerCreate a shift manually in the schedulerAccess logs within the schedulerFilter and group employees in the schedulerManage scheduler alertsView specific day information on the schedulerAssign favourite shifts or sequences to an employeeConfigure sales forecastManage favourite shifts and sequencesSet up favourite shifts and sequencesAccess the schedulerConfigure the schedulerEnter employee shifts by batchUnderstand default and enabled workstationsUnderstand how employees are considered for optimizationUnderstand the importance of stars in optimizationUnderstand the types of optimization
    • View shifts filled with ShiftFinder
    • View who has not clocked in or outPunch in by codeEnter or adjust worked time on a Timesheet
    • Access & review timesheets
    • Budget hours based on effective timeCreate a budget of hours
    • Budget hours based on contracted timeCreate a budget of hours
  • Manage tags in employee documentationView, filter, and export employee documentationUpload and assign a documentSign a documentEdit details in employee documentation
  • View reports on employee transfersGet all the information needed for a settlementView 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
    • Set up local holidays
    • Generate business unit report
    • Discard the costs of a categoryCreate new categoryGroup categories
    • Set up a mandatory rule for Agreements or ContractsSet up incidents that do not accrue holidaysConfigure employee collective agreements
    • Create 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
    • Add a new field to the employee recordMake a field mandatory in 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
    • Edit fields of a payroll incidences reportSet up a personnel report with payroll information
    • Configure or change payroll periods
    • Set up roles for the schedulerAdd or edit roles to set up permissionsAssign roles to users
    • Create a workstationView productivity
  • Create a shift proposal in Workforce AppAccept or reject a shift proposal through Workforce AppRecord absenteeism incidents in the Workforce AppAccess Workforce AppFinding a planned shift in the Workforce app
  • Set up a work center for the schedulerChange GIR Staff ConfigurationSet up notifications to send completed shifts to employees via the mobile appEdit GIR Staff profileAccess GIR StaffManage GIR usersCreate and manage GIR usersActivate UserDeactivate UserAssign users to business unitsAssign business units to users
  • Register an employee on SmartHubChange workstation during a shiftTroubleshoot SmartHubClock in or out with SmartHubClock in breaks with SmartHubManage employee time & attendance sign-in codes with SmartHub
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