Scheduling Features
Scheduling System
Designed to assure maximum utilization of staff, having the right staff at the right place at the right time:
- Increase utilization while deploying the best available resources.
- Gain real time insight into staffing needs.
- Give management visibility into their engagements.
Designed To Assure Having The Right Staff
In The Right Place At The Right Time
- Know where your staff are and who is available.
- Give staff access to their schedules via Outlook, email, or through the web.
- Enforce firm practices for approving personal requests for scheduling changes.
- Have Schedulers “Alerted” when staffing changes or conflicts arise.
Scheduling Information
when you need it
- Allow staff to review schedules and request changes from anywhere.
- Select from a catalogue of reports.
- Easily create custom reports to get the data you need.
- Export reports to other file formats like Excel.
- Customize the look and feel of the reports to your company specifications.
Scheduling Tools At Your Fingertips
- Screens and fields designed to match your firm’s current structure.
- Predefined and ad hoc query capabilities to locate the right resource.
- Color coding on your specifications to identify conflicts, holidays, etc.
- Unlimited shift creation to account for different schedules and seasons.
- Extensive security settings to restrict/allow access.
- Many additional tools, including drag and drop, mass move and copy, batch assignments, automatic holidays, and audit logs.
OTHER FEATURES
- Use dashboard capabilities to highlight items needing immediate attention.
- Import data seamlessly into Staff Trak from existing systems.
- Track due dates for tax returns, engagement letters, and other workflows.
- Prepare and track performance evaluations.