HR & Payroll Add-on for Australian Businesses
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.
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.
Create a perfect schedule by connecting all the employee data and shift details within the organisation. There will be no more empty shifts and no more delays in completing customer demands. Staff called for an emergency? Quickly reassign the shift to an available employee. You have complete choice over whether or not to accept or reject a suggested employee for a shift, and you can manually update your roster as often as necessary.
Whether you are locally situated in Australia or running a global-level business, our addon allows you to streamline your operations. You can maintain full visibility and get more control over labour and cost management. This ensures you have an improved forecast on labour and sales percentages – filtering them through the location and date. Create reports of underperforming locations. Furthermore, your account dashboard offers a comprehensive picture, allowing you to stay organised and manage your resources more efficiently. Get your hands on it and ensure your scheduling gets simple and convenient regardless of the location.
Improve the total efficiency of every process by remaining informed about business performance, tracking target achievements, and conveniently tracking real-time attendance.
The DHRP addon allows you to work within budget and award guidelines across one or more locations. Use the roster templates or develop your own to help your management manage team schedules and staff personnel more quickly and effectively.
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:
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.
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.
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.
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.”
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.
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.
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.
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.
Scheduling processes can be easy as resources can maintain themselves for any upcoming roster lines for better-sorted schedules by selecting “Unassigned Rosters” from the Worker self-service tile. The unassigned roster tile will show upcoming rosters according to the preferences specified by the resource, such as Site, Shift preference, and Resource role.
A resource can access the “My Rosters” tile in the Worker self-service to generate and see case notes against a roster line. Additionally, the admin can access and generate these case notes using the All Rosters form, My Rosters form, and Change Request form.
The admin can see every roster line approved or accepted by the resources indicated on the “All rosters” form. The authorised roster lines can also be removed by choosing a line and choosing the “cancel roster” button. From this form, the admin may also write and see case notes.
The "Break Hours" functionality allows users to manage and record their break times during working hours. This feature enables users to take a break once a day. It helps maintain employee well-being by ensuring proper time off during shifts.
The admin and resource can create roster lines for past dates using the ad hoc rosters functionality. A resource can create rosters for urgent shifts through this feature, offering greater flexibility for unexpected scheduling needs.
The Roster Calendar is used to create scheduled planned work hours for employees. It schedules and manages employee shifts, ensuring adequate staffing by organizing work hours, days off, and availability in a structured, visual format, enabling seamless coordination.
The timesheet feature in the rostering helps track employee hours accurately and ensures efficient payroll processing. It simplifies record-keeping by automating the calculation of worked hours and overtime. his feature also improves transparency in work-hour management.
"Edit roster" allows admin to update and adjust employee schedules, making changes to shifts, hours, site, or assignments as needed to ensure proper staffing. This feature enhances the ability to respond to sudden changes in workforce needs.
"Publish roster" finalizes and shares the employee schedule, making it officially visible to a particular assigned resource so they can see their assigned shifts and plan accordingly. It ensures all updates are effectively communicated to avoid any confusion.
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:
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.
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.
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.
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 DHRP rostering add-on is your go-to move for it. You can gain more control over your organization by swapping shifts quickly, managing risks within a short time frame, and keeping track of all company performances. Ultimately, the ROI skyrockets and customer satisfaction tops the charts.
Don’t want to snooze on it? With the DHRP rostering solution, you can get your scheduling in the right direction now. Contact us now to get started with the implementation and integration process.
Refine your scheduling processes by compiling shifts in batches. Prepare daily, monthly, or weekly shifts using the custom templates. Moreover, any changes synchronise with real-time data, which is easily accessible to the whole staff.
Take one step forward to the futuristic approach of scheduling!
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.
Need more information? Let’s get connected.
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