Posts Tagged ‘Online Scheduling’

Summer Lessons Learned

Tuesday, August 24th, 2010

summerIt’s official, this summer has gone by way too fast.  A few short months ago I was writing about the beginning of festival season and now here we are, getting ready to wrap things up with the unofficial end of summer–Labor Day Weekend–only 2 weeks away.  Here at Shiftboard we’ve learned a lot over the past few months, who says learning doesn’t happen in the summer?  To summarize here are 3 points that have stood out to us the most:

1.  Done right-self service scheduling can fill an entire festival’s staffing needs in one weekend.  Create a buzz, let your volunteers know when you will be posting the shifts, provide a bit of info/incentive about each role, and voila! You’ll have volunteers waiting to sign up for their shifts of choice.

2.  Your scheduling “rules” are often unnecessary-we are constantly amazed by the level of complexity that some schedulers put themselves through, especially since nine times out of 10 they don’t need to.  In the case of online scheduling, keeping it simple and organized is often best.

3.  Clarity and transparency is the key to accurate communication.  If people-especially managers-only get a few pieces of the puzzle miscommunications are bound to occur, using a clear, always up to date, and accurate calendar is one giant leap in the right direction towards better overall communication and run around.

Hope these make sense to you all, we’ve seen them to be tried and true from the largest international events down to local small businesses and everything in between.

Nahid

The Economics of Online Scheduling

Friday, August 6th, 2010

As an economics graduate, I’ve come to realize that I almost always try to quantify certain actions–especially in terms of the most efficient way to use a limited amount of resources.  That said, it’s no surprise that I’ve found myself at a company that does just that-making the best use of manager’s, scheduler’s, and volunteer coordinator’s very limited time.  Why would someone who is constantly under the gun and crunched for time sit down and manually work around availability, skill sets, and employee preferences when there are easy ways around it?clock

An important concept familiar to all econ/finance/business people is the opportunity cost of certain actions.  In theory, everything you do has an opportunity cost (how’s that for pressure?).    If you spend the afternoon in a yoga class you aren’t just out $20, but you also incur an opportunity cost.  Those 90 minutes dedicated to your inner self could have been spent on the job making money or perfecting a skill to set you up for future success.  It all boils down to deciding what the best use of your time really is.  To many, spending those 90 minutes once a week is critical in avoiding a stress induced meltdown which we can all agree would lead to far worse consequences than foregoing a few bucks.

To the small business owner, volunteer coordinator, or manager at a large conglomerate it’s safe to say that their scarcest yet most valuable resource is time.  Any product or tool that can effectively reduce time spent doing one thing to put towards time doing something else like growing the business, planning an event, or simply eliminating stress is a very good thing.  Yes, there is a cost associated with online scheduling, but that cost is minimal compared to the payback.  Rather than eating up hours every week plugging in schedules, calling around to get coverage, making changes to employee contact information, and making sure your schedule is current and up to date,  Shiftboard allows you to put that time into your primary goal.  Who can afford the opportunity cost of not using online scheduling?  Not only will you put time previously spent scheduling towards a greater good, but chances are your current scheduling process won’t hold a candle to the tools, communications, and overall ease of use that the team here at Shiftboard has worked hard to create, test, and perfect.

-Nahid

Smoothing it All Out

Tuesday, July 13th, 2010

easyShiftboard was recently featured in a Federal Times article about the importance of streamlining and simplifying all the processes that need to happen from date of hire to the first day of work to the first major task/event for any new or seasoned employee.  Any new hire can tell you that the first hours spent in their new job are almost always dedicated to filling out dozens of different forms, specific availability, tax information, emergency contact stuff…the list goes on and on.

It’s never easy on the other end either, HR managers have to keep track of not only the new forms, but past resumes, notes, and references, to name a few key pieces.

Many Shiftboard users don’t realize that they can actually input and store all of this information in their Shiftboard site.  Yes, Shiftboard is useful for the obvious reasons-online scheduling-but there are many other workforce management benefits to using the software.  Users are able to upload their resume’s upon registration to your organization that can be stored and viewed in their user profile.  Emergency contact information as well as basic personal information is also stored within Shiftboard, and can be exported into an Excel report at the click of a button.

