Workforce

Manage the people who do the work: employees, positions, schedules, shifts, time, and time off.

Workforce manages the people side of the plant: who works here, what they do, when they are scheduled, and the hours they actually put in. The hours captured here feed labor cost and the live production picture.

It covers:

  • Employees are the people in your organization, with their position and employment details.
  • Positions are the roles employees hold, defining what they do and how they are scheduled.
  • Schedule lays out who is working when across the coming days.
  • Shifts are the recurring working patterns the schedule is built from.
  • Time is the record of hours worked, captured from the floor and reviewed for payroll and costing.
  • Time off handles PTO requests and their approval.

How the day is built

The following diagram shows how a day is built, from role to recorded hours:

Workforce flow: a Position is assigned to an Employee, scheduled into Shifts, worked, and captured as Time recorded

Those recorded hours feed labor cost in Accounting and the Live view in Production.

Employees clock in and out at a time-clock terminal; those entries become the time records reviewed here. Time off requests route for approval and show up against the schedule.

Policy configuration

Shift patterns and PTO policies are organization-level settings. Those details are in the in-app help center for signed-in customers.

The how-tos

  1. Add an employee and give them app access. See Add an employee.
  2. Define positions people hold and their scheduling limits. See Define positions.
  3. Manage shifts as the patterns the schedule is built from. See Manage shifts.
  4. Build the schedule by assigning people to shifts. See Build the schedule.
  5. Review time captured from the floor. See Review time.
  6. Request time off and route it for approval. See Request time off.

For what each state means, see Shift assignment and time-off statuses.

Where to go next