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Full ShiftPlanning Scheduling Software review – all you need to know about ShiftPlanning Scheduling Software

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ShiftPlanning Employee Scheduling Software
ShiftPlanning Employee Scheduling Software

What is ShiftPlanning?

ShiftPlanning is a suite of employee scheduling and management softwares. They are developed by Humanity, a company that creates softwares aimed at making shift-based businesses operate smoothly and on-time. Humanity’s platform of workplace management softwares includes an employee shift maker, a time clock that checks employee check-in and check-out times, a robust leave management system, a forecasting system to predict your organization’s expenses and sales figures, as well as payroll provider integrations and communication solutions for your organization.

ShiftPlanning also offers excellent support to its clients. For the latest updates and announcements, you can subscribe to its blog on ShiftPlanning website. Also, there are many helpful guides, infographics, and E-courses on its website too, that can quickly help your staff understand the software. These resources also showcase the best practices to enable you to get the most value out of ShiftPlanning suite.

Additionally, there are also frequent webinars, as well as tutorials and live chat support available. We will see those in detail very soon. But first, let’s have a detailed look at the various features of ShiftPlanning platform.

Features

ShiftPlanning comes with a wide array of features. Here are a few of them:

Employee Schedule Maker

Humanity’s schedule maker is called ShiftPlanning and is the main component of its employee management suite. ShiftPlanning has many must-have features for effortless employee scheduling, such as a dashboard to get an overview of your organization’s operations, a fast and easy table-based schedule creator, and real-time budgeting estimations, among many other features.

When you first create a new schedule in ShiftPlanning, you will get a blank table as your starting point. Creating a new shift is as easy as clicking on a cell and typing the start and end times of that shift. Press Enter, and you are done! Create as many shifts as you see fit, and then you can finally see your finished schedule within minutes.
Alternatively, you can also reuse an older schedule that you have already created. Reusing saves significant time if you are creating similar schedules.

A useful feature to have by your side is the real-time estimation of expenses for scheduling a particular employee. Say, for instance, you schedule James Jones for 9 am to 5 pm each weekday, for a month. When you’re creating a schedule, you will see the payout that James will receive at payday. The expense is updated in real-time, while you’re creating the shift, so you can quickly try out scheduling different employees for the shift to optimize expenses.

Also, if you are on the go, you can use the native iOS or Android app for quickly creating, editing, and viewing your employees’ schedules.

You can also use ShiftPlanning’s rule-based scheduling to avoid scheduling conflicts. ShiftPlanning also keeps in track of overtimes and undertime of each of your employees, so you can rest assured that you do not have to incur extra expenses for one of your employees’ overtime. Similarly, it also warns if your schedule is under-scheduling one of your employees.

You can also set custom rules, like setting limits to the maximum amount of daily work hours, and the number of contiguous weekdays an employee can be scheduled. These checks and balances allow optimal scheduling while minimizing employee fatigue. Also, you can be sure that your organization’s schedules are compliant with local labor laws.

ShiftPlanning also has features to automatically create schedules. It uses data from your past schedules and trends to create tailored schedules that require minimal tweaking. ShiftPlanning also forecasts future staff requirements, by integrating data from your point of sale systems. It can predict foot traffic and future sales figures.

If your business operates over multiple locations, there is no requirement of deploying multiple different softwares – ShiftPlanning can scale to accommodate all your locations. You can create different schedules and assign them to different locations. Additionally, you can assign a subordinate to manage a particular location’s schedules.

Online time clocking software

ShiftPlanning has an integrated time-clocking feature that eliminates the need for using another software, just for tracking time. Employees can use the mobile app on their devices to easily clock-in and clock-out of their shifts. Not only is this convenient for the employees, it also gives managers real-time feedback on employee attendance and late clock-ins.

To prevent employees from cheating and gaming the system, ShiftPlanning requires them to confirm their attendance by clicking a photo of themselves at clock-in. optionally, you can also require them to verify their location via GPS. Attendance is only registered if the employees’ location is at or around the location of premises. You can also check if the employees’ devices are connected to company Wi-Fi as a check to make sure they are within premises.
ShiftPlanning gives managers the information regarding who has clocked in, which employees are running late, and which ones have shifts upcoming. You can send alerts via ShiftPlanning itself to ensure that employees are ready for their shifts. Also, it prevents accidental absence by keeping employees informed.

Employees can also pause the time-tracking when they take a break, and resume it when they get back to work.

Leave Management system

ShiftPlanning also has robust leave management systems. Employees can request leaves from within the app, and managers can accept or reject requests. Not only does this give your employees greater autonomy, but also decreases your workload.

While you are creating a schedule, ShiftPlanning keeps in track of the availability of all employees so you don’t accidentally assign employees when they are on vacation. You can also create leave types for different types of leaves your employee may need. For instance, you can create a leave type for sick leaves, and another for family vacations, and such.

Also, your employees may not need the whole day off, just a few hours. ShiftPlanning can also accommodate such requests. Just select the appropriate option while creating a leave slot for a particular employee. Such type of flexibility is a must-have feature for modern workforce management systems.

