2PresentationInsert the names and titles of the people doing the presentation
3Resource Management – What is it? Resource management is a combination ofRosteringTime and Attendance (TnA)What is the difference?Rostering is understanding the business demands to KNOW and NOTIFY staff when they are required!When and where a task and or service need to be performed to service customers (Internal/ External)The Roster drives TnA, which is the management of staff in the work place ensuring they work the times stipulated by the roster.If not? Why Not? What do you pay them as a result.TnA information sent to PayrollInternal Customers – are the other departments which require us to perform our tasks so they can perform theirs. The service we perform is required so they can perform theirsEG Cleaners need to clean the area before work can be started, before the service department (internal customer) can service the paying customer (external customers)
4The Application EASY ROSTER The MizziSoft team has many years of resource management experience, in a number of different industries, countries and organisation'sTogether with customer feed back and input, contributes to the continual improvements of MizziSoft resource management applications.Within a changing IT world, and with modern technology tools - MizziSoft has developedEASY ROSTER
5Operating Platform WEB enabled Hosting Firefox, Internet Explorer, Google ChromeHostingThird party / SharedInternal ServerData centre5
6Easy Roster - FIT Easy roster is a scalable application From a very simple roster plan to a complex multi layered rostersSimple rosters are the allocation of shifts on a fix rotation e.g. Clothing Store (set shopping hours)Complex rosters may include, Task allocation, mutli skilling, seasonal demands, equipment type, working multiple areas and location, time critical & non time critical tasks (as examples)Or a combination of both or somewhere in betweenWill Easy Roster fit an suit many organisation – simple answer YES as it is very scalable.The organisation using the application will decide how best to set up easy roster to mach their requirementsMizzisoft and the support organisation will assist in the process to ensure the organisation maximizes the functionality for the business
7Easy Roster Understanding Every organisation / department / section has unique roster / manpower requirements.Easy roster is parameter driven (which means)The data fields can be set up to match the organisational demandsEasy roster understands the every department, workplace organisation has potentially a unique style of rostering.Reason for the various roster practices generally relate to the person rostering. Individual style, thought process and management. (which can be hard to replicate and teach to new personnel). Inconsistencies can cause issues with unions and set custom and practice precedence.With a good rostering tool - roster creation will be come a logical processes – constant – replicable – manageable - teachable and recordable.Easy Roster being parameter driven can be set up to comply with current rostering practices (provided they follow a line of logic) not whimsical.
8Easy Roster LanguageThe application has been translated into a number of different languagesIt also the user to apply common industry language, jargon and acronymsNaming convention - organisational designEasy Roster allows the user to assign priorities to control the applications decision processesEasy Roster provides a number of alternative processes to drive the system to get the required resultsthe application has been designed to fit the organisation operating environment, this allows for continuity and full understanding from management to employees8
9Easy Roster Provides A full record history of created rosters. For audit and accountability purposesProvides some reverse engineering functionality (that was a good roster lets repeat it!!)Leave Management toolsCommunication ToolsReportsRoster management is only a part of the applications uses.
10Tasks Managers know what tasks need to be performed Time critical tasks (direct driver)Non time critical tasks (can be performed in down time)Understanding, plotting, controlling and managing these interwoven tasks can be complex and time consumingEasy option – more staff or work hours= less efficient utilisation of resources (unused labor hours)The priority of the task need to be a consideration – what is the impact if the task is not performed on time / at all?How many of the employees can perform this task?Multi skilling –managing task allocation different skills, different locations.Managing delays, managing maintenance (schedule / unscheduled),Managing staff absences
11Utilisation of Resources When rosters are build for the workplace, they should reflect the workload and the workload demands of the organisation.Resources are rostered when work need to be coveredWhen a worker is at work –What tasks do they need to performed?When do they need to be performed?How long do the tasks take to perform (realistically)?Where are hey performed?How many task are performed each day?How much time are employees without work?Unproductive employees do not make moneyThey cost you money!
