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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 dataAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeCreate employee termination proposalChange an employee’s email address
    • Export employee dashboard informationUse the employee dashboard to manage your teamCustomize the employee panelCreate 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
    • 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 optimizationGenerate 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
    • 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
    • Discard the costs of a categoryCreate 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
  • Completing surveys in SmarthubChange workstation during a shiftView the action timeline in SmarthubAlerts in SmarthubOffline mode in SmarthubConfiguration options in SmarthubRegister an employee on SmartHubTroubleshoot SmartHubClock in or out with SmartHubClock in breaks with SmartHubManage employee time & attendance sign-in codes with SmartHub

Weekly ROTAs

22 articles

Manage weekly ROTAs to ensure efficient employee scheduling and shift coverage.

Revise indirect work within the shift

The creation of workstations in the system allows for an efficient and timely organization of personnel to assign specific tasks and equipment to the appropriate areas.

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View shifts

Contracts are, together with Labor Categories, one of the two entities that define an employee within an operator. The contracts, in addition to including all the parameters of the agreements,…

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Set up sales forecast

Start from: The Workforce module.   Select Scheduling > Weekly ROTAs from the main menu. ?    Select the Work Center where the shift you wish to analyze is located.     Select…

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Assign an employee to a shift in a different center

Workstation configuration is crucial for shift organization, as it helps shift managers assign the most competent employees to perform specific tasks.

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Rate employees

The Workforce scheduler integrates a favorites and sequences functionality. Favourite shifts are those most frequently used and assigned, while sequences refer to groups of favourite shifts ordered in a specific…

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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 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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Configure shift optimization

Optimization is a process performed by the system that allows employers to facilitate shift organization tasks through automatic organization, based on data previously configured and stored in the system.Optimization is…

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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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View productivity

Workforce allows users to generate a wide variety of customized payroll incidences reports, making it easy to modify fields on these reports to tailor data to specific needs and metrics.

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View sales forecast

Workforce provides the option to schedule employee shifts based on a budget. This configuration facilitates informed decision-making on staffing needs and operational strategies, and can be easily visualized through the…

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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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View personnel costs

Through its analysis tools, Workforce compares projected, actual, ideal, and budgeted personnel costs. Indicators of the different types of personnel costs enable managers to manage personnel budgets effectively and make…

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Print, assign, and swap shifts

GIR allows users to perform a variety of actions to optimize shift management. Users can print already configured shifts, assign specific shifts to employees, and swap shifts between employees.

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View absenteeism incident from a shift

The shifts screen allows you to view a variety of data, including absence incidence. Quickly identifying the occurrences of absenteeism within a shift allows decision makers to quickly address staffing…

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View shift graphs and analytics

In Workforce it is possible to make reports concerning workers' shifts. These reports include analysis of various KPIs for optimal shift management and review, analysis of projected KPIs for a…

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Delete and restart weekly shifts (ROTAs)

Workforce allows users to delete or restart a completed shift planning to correct any issues and ensure that the schedule reflects the current operational needs of the work center.

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Copy shifts

When creating weekly shifts (ROTAs) of personnel, GIR allows copying previous weekly shifts per worker or weekly shifts previously used in other weeks, months, and years projected in the Work…

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Mark shift as completed

For the successful setup of shifts in the system, Workforce allows users to complete the process by marking the new shift as completed so that the shift can be effectively…

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Configure favorite shifts

When it comes to the personnel's weekly ROTAs, GIR allows the projection of weekly schedules in several ways. One of them will be per quadrant. This allows you to record…

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Change the order of employees in a shift

GIR provides employers with the ability to make changes to the order display of employees on a specific shift, allowing them to optimize team dynamics and operational efficiency.

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Manage workstations for all employees in a ROTA

A workstation is the position that a worker can occupy in a rota, within the Workforce system. Workstations can have required skills or learning associated with them to define if…

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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 dataAssign or change punch-in codeTerminate an employee using the direct methodManage employee "employment conditions"Set work restriction periods for an employeeCreate employee termination proposalChange an employee’s email address
    • Export employee dashboard informationUse the employee dashboard to manage your teamCustomize the employee panelCreate 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
    • 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 optimizationGenerate 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
    • 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
    • Discard the costs of a categoryCreate 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
  • Completing surveys in SmarthubChange workstation during a shiftView the action timeline in SmarthubAlerts in SmarthubOffline mode in SmarthubConfiguration options in SmarthubRegister an employee on SmartHubTroubleshoot SmartHubClock in or out with SmartHubClock in breaks with SmartHubManage employee time & attendance sign-in codes with SmartHub
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