Certified Microsoft Dynamics 365 Partner - Est. 1993 - Melbourne - Sydney

Rostering

Simplify Scheduling with DHRP's SmartRostering Add-On for D365

A Self-service Portal for Workforce Management. Our Smart Rostering Add-On helps you stay on top of shifts and attendance, ensuring smooth operations and better time management. Keep your schedule organised and your team productive.

Dynamics 365 Rostering dashboard hero

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NPS MedicineWise
Pacific Ventilation

Dynamics 365 Add-Ons

What is Smart Rostering?

Dynamics 365 Rostering overview dashboard

Smart rostering in Dynamics 365 streamlines employee scheduling by automating shift management based on available personnel data. It allows managers to create and assign shift schedules efficiently, with features for tracking time and attendance. Employees can access and manage their shifts through a self-service portal, reducing administrative workload and improving scheduling accuracy.

The DHRP Rostering Add-On for Dynamics 365 simplifies workforce management by offering robust features that streamline scheduling and attendance tracking. With its smart rostering capabilities, managers can efficiently create, assign, and manage roster lines, ensuring that resources are optimally utilised. The add-on also allows employees to self-manage their schedules through a user-friendly portal, enabling them to accept or request shift changes. Enhanced with real-time capacity tracking, detailed reporting, and seamless integration with Dynamics 365, the DHRP Rostering Add-On is designed to improve efficiency and accuracy in workforce management.

As a small business, you might be able to say yes to it. However, large organisations go through everyday struggles of schedule and shift management for their employees. It is a daunting task, and there is always a huge margin of error when done manually or through obsolete software. To manage customer demand more efficiently, a balance of workload is significant. You cannot lead your employees towards mental and physical burnout; therefore, DHRP’s add-on for smart rostering through Dynamics 365 is a great help. It helps you manage labour demand fluctuations, employee availability and preferences, regularity compliance, and even boost employee morale. Ultimately, you get rid of the underutilised resources and implement a better scheduling system.

Transform Your Workforce Management: Discover the Power of Smart Rostering with DHRP

As a manager, you can avoid labour costs by utilising a self-service portal for workforce management and sorting field service employees. With the DHRP Ad-on and Dynamics 365 rostering abilities, keep your process smooth and convenient.

Dynamics 365 Rostering automation dashboard
Dynamics 365 Rostering dashboard preview

Improve Visibility Across Dynamics 365 Rostering

Smart rostering in Dynamics 365 streamlines employee scheduling by automating shift management based on available personnel data. It allows managers to create and assign shift schedules efficiently, with features for tracking time and attendance. Employees can access and manage their shifts through a self-service portal, reducing administrative workload and improving scheduling accuracy.

Reduce Manual Work And Improve Control

The DHRP Rostering Add-On for Dynamics 365 simplifies workforce management by offering robust features that streamline scheduling and attendance tracking. With its smart rostering capabilities, managers can efficiently create, assign, and manage roster lines, ensuring that resources are optimally utilised. The add-on also allows employees to self-manage their schedules through a user-friendly portal, enabling them to accept or request shift changes. Enhanced with real-time capacity tracking, detailed reporting, and seamless integration with Dynamics 365, the DHRP Rostering Add-On is designed to improve efficiency and accuracy in workforce management.

As a small business, you might be able to say yes to it. However, large organisations go through everyday struggles of schedule and shift management for their employees. It is a daunting task, and there is always a huge margin of error when done manually or through obsolete software. To manage customer demand more efficiently, a balance of workload is significant. You cannot lead your employees towards mental and physical burnout; therefore, DHRP’s add-on for smart rostering through Dynamics 365 is a great help. It helps you manage labour demand fluctuations, employee availability and preferences, regularity compliance, and even boost employee morale. Ultimately, you get rid of the underutilised resources and implement a better scheduling system.

Dynamics 365 Rostering analytics workspace

Dynamics 365 Solutions

Rostering Features – DHRP Add-On

Streamline your workforce management with DHRP's Smart Rostering Add-On for Dynamics 365. This powerful tool simplifies scheduling, enhances visibility, and improves resource allocation, allowing managers to handle shifts and employee attendance efficiently. With a self-service portal, admins and employees can manage rosters seamlessly, ensuring smooth operations and better time management. Below are the key features of our rostering add-on:

Create or Delete Roster Lines

It is easy for the admin to create and delete roster lines. Click on the “New” button, fill out the form, and click “create.” This will cover the complete roster cycle, including timings, shifts, resources, and their roles. Additionally, if the admin feels the need to clear out some clutter, they must delete roster lines from previous dates with the draft status.