12Managing WorkloadProvides a tool to understand and manage task allocationDecreasing labor costs - maximizing available work hoursImproving task allocation processesAllowing managers more time to manage the organisationRostering staff when they are needImproved workload coverageImproved customer service
13Other Potential Benefits Staff retention – byimproved rostersSkills / task rotation (base on individual skill set)Employee inputs, shift preference requestsForecast rosters – personal planning and on-line leave requestsRosters can be displayed and downloaded from mobile phone and PC.Improving skills competencyCost of staff replacementIndustry experts indicate with all associated cost to replace staff = annual salary of employee being replaced.Effective use of training budget
14Common Current Roster Practices Rosters Never ChangeIt is the way we have always rosteredWorkload is never reviewedWe still do the same jobs!Staff managing rostersAre not always trainedDon’t understand the individual jobs required to be performedAre dictated to by floor managers, workers and / or unionsBuild rosters that are easy to manage and maintainNo COST or Efficiency Calculation made on rostersPayroll don’t want to handle to many changesSo leave rosters alone and rotate on a static pattern – easy to payWhile these are potential very valid sense of reasoning, the old saying “if it ain’t broken it does need fixin”While this is also potentially true, you can always improve it,Car tyres, we are always looking for a tyre that gives us better performance, stability, reliability, safety, comfort but importantly cost affective. We get what we pay for!!. We would not be buying the same tyre we did 5,10 15years ago, times have changed we moved on. Our rostering, reource management and business practices also need to move on!
15Current Workplace Operations Not to many organisation's are unaffected byChanges to product or service demandChanges to technologyReduction of overhead and production costsAffected by the current world economic situationNot to many organisation don’t incur costs associated to:Training an skilling staffPoor attendanceLower than expected staff moralMost of these issues can be affected and improved by Utilising and Managing resources more efficientlyChanging current resource management practices WILL save most organisation $$$$$If changing practices can save 1% of your current payroll budget – what impact would that have?????
16How Can Easy Roster Save $$ Easy Roster is a Resource Management ApplicationIt is the tool to assist an organisation to plot their workload demands. Breaking down the workload into two specific categoriesTime specific / demand driven workloadArrival of equipment and or customers which require serviceNon time specific workloadBehind the scene workload, eg cleaning and some administrative functionsBy plotting and graphing the workload in a visual display management can then determine where and when the resources are required.By understanding where the time specific workload demands are in any time period, and possibly allocating non time specific function in potential down time periods.Before making any changes to rostering practices, firstly you need to understand when an where you need staff rostered.Understanding critical and non critical tasks, understanding variations to daily, weekly, seasonal demands.
17Saving $$With the understanding of the workload demands rosters can be build specifically to cover workload.Improving the utilisation of resources - improves productivity, reduces down time (periods of inefficient utilisation) resulting in resources being more cost affectiveUnderstanding workload comes an understanding of required skill sets.Training Staff in skill which can be utilised affectively / efficiently by the organisation within the roster.Task cannot be performed properly if you don’t have qualified and competent staff. How many do you require with each skill.Are you paying for skills that are not being fully utilised ???
18Usability Maintenance tables Standard design – On Screen CommandsCreateEditCopyReport (onscreen / export )DeleteDisplay can be altered by column (alpha / numeric) (ascending/ descending Order)Click and drag FunctionalityDrop down menus for process and functionality selectionThe design of the application has been to accommodate the average computer user.It requires the user to have some basic training – can use a mouse, can navigate a basic menu planshort cut keys (for the keyboard user) are available for some of the commonly used functional requests.18
19UsabilityWith table with a large number of records scrolling is easy, the system tells you how many pages and select by page number-Common format on all maintenance screens – all required processes available easily selected-Naming convention – make sure the record id’s can be easily recognized-By selecting on the top of each column will order the column by numeric/alpha, by reselecting will reverse the order19
20Easy Roster Users Primary Users and/or Management Access to the Easy roster Application can be from any web enabled PCAllowing access from any pc within the organisationRemote accessHome accessEmployees (Staff Kiosk)Access from Work or Home PC or Internet CaféShift Requests / Self RosteringLeave RequestsAvailability Notifications (Casual/Contractors)There are two types of userPrimary / management users these are the employees who will access and control the system and develop rosters.Employees /staff who will access the system to manager there personal details access rosters and place roster requests (if permitted by organisation)20
21Access & Security SSL Key Encryption Ever organisation would have a unique access code.User Group IDPrimary UsersIndividual User Log on IDIndividual Unique PasswordPending the organisations size, and pending the set up, there may be multiple User group IDsThis will enable each section to set up their own data, this could potential reduce the number of records being displayedPrimary user will have the ability to set up new users and remove or change access priority.When accessing the Easy roster program on the web – using a HTTPS will secure the program. In the test environment HTTP provides access to the program which is NOT fully encrypted. (insecure)MizziSoft Recommends Users comply with common Password ProtocolsPasswords include aCapital letters / numeralregular changes
22Kiosk Security Staff Kiosk User Group ID Individual Unique Log on ID Individual Personal PasswordsWhile employees will be able to manage there own informationPrimary users can still access the necessary informationMizziSoft Recommends Users comply with common Password ProtocolsPasswords include a Capital letter and a numeral – regular changes
23Setup Data All set up Data - ID’s and Description are user definable Access to most programs via drop down menus
24Setup Data Employee Category FT, PT,CA, AG (Agency) ,CT (Contractor) ,VO (Volunteers) etc.The primary user can set up any employee category and description they require to cover the workplace requirementsThroughout the application the system uses minutes as the time parameter – so “TO” convert hours in to minute select the “TO” button and the system provides a conversion programEnter the our required to convert – select convert and the system will enter the minutes into the data field.Within each maintenance screen you can create edit, copy and delete (if required)
25Setup Data Positions, Skills Employees can be allocated multiple positions and skillsSetting proficiency levels will assist in determining the order in which the skills are identified during the allocation process
26Setup Data Leave Type Leave type can be paid / non paid leave Rostered day off are not included in total worked hours count.
