System Overview. Tel:

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1 System Overview Tel:

2 1 SYSTEM BENEFITS Reduce the time and cost of scheduling Automate schedule creation and overtime allocation to employees. SchedulePro simplifies the scheduling task and frees up employees to focus on delivering important services. Automate the complexity of managing daily schedules Feeling overwhelmed with the burden of daily We now have line of sight in any part of the organization from any level of management. - Ally Bank maintenance of schedules to accommodate sick employees, vacation requests, and every other day to day situation? SchedulePro automates and streamlines all of the complexity, saving time and increasing efficiency. Eliminate the errors from manual scheduling with end to end workflows for allocating overtime, approving leave requests and finding replacement employees. Optimize resource allocation Find the right employee every time Be sure you have the right employees for every shift. SchedulePro ensures that the required number of employees are scheduled for each shift. Employees are automatically selected to ensure they meet all the skill requirements and hours of work rules. Multi-site functionality allows employees to be easily shared between different locations, thereby maximizing utilization of your existing workforce. Simplify management and deployment of your workforce SchedulePro was designed to efficiently manage single and multi-site work forces. Create any type of shift pattern to automate standard schedules. Assign on shift tasks such as duty assignments, area coverage, trainings or any other special event. SchedulePro provides an integrated view and ensures that all employees come together to provide a single cohesive service for coverage. Empower employees to self-manage SchedulePro Web provides an easy to use employee portal to view and manage personal schedules. With our web based system, employees can log in from anywhere, 24/7, to view their schedules, bid on open shifts, submit leave requests, and much more. In product and messaging ensures employees are always up to date on any schedule changes. EDP Software 2

3 2 PRODUCT OVERVIEW The SchedulePro solution distinguishes itself from the competition by offering an extremely comprehensive and flexible workforce optimization package that is easy to use and simple to implement. Highly configurable and flexible SchedulePro can adapt to today s dynamic and evolving workplace. The system is highly configurable which allows it to adapt to almost any scheduling process and organization rule set. As workforce deployments evolve, SchedulePro s configuration can easily be updated to match. Handle even the most complex schedules Designed to work in the most demanding work forces, the product takes hour of work rules, organization rules and organizational preferences into account, streamlining processes while improving compliance with existing procedures. Individual organization rules and preferences can easily be defined and updated. End to end workforce schedule management. Fastest Time to realization Say no to software deployment! SchedulePro is the easiest and fastest scheduling system to deploy and implement. SchedulePro s hosted SaaS offering removes the IT burden of complicated systems from our clients. Accounts of any size are up and running in minutes and instantly available from around the world. Setup, configuration, training and rollout of an automated solution can be accomplished in about 1 week at 500 employee facilities. 3 FEATURE LIST Feature Scheduling Description Schedule full-time, part-time and casual employees. Define any number of shift patterns to be automatically rotated and applied to your daily roster. Easily define and update staffing coverage levels in daily or hourly blocks. Schedule Tasks and Events Team based schedules Overtime Allocation Verifying staff coverage and maintaining daily schedules is simple. Streamlined workflows identify coverage gaps and schedule inefficiencies. Replacement employees are found with a single click, the system automatically determining the appropriate employee based on configurable rules. Assign tasks or events for employees during their shifts. For example, assign breaks, patrol areas and on shift duties by hour. Coverage numbers for tasks are easily reviewed and any shortages can be filled with 1 click. Easily assign employees into teams and manage the team as a single group. SchedulePro makes it easy to schedule and review the team and their assignments as a whole. Distribute overtime evenly across your workforce. SchedulePro Web provides 5 common overtime allocation algorithms to match your organization s rules and preferences. EDP Software 3

4 Skills and Certification Management Multi-Site / location support Automated management workflows Employee Self Service Employee Messaging Reporting Administration Languages Track employee skill sets and define skills requirements for each shift. SchedulePro will automatically ensures qualified employees are assigned to a shift. Integrated reporting and line of sight to all levels of your organization. Multiple sites can be managed in a single account, combining data that allows managers to view staffing metrics across many levels of the organization. SchedulePro multi-site provides: - Management reports for a region, department or down to a single team - Sharing of employees between sites for more efficient balancing of manpower - Divide scheduling duties among a set of managers or delegate to lower cost clerks Remove paperwork and errors when dealing with managing employee schedules. SchedulePro has built in workflows to manage changes to schedules such as finding replacement workers or managing vacation leave requests. All workflows take defined organization rules into account saving managers time and increasing compliance with agreements. Empower employees to control their schedules and at the same time reduce management overhead and errors. Employee self-service provides individuals 24/7 access to their schedules, request leaves, trades shifts, assign their availability and bid on available overtime. Integrated into our management workflows, employee requests are tracked and sent to the appropriate manager for approval. Paperwork is eliminated and processes are streamlined. SchedulePro workflows provide notifications as well as in-product messages to notify employees of any changes to the schedule or pending requests. All actions are tracked in the system and available for audit at any time. Gain insight into the labor and staffing landscape in your organization. SchedulePro has a large set of management reports which can be easily scoped to provide data for any level of management. Clients can easily manage and configure their SchedulePro installation through the Administration module. All configuration and setup parameters can be defined in an easy to use and friendly interface. SchedulePro Web is available in French and English languages Additional Optional Modules Module SchedulePro Advanced Leave Management Employee Shift Bid System Description SchedulePro will automatically calculate and manage employee leave accrual and balances. Highly configurable and flexible, several different leave allocation rules are available to meet organization rules. Leave management provides: - Banking of full or partial overtime shifts. - Configurable leave carry forward rules - Overtime pay incentives Management can easily post unfilled shifts and have employees bid on filling in the open position. The SchedulePro Shift Bid system manages and tracks the end to end workflow, handling notifications, messaging and acceptances for all involved parties. EDP Software 4

5 4 EDP SOFTWARE SERVICES EDP Software can provide the necessary expertise and services to implement an end to end solution. With over 20 years of experience working with non-unionized and unionized workforces, EDP Software understands the industry best practices for implementing a staff scheduling solution. Implementation Consulting Moving to an automated scheduling system can be a complicated task for an organization. EDP Software can provide dedicated resources to manage this process. From requirement gathering to managing the phased rollout of the system, our consultants can help an organization every step of the way. Custom Development and Extensions The SchedulePro Web platform is highly extensible. For the cases where an existing configuration option does not meet our customer needs, EDP Software can develop customized solutions and workflows to meet any business process and labor workforce rule. Our professional development team can quickly build custom interfaces, workflows and reports that will extend the existing SchedulePro Web functionality. Training Full on-site training is available for schedulers and system administrators. After sales support A variety of after sales support levels are available for our customers. We can provide application support, technical support and system operations support as needed. Support delivery can range from standard phone support to on-site engineering support as needed by the customer. Some of our clients Many organizations trust SchedulePro with their mission critical scheduling needs. We have the technology and experience to deliver a solution that works for you. EDP Software 5