Shiftboard clients can customize information fields that need to be kept with each employee’s profile–from experience levels and certifications to T-shirt sizes and their favorite bar.  Probably the best part of all of this is that as long as you have an internet connection you will always have access to this information in a secure spot–you will be able to control who sees it, who can change, and it will always be password protected.

If you have any questions about how to access the features mentioned above give us a call at 1-800-746-7531 or shoot us an email by clicking Contact above.

–Nahid

Online Scheduling 101: Shiftboard’s Financial Tools

Wednesday, July 7th, 2010

money

One of the biggest headaches in trying to create financial labor forecasts is the constant cross referencing-adding up hours, typos, no shows, actual vs. scheduled, etc…

With Shiftboard’s financial forecasting tools you will be able to run a report of your employee’s scheduled hours and see just how close (or far) from your budget you fall.  Having this capacity to run this report directly from the data that you will be using will greatly reduce not only errors, but headaches and time spent creating a labor forecast as well.

Individuals can be assigned a pay code with an associated amount, or an overriding pay rate. When you run reports Shiftboard will calculate the overall labor cost based on hours and the associated wage.  For shifts that haven’t been filled yet, Shiftboard allows you to make a prediction on what your labor expenditures will be. By assigning default pay rates/codes to your teams, you can run reports to help determine how much you will be distributing to your workers – even if you don’t know which workers will be filling those shifts. Staffing companies can benefit from this as well—if you work with contractors whose wages vary site to site, leave your worker’s financials blank and Shiftboard will use the team’s default wage to come up with their forecasted labor.

Clawing Back Management Time

Friday, May 21st, 2010

Brief PowerPoint presentation illustrates the value of online scheduling in today’s busy world:

Download (PPT, 300.5KB)

Remember When . . . Confusing Products Were A Good Thing?

Monday, April 12th, 2010

There was a day, not so long ago, when most business software was bought from the likes of SAP or Oracle or Siebel Systems.  It came on a disk that needed to be installed on a server with a whole lot of customization by some very high priced consultants.  Sit back, take a deep breath, relax, and take a walk down memory lane with me.

Let’s just say, for example, a CIO of a big manufacturing or services business led a committee that decided to buy SAP as an ERP system.  He and his team commit the company to a 7 figure purchase price and 2-3x that again in consulting fees.  Something like a year passes, and this company is rolling out SAP.  Finally going live.

What do you think that CIO says to a couple of operations-types from the warehouse or manufacturing floor who knock on his door and complain that the screens are quite busy and complex, that the work-flows are unintuitive, that they can’t figure out what to do even with the user manual (roughly the size of phone book) right in front of them?  He tells them to pack sand, only not so nicely.  He says, “Suck it up and figure it out.  We just spent $7 million on this package.  Either that, or try not to let the door slam your gluteus maximus on the way out.”

The times they are a changin’

I remember as a CRM sales guy in the late 1990s Siebel Systems touting 135 screens in their marketing literature.

confused-userOh, what a great software concept – confuse the crap out of your user community.  Can you imagine any software-as-a-service (SaaS) company marketing like that today? It wouldn’t just be slitting the company’s throat.  It would be the VP of Marketing filling entire office building with jet fuel and then grabbing a smoke.

What has changed?  Seven million handcuffs were removed, that’s what.  The massive upfront lock-in costs are gone in SaaS.  The business buyers pay as they go, a month at a time.  The software has to perform its function well, very quickly, and it has to be extremely intuitive.  If it’s not, the user community really does hit the road.  They vote with their feet, and fast.

Online scheduling driven by the user base

A couple of years ago, I was preparing to meet Shiftboard’s founder, Bryan, for the first time.  I was doing my homework on the online scheduling market which was new to me.  I have studied a fair number of markets in my day, and I figured I had the big picture of this one.

Somewhere in the first 15 minutes of that meeting, Bryan says, “Most scheduling software is built from the scheduler out.  But Shiftboard was built first and foremost for the users, the workers checking schedules and picking up shifts, in other words designed from the worker in.  Because in online scheduling software over the next decade, the users will ultimately have the biggest collective say in what software is used.”  I was off my game.  That nugget of information got under my skin.  I thought about it a lot over the next couple of days.  I met him a couple of more times, talked to some customers, laid awake at night chewing on it.

