Workforce scheduling
/General Information
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Welcome to OBS Workforce Scheduling
The Workforce Scheduling module helps organizations plan and manage employee shifts efficiently. By assigning shift codes to each day, managers (and other authorized users) can create structured schedules well in advance, accurately capturing regular hours, absences, sick leave, remote work, or business trips.
Because of its fully integrated design, the module automatically updates schedules whenever a vacation, overtime, or business travel request is approved, and also indicates remote work status with distinctive house icons. Real-time data flows seamlessly among modules — eliminating manual re-entry, reducing errors, and giving teams a unified, at-a-glance view of who is working, when, and where.
Powerful BI (Business Intelligence) capabilities provide monthly and quarterly statistics, including export options for accounting and payroll. Rights can be delegated so that team leads can manage schedules on behalf of their departments or specific groups. Ultimately, Workforce Scheduling offers a robust, flexible system to ensure every hour is accounted for and every shift is covered.
Key Features
- Shift-Code Management: Define shift codes for varied working hours, then assign them to employees’ daily schedules.
- Automated Updates: Seamless integration with leave, business travel, and overtime modules automatically adjusts shift codes when requests are approved.
- Delegation & Access Rights: Grant or transfer scheduling permissions, allowing managers or delegated users to plan and approve schedules on behalf of their teams.
- Bulk Editing & Auto-Fill: Copy/paste functionality and auto-fill options speed up repetitive scheduling tasks, especially for large departments.
- BI & Export Tools: View monthly or quarterly hours, generate comprehensive statistics, and export results for payroll and accounting.
- Secure Locking Mechanism: Lock a department’s schedule to prevent unwanted changes and finalize data for approvals.
- Approval Workflow: Validate department or team schedules at the end of each period, ensuring accountability and compliance with organizational policies.
- Attendance Visibility: Quickly review employees’ planned schedules, remaining leaves, or assigned trips, all in one interface.
- Customizable Reporting: Filter schedules, track total worked hours, manage overtime, and produce tailored outputs based on user-defined criteria.
- Scalable & Adaptable: Whether you’re a small team or a large enterprise, Workforce Scheduling grows with you—integrating seamlessly into existing HR workflows.
Embrace the simplicity and power of Workforce Scheduling to create accurate, efficient work plans. From forecasting to final approval, this module ensures transparency, accountability, and adaptability—enabling leaders to focus on strategic growth and employees to stay informed of their schedules.