Scheduling Overview
Existing Systems
Capabilities
Capabilities
Scheduling Staff and Client Engagements
Schedulers can match Staff to Clients, based upon skills, experience, location and interests. Schedulers have a robust toolkit including dashboards, query, drag and drop, and change logs to optimize their effectiveness.
Robust Report Suite
Standardized reports are immediately available with custom reports easily accommodated. Reports can be exported to Excel, PDF, etc.
Visibility & Integration
Staff are able to see their schedules via the web, Outlook, or your company’s intranet.
Engagement budgeting
Engagement Budgeting system is fully integrated with the Scheduling system. System can be licensed as a stand alone system or can be integrated with Scheduling and Business Intelligence.
Workflow Due Date Tracking
These capabilities are used for tax, engagement letters and a host of other applications.
Performance Evaluation Administration
Evaluations can be triggered, tracked and completed on-line.