Here was the product manager of the future, not the past.  Here was a guy who designed the product around ease of use above all things.  It didn’t take me too long.  I decided to get on the train . . . pushed all my chips to the middle of the table . . . because I knew from more than a decade in the business that his kind of software product design was where the whole software industry was going.

See what you think about our online scheduling software – literally tens of thousands of users who have logged in for the very first time and figured out what to do without a lick of training.  There ain’t no 135 screens, I can promise you that.

– Rob E

Remember When . . . Confusing Products Were A Good Thing?

There was a day, not so long ago, when most business software was bought from the likes of SAP or Oracle or Siebel Systems.  It came on a disk that needed to be installed on a server with a whole lot of customization by some very high priced consultants.  Sit back, take a deep breath, relax, and take a walk down memory lane with me.

Let’s just say, for example, a CIO of a big manufacturing or services business led a committee that decided to buy SAP as an ERP system.  He and his team commit the company to a 7 figure purchase price and 2-3x that again in consulting fees.  Something like a year passes, and this company is rolling out SAP.  Finally going live.

What do you think that CIO says to a couple of operations-types from the warehouse or manufacturing floor who knock on his door and complain that the screens are quite busy and complex, that the work-flows are unintuitive, that they can’t figure out what to do even with the user manual (roughly the size of phone book) right in front of them?  He tells them to pack sand, only not so nicely.  He says, “Suck it up and figure it out.  We just spent $7 million on this package.  Either that, or try not to let the door slam your gluteus maximus on the way out.”

The times they are a changin’

I remember as a CRM sales guy in the late 1990s Siebel Systems touting 135 screens in their marketing literature.  [Insert confused user here.  I had trouble finding a free image: http://www.istockphoto.com/stock-photo-1722913-frustrated.php] Oh, what a great software concept – confuse the crap out of your user community.  Can you imagine any software-as-a-service (SaaS) company marketing like that today?  It wouldn’t just be slitting the company’s throat.  It would be the VP of Marketing filling entire office building with jet fuel and then grabbing a smoke.

What has changed?  Seven million handcuffs were removed, that’s what.  The massive upfront lock-in costs are gone in SaaS.  The business buyers pay as they go, a month at a time.  The software has to perform its function well, very quickly, and it has to be extremely intuitive.  If it’s not, the user community really does hit the road.  They vote with their feet, and fast.

Online scheduling driven by the user base

A couple of years ago, I was preparing to meet Shiftboard’s founder, Bryan, for the first time.  I was doing my homework on the online scheduling market which was new to me.  I have studied a fair number of markets in my day, and I figured I had the big picture of this one.

Somewhere in the first 15 minutes of that meeting, Bryan says, “Most scheduling software is built from the scheduler out.  But Shiftboard was built first and foremost for the users, the workers checking schedules and picking up shifts, in other words designed from the worker in.  Because in online scheduling software over the next decade, the users will ultimately have the biggest collective say in what software is used.”  I was off my game.  That nugget of information got under my skin.  I thought about it a lot over the next couple of days.  I met him a couple of more times, talked to some customers, laid awake at night chewing on it.

Here was the product manager of the future, not the past.  Here was a guy who designed the product around ease of use above all things.  It didn’t take me too long.  I decided to get on the train . . . pushed all my chips to the middle of the table . . . because I knew from more than a decade in the business that his kind of software product design was where the whole software industry was going.

See what you think about our online scheduling software – literally tens of thousands of users who have logged in for the very first time and figured out what to do without a lick of training.  There ain’t no 135 screens, I can promise you that.


Rob Eleveld
Shiftboard, Inc.
direct: 425.503.6066

Only Schedule Employees who are Available

Sunday, February 21st, 2010

Major enhancements involving Shiftboard’s Availability Tools are up and rolling.  This development project was in response to many customers’ valuable feedback.  Shiftboard’s online scheduling tools allow users to update and add to their availability 24/7.  All users specify when they are both available and unavailable.  If a manager clicks “Enforce Availability” when assigning shifts only users who have specified they are available will populate.

Employee scheduling is now simpler than ever.

