ShiftExpert
Overview
Executive Summary
A complete Employee Shift Management solution on the Salesforce1 Platform
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Shift scheduling & optimization
> Employee
preferences, timesheets & absences
> Decision support for last minute changes & exceptions
> Adherence to company policy – working rules and company regulations
> Customer and employee satisfaction – service levels targets and working preferences
Key Features
ShiftExpert is ideal for planning, managing and executing your employees working shifts and timesheets, while
taking working rules, regulations, absences and company policy into consideration. The employees, supervisors
, planners and managers are all brought together with great visibility of who works when and how this affects
the schedule and position coverage. Key features include:
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Create, assign and monitor working shifts
Specify working rules and employee working contracts
Manage employee skills and define working positions
Plan weeks/months ahead, manually assigning shifts, or auto assigning
Run a shift scheduling optimization process to maximize coverage, preferences and minimize cost
Publish shifts via print, email and push notifications to the web and mobile devices
Employee review of shifts, trade requests, preferences, vacations approvals and absence requests
Employee timesheet tracking with clock in/out
Working time reports and dashboards
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5IdaEAF
http://www.clicksoftware.com/shiftexpert-app-salesforce1
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Quick Peek – Location Management
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Quick Peek – Review Shifts, Positions & Timesheets
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Quick Peek – ShiftExpert Dashboard and Approvals
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Quick Peek – The ShiftExpert – Planner and Supervisor
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The Business Challenges
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Lack of control and visibility
Inefficient manual scheduling processes
Reactive shift management for last minute changes
Inability for employees to manage preferences and
requests (afects employee happiness)
5. Poor customer service levels
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Key Solution Benefits – The Value
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Automate the planning and execution of working shifts for your employees
across the different departments in your organization.
Review and optimize the gap between the availability of the workforce and
the business demand.
Adhere to working rules and regulations, while been productive and
efficient in using the available time and capabilities of your employees.
Control overtime costs and react fast and smartly to exceptions
Increase employee satisfaction by incorporating employees’ working
preferences, shift trades and vacation requests into the work plan.
Maximize customer satisfaction by meeting service level targets with well
rested and skilled employees, and by providing transparency into the
employee rotation.
The Solution: ShiftExpert Roles & Activities
The Planner
 Maximize demand
coverage
 Adhere to working
rules and regulations
The Manager
The Employee
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Responsible for the workforce
readiness to provide the target
SLA
Handles exceptions and gaps that
arise during the day
Monitor cost of regular and
overtime working hours
Approve changes and requests
from employees
Produce summary working
reports for invoicing/budget
control
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Visibility to past, current and
future working shifts
Working preferences – time
and locations/positions, shift
trades, absences.
Submit working timesheets
and review/monitor expected
pay
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Architecture
OAAS Cloud
Optimization As A Service
ShiftManager
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Join the community of ShiftExperts
http://shiftexpert.clicksoftware.com
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