27Setup Data Public holidays Public holidays or day of special interested can be identified
28Shift ManagementShifts rules are be created to cover operational demandsUser defines shift start / end time and base shift informationShift Rules can be Enabled and Disabled as required. (this is in preference to deleting a shift rule). Only Enabled shifts will appear in dropdown option boxes.Priority – will identify the order in which the system will try to allocate shifts.Shift group – is a label which is attached to the shift and can be assigned to a roster pattern. generally used in a M-Morning, D-Day, N-Night situation but can be location driver MT-Maternity, EMD- Emergency etc and they can still be applied to the pattern.Category – is employment i.e. FT,PT etc. only employees with this category can be allocated. Ideal for volunteers.Remember the more data fields used increases the selection criteria of the shift.
29Shift ManagementIndividual shifts can be edited to accommodate short term changes.Modified shifts can be copied and allocated without creating a new shift recordShift rules can contain base information or have additional parameters to include paid/unpaid meal and tea breaks etc.Editing the shift also allows the user to extend shift to accommodate overtime.The shift can also be cancelled if no longer needed
30Roster ManagerDisplays selected Roster Period (25 records per page) – Page/ Display Filters enable the user to define list – Filters include:Employee Category - FT, PT, CA, EC (External Contractors)LocationsPositions - Employees with Multiple positions will be displayed in each categorySkillsPatterns (roster pattern)By limiting the system to 25 records per page, limits the amount of data the system has to download.By limiting the data the performance of the system improves on networks with limited bandwidth and or data sharing with other applications
31Roster Manager Roster Manager – Primary Program Shift Management Create, Edit, Delete – shiftsAllocation of individual shifts / leaveInformation DisplayVisual DisplayEmployees allocated shiftsAvailable shiftsLeave allocation RDO, AL Etc.Vacant ShiftsRoster PatternsUnallocated shiftsShort cut keys available
32Roster Manager Easy Roster can be formatted to 7,14 or 28 days The roster displays can be in a number of different formatsSingle line roster – one shift per employee per day
33Roster ManagerDouble line – for split shift displays and on-call displaysThe second line can be used for second / stand by shifts – split shift operations- or overtime shift coverageThe easy roster team can place icons on the different shift type as the telephone on the shift indicates an on call shift.
34Allocated shifts and RDO’s Roster ManagerAllocated shifts and RDO’sLeave AllocatedGreen – OKRed- ProblemNo shift allocatedThe majority of the color scheme is user definable within the application.1) The unallocated shift can also be filtered to find/ select / allocate shifts2)The allocation if shifts can be system allocated following user defined rules (use of system priorities) or can be manually allocated using the click and drag system. During the allocation of all shifts the system will validate the allocation making sure the employee has the ability (skills Etc.) to perform the tasks. These can be overridden if required by the primary user.3) the red / green highlight of the name indicates if the rules of the employee category to which the employee belongs has been successfully filled. Green = YES, Red = NO. ensuring the roster fulfills all requirements is necessary before the roster is published.4) blank rosters (vacant shift positions) allows the user to either allocate shifts or leave. It is also a good visual if there are no vacant spaces but still unallocated work then the workload and / or staff ratio may need to be review.5) leave allocation, there is a number of ways within the system to manage leave allocation. But within the roster manager program is the final allocation from which timesheets are generated fro payroll6) within the application the user can insert hourly labor rates, and the figure in the top corner will provide some INDACTIVE roster costing fot thee roster period.Shift to be Allocated / covered