Managers can’t accidentally schedule employees during conflicting hours.  It is is no longer your responsibility to schedule around every doctor, dentist and hair appointment, parent-teacher conference, or a family vacation.  If Jane doesn’t work Fridays the system won’t allow you to schedule Jane on a Friday.  Of course, managers always have the ability to override availability and can schedule any employee whenever necessary.

Sharing this new tool with current Shiftboard customers is fun.  From medical scheduling to event management scheduling, our customers are astounded by the value provided and shocked when I promise there is no additional cost to their monthly fee.

-Alison J.

:::

Links in this post:

http://www.shiftboard.com

http://www.shiftboard.com/web-based-scheduling-case-studies.html

Increase Referrals with Web-Based Scheduling

Saturday, December 19th, 2009

Shiftboard_Employee-Volunteer-ReferralsNearly all managers agree that referrals are the best and most effective way to recruit your workforce.  Generally, a lead referred from Jim, whose wife walks with Karen, who works for Kim, turns out to be a much better lead than a newspaper listing or online job post.  Utilizing the referral tools within Shiftboard will increase the quality of employees or volunteers you recruit and decrease the headache associated with these tasks.

How do Referrals work?

Shiftboard users can send a referral and personal message via email to anybody who may be interested in your organization. The potential candidate receives an email invitation and personal message from their inside contact.  Using Shiftboard, an interested recipient can click on the link provided to register and/or apply.  A huge bonus for managers is the ability to track and view all past and current referrals.  Managers can see which employees and volunteers are advocates for their organization and also track which referrals have been “redeemed” or have produced actual registrations.

Who uses Referrals?

•  Employee attrition at call centers is often high.  Many of our customers utilize Shiftboard not only for call center scheduling but also for the constant ability to network, attract, and grow workforces 24/7.

•  Event scheduling often requires hundreds and even thousands of workers.  Tracking the number of referrals submitted allows managers to provide incentives and reward employees accordingly.

•  Volunteer scheduling ranks top among market segments using Shiftboard’s referral tools.  The power of volunteers mass messaging and inviting their friends and family members to volunteer with them is significant.  Managers are able to sit back, relax, and watch their most enthusiastic volunteers advocate, recruit and build their organization’s volunteer database.

Get Started!

If you’re a current Shiftboard customer and have not been using Referrals it’s time to start! The process is very simple and already built into your current site.  Contact your account representative today with any questions.

-Alison J.

Cubicle Exit Strategy

Wednesday, October 21st, 2009

At the Give-a-Shift blog,  we focus on the positive.  We look at the cool things that our customers are doing.  We glance at the things are competitors are doing (although we don’t write about that…).  We watch the HR, staffing, scheduling, managing people worlds out there on blogs, Twitter, social networks.

The recent popularity and usefulness of the new book:  I Hate People by authors Jonathan Littman & Marc Hershon has become an oasis for workers everywhere who are stifled, put down, weary, or looking for a way out of the corporate craziness.  It offers some funny and creative ways to process the corporate life.  I’ll admit I’ve struggled with the title.  I don’t prefer the word hate.  Don’t like the way it sounds.  But these guys don’t mean it that way:  They mean to give workers a place to find solutions.

cubicle-evac-planThis post caught my eye and made me laugh: 

Cubicle Exit Strategy

“On those days when it seems the entire rest of the office is focused on sawing away at the last frayed nerve you have left, the best thing to do is just bail for awhile. Get out. Go for a walk. Grab a cup of coffee. Take a nap in a park.”

We all have days where we need to escape.  The great thing about online scheduling is I can do it from anywhere.  Manage my day remotely.

Part of their book explores the concept of Flying Solo.  Of working for yourself, or as I frequently see — being part of a remote team of contractors.  That’s a growing trend and Littman and Hershon capture the reasons why people are seeking greater flexibility and autonomy.  Some of it is economy-induced, but just as much of it is people seeking a way to manage their work life in a new way.  In a way that reflects the opportunity that new web-based technologies make possible. We see volunteers, nurses, workers of all types leveraging Shiftboard in these new ways to make managing their schedules easier, online.

Here’s to a healthy and profitable cubicle exit, if you need it.  Let us know what you think of their blog.

-TJ M