Categories

• Getting started
  An overview of WorkforceRun Workforce on a web browserView the staff dashboardSwitch between GIR applicationsAccess WorkforceFind your way around Workforce
• Workforce management
  • Template 2.0
    Use the employee dashboard to manage your teamManage employee detailsCustomize the employee panelExport employee dashboard information
  • 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 proposalCreate a new employee using the direct methodChange an employee’s email address
  • Workforce 2.0
    Create an employeeFilter the employee grid
  • Assign units
    Assign Business Units to employees
  • Proposals
    Create employee modification proposalCreate employee registration proposal
  • Supervise proposals
    Supervise employee modification proposalReview employee modification proposalSupervise employee registration proposalSupervise employee termination proposal
  • Review proposals
    Review employee termination proposalReview employee registration proposal
  • Holidays
    Set up carryover of leave between yearsUnderstand overlapping holidaysCreate holidays
  • Absences
    Edit absenteeism incidentsRecord absenteeism incidents in the Workforce AppDelete holidays or absenteeism incidencesEnter absenteeism incidents
  • Payroll incidences
    Create payroll incidencesConfigure indirect work for a shift
  • Review payroll incidences
    Review Payroll Incident
  • Close payroll incidences
    Close Payroll Incidence
• Scheduling
  • Weekly ROTAs
    Set up sales forecastAssign 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 Weekly ROTAs
    Review shifts
  • Close weekly ROTAs
    Close shifts
  • Weekly ROTA template
    Save, load, and edit shift templates
  • Scheduler 2.0
    Plan shifts with Scheduler 2.0Managing alerts in the schedule plannerPlanning shifts in the scheduler's gridOptimize the shift planner view using employee KPIsCustomize the shift scheduler view by dateGetting to know the new schedulerGenerate 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 workstationsAdd a generic positionView shifts filled with ShiftFinderConfigure clusters in the schedulerManage shifts with 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 employeeEnter employee shifts by batchConfigure the schedulerAccess the schedulerSet up favourite shifts and sequencesManage favourite shifts and sequencesConfigure sales forecastUnderstand default and enabled workstationsUnderstand how employees are considered for optimizationUnderstand the importance of stars in optimizationUnderstand the types of optimization
  • Shift finder
    Create a shift proposalView shifts filled with ShiftFinder
• Time & Attendance
  • Timesheets
    View who has not clocked in or outPunch in by codeEnter or adjust worked time on a Timesheet
  • Review timesheets
    Access & review timesheets
• Hours budget
  • Effective hours
    Budget hours based on effective timeCreate a budget of hours
  • Contracted hours
    Budget hours based on contracted timeCreate a budget of hours
• Documentation
  Manage tags in employee documentationView, filter, and export employee documentationUpload and assign a documentSign a documentEdit details in employee documentation
• Reports
  View read and confirmed shiftsView 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
• Configuration
  • Bank holidays
    Set up local holidays
  • Business units reports
    Generate business unit report
  • Categories
    Discard the costs of a categoryCreate new categoryGroup categories
  • Collective agreements
    Set absences to count as vacation daysSet up a mandatory rule for Agreements or ContractsSet up incidents that do not accrue holidaysConfigure employee collective agreements
  • Contracts
    Set absences to count as vacation daysCreate new contractsSet up complementary (variable) hoursUnderstand employee variable hours and overtime
  • Cost of labour
    Set Cost of Labour
  • Direct work
    Export and import direct work tablesSet up direct work for a workstationSet up direct work tablesSet up direct work by service demandUnderstand Direct Work
  • Employee app
    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
  • Employee record
    Add a new field to the employee recordMake a field mandatory in the employee record
  • Ideal staff
    Ideal staff configuration
  • Indirect work
    Configure indirect work
  • Labour quotas
    Change balancesUnderstand when a balance has not been posted to an employeeSet up labour quotasAnalyze balances
  • Non-holidays periods
    Manage non-holiday periods
  • Notifications
    Understand if a contract is about to endConfigure incident notifications
  • Opening hours
    Configure night workSet up working hours
  • Opening hours by dates
    Assign opening hours by date
  • Payroll Incidences
    Edit fields of a payroll incidences reportSet up a personnel report with payroll information
  • Payroll settlement periods
    Configure or change payroll periods
  • Roles
    Configure permissions for workforce managementSet up roles for the schedulerAdd or edit roles to set up permissionsAssign roles to users
  • Workstations
    Create a workstationView productivity
• Workforce App
  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
• GIR Staff
  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
• Smarthub
  Offline mode in SmarthubConfiguration options in SmarthubCompleting surveys in SmarthubRegister 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