To get into the details, you can set limits on how many days your employees can take leave per month. You can set advanced rules the like maximum number of contiguous days off that can be requested by employees. You can be sure that you are never understaffed because ShiftPlanning ensures a certain minimum number of employees with certain skill sets are always available for work.

Data analysis and forecasting

ShiftPlanning allows you to gather business data from a vast variety of points, from point of sale softwares to past sales figures. Advanced data analytics allows you to keep a finger on the pulse of every aspect of your organization, and thus maximize profits.

By analyzing data points from a substantial period of time, you can use the key performance indicators to know which aspects of your organization are actually driving sales forward. ShiftPlanning uses these key performance indicators when creating schedules, so you can be sure all the available data from your organization is put back to work and drive more profits.

ShiftPlanning also provides you a visualization of business data. You can graphical representations of scheduling trends from past months, and make sure that sufficient staff is present when the foot traffic increases in peak months. Other vital data points are phone calls, ticket volume, visitors, and more. You can also us rule-based scheduling to create schedules that lie within some constraints. For example, you can set a limit to the maximum payout for every employee, and let the system create the most efficient schedule within those limits.

Also, to make sure that ShiftPlanning’s forecasts are actually working well, you can compare the previous forecasts with current data, and see if ShiftPlanning had predicted correctly.

Communication and Messaging

ShiftPlanning has a fully featured communication and messaging system built-in. no longer will you have to juggle multiple communication channels to keep in touch with your staff – emails, chat applications and notice boards. ShiftPlanning consolidates all that into one easy to use system that keeps everyone in the loop.

You can post messages to the entire company at once using the Humanity Message Wall. All of your team can then see and read the message.

You can create group chats when necessary too. You can create multiple tags and assign those tags to members. Then you can simply send a message to a particular tag, and all member of that tag can be messaged at once.

ShiftPlanning’s messaging system is 100% secure, and your data is kept under strict control.

Payroll integrations

Using its built-in system of time-tracking, ShiftPlanning creates precise timesheets at the end of each week. Then, you can easily export this data to your payroll provider. ShiftPlanning integrates almost all popular payroll providers in the market, ensuring that weekly payments are delivered as smoothly as possible.

While creating timesheets, ShiftPlanning takes into account all the factors – pay per hour, overtime, vacation, late fees, etc., and generates accurate payments for each employee.

Training Programs

As your organization expands, hiring and training new employees is going to be a regular job. Not just this, you will also have to re-skill your existing workforce too. ShiftPlanning has thought about this problem and built a system of assigning tasks to new and existing employees to help them learn new skills. You can create custom training courses, and then upload them on ShiftPlanning. You can also create tests to verify how ready a recruit is. This can also be used to test the knowledge of existing employees. All the progress of your employees and recruits is available to be analyzed.

Benefits

ShiftPlanning gives you a free trial of 30 days. You can use all the features in this time period and see how well this fits into your organization’s workflow. During this period, the apps are also available for your employees. The settings and configurations you make while in this stage are saved if you decide to buy the software.

ShiftPlanning can accept payments via PayPal, Visa, MasterCard, American Express and wire transfer too.

ShiftPlanning is truly an all in one suite. If covers the entire range of employee management softwares – from employee scheduling to payroll calculation, report generation, and much more.

Pricing

ShiftPlanning comes in 3 pricing tiers: Starter, Classic, and Enterprise.

ShiftPlanning pricing

Starter (USD 2 per user / per month):

  • Employee Scheduling
  • Unlimited Locations & Roles
  • SMS and Email notifications
  • Unlimited 24/7 Support
  • Mobile Applications
  • Availability and Time Off

Classic (USD 3 per user / per month):

  • Employee Scheduling
  • Unlimited Locations & Roles
  • SMS and Email notifications
  • Unlimited 24/7 Support
  • Mobile Applications
  • Availability and Time Off
  • Time and Attendance
  • Employee Skills
  • Task Management
  • Remote Sites
  • Availability Approvals
  • Custom Leave Types
  • Payroll Exports & Integrations
  • Standard Reports

Enterprise (custom pricing):

  • Employee Scheduling
  • Unlimited Locations & Roles
  • SMS and Email notifications
  • Unlimited 24/7 Support
  • Mobile Applications
  • Availability and Time Off
  • Time and Attendance
  • Employee Skills
  • Task Management
  • Remote Sites
  • Availability Approvals
  • Custom Leave Types
  • Payroll Exports & Integrations
  • Standard Reports
  • API Access
  • Forecasting
  • Learning Management
  • Group Platform
  • Custom Branding
  • Dedicated Account Manager

ShiftPlanning provides a 30-day free trial too. More information is available on their website’s pricing page.

Technical Details

ShiftPlanning is available as a web application accessible through their website on any modern web browser. Since it is a web-based application, it can run on any desktop platform – from Windows 10 to Mac and Linux. Also, Android, iPad, and iPhones are supported too and have native apps available.

ShiftPlanning is available only in the English language. However, this should be sufficient for most organizations.

Support Details

ShiftPlanning offers many support services on their website. You can get access to their blog, guides, and other resources to get familiar with some of the best practices. Also, you can go through their webinars, videos, and tutorials to get a better understanding of their software.

If you need help, you can contact their support team via email, or live chat on their website.