Tool Descriptions

Question 1

Standby

Answer 1

Used as ‘backup’ list/roster (per team, day, other factors?) Save time if someone drops/no shows, they can be AUTOMATICALLY replaced with someone from the Standby list

Question 2

Financial Tool Suite

Answer 2

paycodes, bill rates, forecasting, financial elements

Question 3

Jobboard

Answer 3

post open jobs (NOT SHIFTS). People inside AND outside your site could see the jobboard depending on your specifications

Question 4

Timeclock/Timecard

Answer 4

Track your staff clock-in/clock-out.

Question 5

IVR

Answer 5

Part of Timeclock/timecard that allows your staff to clock-in/clock-out via phone. Security companies use this a lot especially if there is not a ‘central place’ they can clock in/out at.

Question 6

Who’s On

Answer 6

Part of Timeclock/timecard: quick glance to see who is working (Ask to see this in action/what else the tool contains)

Question 7

Account Scoring

Answer 7

Part of Manager Notes function, score your staff based on your specific performance metrics

Question 8

Custom Reports Builder

Answer 8

Create your own customized reports to discover insights on your workforce data. In addition, you can export that data to other analysis solutions you might be using

Question 9

Timeoff

Answer 9

Track your staffs timeoff requests within Shiftboard

Question 10

Onboarding

Answer 10

Track progress of each member that registers with your site. Use ONLY if you use your site as a registration/application portal. (Ask in greater detail)

Question 11

Mobile Tools

Answer 11

iPhone & Android. Used complimentary products to assist with tracking everything you do on Shiftboard. If not on supported Apple/Android, you can use mobile.shiftboard.com on your phones browser.

Question 12

Acknowledgements

Answer 12

Have staff recognize their shifts so mgmt. doesn’t have to send confirmations.

Question 13

Timecard Reminders

Answer 13

Automated reminders for your staff to submit timecards. Ensures everyone gets his or her hours in.

Question 14

Demand/Shift Planning

Answer 14

Using erlang c-based tools, you can calculate the number of staff you need to cover job/project/office requirements. Great ONLY if they have the data to back it up. Call centers use it mostly.

Question 15

No Show

Answer 15

Mark absentees. Use this information to discover insights on your workforce for future shifts.

Question 16

Tradeboard

Answer 16

Allows staff to trade shifts between themselves w/o mgmt. approval. Cuts the ‘busy work’ from your mgmrs.

Question 17

Account Documents

Answer 17

Store up to 20docs per account. Additional 5GB storage available if needed.

Question 18

Drop Point Service

Answer 18

Link reports and uploads between SB and another virtual system. Used if want to sync SB with another DB

Question 19

API

Answer 19

Connect SB with other software. Requires customers to have programming resources to code link between SB and other software.

Question 20

Executive Dashboard

Answer 20

Provides executives with quick glance of employee status. Used especially if your company will have multiple SB sites.

Question 21

Application/Registration Page

Answer 21

Provide customizable application/employee registration page.

Question 22

Tracking of Payments

Answer 22

Connect SB w/ payment provider to accept payments during application or registration process. USE IF your application process has fees associated with it.