Book a Resource against a Roster Line employee rostering software

All drag-and-drop functions and forms make the job of managers easy as the list of the available resources is already there; all you need is to assign the roster line. Once the roster line is created, the admin will assign available resources with their capacity as per the job’s need and the resource’s role. You only need to assign and book the resources by clicking on “book,” and you are done.

Resource can Accept a Roster line

With this smart employee rostering software, when you create a roster line, it also makes it easy for resources to accept the roster line booked by the admin. You can see the visible booked resources in “My Rosters” through the self-service portal. With this, the resource can accept or reject the assigned line from the action pane menu.

Time in/ Time out

It allows resources to enter their time-in and time-out for better time tracking. It further gives resources a chance to add time in and time out for their open shifts through “My rosters.”

Change Request

If a resource can’t make it to the shift, they can add a “change request” for an already accepted roster from “My Roster” before a deadline specified in the rostering settings.

Change Request Form

If any resources make change requests, the admin can see them from the change request form. Admin can also create and view case notes from this form.

Reports

You can create all your reports in the rostering app. With detailed reports such as the Unassigned Rosters List, My Rosters List, and All Rosters List, managers can easily track and review roster assignments. The Change Request Rosters List provides insights into any modifications requested by resources. The case notes reports offer a clear overview of notes created against roster lines, ensuring all communications and updates are documented effectively.

Capacity Load

After the roster line has been approved, the resource’s capacity load will instantly be updated. When adding a resource to a roster line from the Unassigned rosters form, the system will display the resource’s capacity, hours reserved, and remaining hours. This will assist the system in preventing any overuse of the resource.

Dynamics 365 Rostering compliance dashboard

Are You Tired Of Managing rostering Manually?

As a manager, you can avoid labour costs by utilising a self-service portal for workforce management and sorting field service employees. With the DHRP Ad-on and Dynamics 365 rostering abilities, keep your process smooth and convenient.

Are You Tired Of Managing rostering Manually?

As a manager, you can avoid labour costs by utilising a self-service portal for workforce management and sorting field service employees.

With the DHRP Ad-on and Dynamics 365 rostering abilities, keep your process smooth and convenient.

Dynamics 365 Rostering workflow dashboard
Dynamics 365 Rostering reporting dashboard

Transform Your Workforce Management: Discover the Power of Smart Rostering with DHRP

As a manager, you can avoid labour costs by utilising a self-service portal for workforce management and sorting field service employees.

With the DHRP Ad-on and Dynamics 365 rostering abilities, keep your process smooth and convenient.

Benefits of Smart Rostering in Dynamics 365

Handling Unavailability and Task Suitability:

A worker might occasionally experience problems and be unavailable for the task. Typically, the job description contains distinctions depending on gender. Therefore, the software might assist in making the appropriate measurements and determining the job's suitability.

Reducing Managerial Burden

Being a manager can put a lot of strain on you, and learning about everyone's background can be challenging. The software eases this burden for you. It can locate the nearest staff member on duty.

Emergency Management

Managing emergencies can be difficult sometimes, but you can always take charge immediately with the software. It can greatly assist in managing the staff shift following any last-minute changes.

Informed Decision-Making

When your attendance, shift schedule, and performance chart are displayed. You can probably make an informed decision about the punishment based on factual information from the employee's profile.

The quickest approach to making a forecast is to use a template. The template you choose determines the forecast’s data groupings. Choose one of the templates below on the Forecast settings page:

Dynamics 365 Rostering benefits dashboard

Faqs

Ask Questions! It’s Your Right To Know!

Still have questions? Our team is happy to help.

Get in touch

Smart rostering in Dynamics 365 streamlines employee scheduling by automating shift management based on available personnel data. It allows managers to create and assign shift schedules efficiently, with features for tracking time and attendance. Employees can access and manage their shifts through a self-service portal, reducing administrative workload and improving scheduling accuracy.

The DHRP Rostering Add-On for Dynamics 365 simplifies workforce management by offering robust features that streamline scheduling and attendance tracking. With its smart rostering capabilities, managers can efficiently create, assign, and manage roster lines, ensuring that resources are optimally utilised. The add-on also allows employees to self-manage their schedules through a user-friendly portal, enabling them to accept or request shift changes. Enhanced with real-time capacity tracking, detailed reporting, and seamless integration with Dynamics 365, the DHRP Rostering Add-On is designed to improve efficiency and accuracy in workforce management.

Yes. DHRP can configure workflows, approvals, reporting and integrations around your business requirements.

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