Scheduling

Overview

Scheduling is a feature that allows you to manage your employees' schedules. It is a crucial part of any business as it helps you to plan your workforce effectively. With Scheduling, you can create schedules for your employees, assign shifts, and track their attendance.

Features

Scheduling offers the following features:

Why Use Workmax Scheduling?

Workmax Scheduling offers several benefits to your business:

1. Efficient Scheduling: Workmax Scheduling allows you to create schedules for your employees efficiently. You can create rotas, add shifts, assign shifts to employees, and track their attendance.
2. Improved Workforce Planning: Workmax Scheduling helps you to plan your workforce effectively. You can create schedules based on your employees' availability, assign shifts, and track their attendance.
3. Automated Shift Management: Workmax Scheduling allows you to automate the shift management process. You can assign shifts to employees, approve or reject shift swaps, and track their attendance.
4. Compliance: Workmax Scheduling helps you to stay compliant with labor laws and regulations. It ensures that your employees' schedules are managed effectively and that you are following the relevant labor laws.
5. Cost Savings: Workmax Scheduling helps you to save time and money by automating the scheduling process. It eliminates the need for manual scheduling and reduces the risk of errors.

Examples

Here are some examples of how you can use Workmax Scheduling:

• Create a Rota: Use Workmax Scheduling to create rotas for your employees. You can create rotas based on your employees' availability, assign shifts, and track their attendance.
• Add a Shift: Use Workmax Scheduling to add shifts to a rota. You can create shifts based on your employees' availability, assign shifts to employees, and track their attendance.
• Assign a Shift: Use Workmax Scheduling to assign shifts to employees. You can assign shifts based on your employees' availability, approve or reject shift swaps, and track their attendance.
• Approve Shift Swaps: Use Workmax Scheduling to approve shift swaps between employees. You can review shift swaps, make any necessary changes, and approve them for attendance.
• Download a Schedule: Use Workmax Scheduling to download a schedule. You can download schedules for your employees, track their attendance, and make any necessary changes.
• Save a Rota as a Template: Use Workmax Scheduling to save a rota as a template. You can save rotas for future use, make any necessary changes, and track your employees' attendance.
• Load a Rota Template: Use Workmax Scheduling to load a rota template. You can load rotas based on your employees' availability, assign shifts, and track their attendance.
• Approve Shifts: Use Workmax Scheduling to approve shifts. Approved shifts will be added to your payroll for payment.

Shift Status

Workmax Scheduling uses the following shift statuses:

• Unassigned: The shift has not been assigned to an employee.
• Assigned: The shift has been assigned to an employee.
• Published: The shift has been published and is visible to employees.
• Open: The shift is open for assignment. Employees can request to work this shift.
• In Progress: The shift is in progress. The employee is currently working this shift.
• Completed: The shift has been completed. The employee has finished working this shift.
• Cancelled: The shift has been cancelled. The employee will not work this shift.
• Missing Clock In: The employee has clocked in but has not met the required clock in criteria.
• Missing Clock Out: The employee has clocked out but has not met the required clock out criteria.
• Swap Requested: The employee has requested to swap this shift with another employee.
• Swap Approved: The shift swap has been approved. The employee will work the new shift.
• Swap Rejected: The shift swap has been rejected. The employee will work the original shift.
• Requested: The employee has requested to work this shift.
• Request Approved: The shift request has been approved. The employee will work this shift.
• Request Rejected: The shift request has been rejected. The employee will not work this shift.
• No Show: The employee did not show up for this shift.
• On Hold: The shift is on hold. The employee will not work this shift until further notice.
• Approved: The shift has been completed and approved. The employee will be paid for this shift.
• Rejected: The shift has been completed and rejected. The employee will not be paid for this shift.

Best Practices

Here are some best practices for using Workmax Scheduling:

1. Create Rotas in Advance: Create rotas for your employees in advance. This will help you to plan your workforce effectively and ensure that your employees are scheduled to work when needed.
2. Assign Shifts Based on Availability: Assign shifts to employees based on their availability. This will help you to ensure that your employees are scheduled to work when they are available.
3. Approve Shift Swaps Promptly: Approve or reject shift swaps promptly. This will help you to ensure that your employees are scheduled to work when needed and that any changes are communicated to all employees.
4. Track Attendance: Track your employees' attendance regularly. This will help you to ensure that your employees are working the shifts they are scheduled for and that any changes are communicated to all employees.
5. Review and Approve Shifts: Review and approve shifts promptly. This will help you to ensure that your employees are paid accurately and on time.