bank employee scheduling system Mesa

Today’s case study explains how TimeSimplicity can help a typical small credit union maintain quality customer service while controlling operating expenses through simplified credit union employee scheduling.

Even though an increasing number of routine banking transactions are performed online without the help of a human bank teller, it is vital for small not-for-profit financial service providers to furnish the type of customer service that can only be experienced at a small, locally-based organization.

Our example organization is Springfield Community Credit Union. It was launched in 1982 and currently has 5 branches. It was originally founded for the employees of a state university but now has a diverse (and steadily increasing) membership that reflects the demographics of the area.

Since credit unions are not-for-profit, they must control their cost of labor in order to furnish low rates and minimal fees to members-the main reason customers choose credit unions in the first place. With rising costs for marketing, computer systems, and qualified employees, Springfield knew it had to improve staff efficiency to stay competitive.

Monumental Scheduling Challenges

The only change Springfield supervisors had made to their manual employee scheduling system was moving it from paper to Excel spreadsheets fifteen years ago. At that time, there were only two branches and scheduling was much easier. When Springfield opened its fifth branch, workforce scheduling problems were consuming a big chunk of administrative time. The branch managers knew they needed to automate their scheduling to maintain productivity, improve waning staff morale, and retain their members.

They had an extensive “wish list” for the capabilities of an ideal Workforce Management System:

Staff each branch adequately for all shifts.
Integrate with their payroll system.
Limit overtime for full-time employees.
Make sure part-timers stay within authorized hours.
Provide the associates with their requested schedules as often as possible.
Simplify communication within all departments and branches.
Keep track of which staff members are cross-trained for multiple positions.
Minimize the need for hiring additional staff by strategically scheduling employees who can work at multiple branches.
Retain their highly skilled IT staff. (There are many large tech firms in the area that compete for qualified employees.)
Maintain compliance with federal, state, and local labor laws.

Solution: Workforce Management Suite with TimeSimplicity

Workforce Management Suite fulfilled every item on their wish list and even furnished benefits they had not expected. It delivers managers smart tools for manageable, hassle-free scheduling and allows associates to take over many tasks previously done by supervisors.

Create Schedules in Minutes

With TimeSimplicity, branch managers create standard schedule templates. With the standard schedule in place, they can drag and drop to adapt to changing conditions. Employee job codes let them see at a glance which employees are cross-trained for multiple positions.

Accommodate Employees

Springfield has been able to accommodate their employees’ requested schedules with the TimeSimplicity Virtual Trade Board. Previously, managers would circulate shift change requests to the staff, and then re-circulate when options were proposed. Now, team members simply put requests on the Virtual Trade Board. Managers can rapidly view, monitor and approve shift request changes online. Once a shift trade is confirmed, TimeSimplicity automatically alerts the appropriate employees.

Compliance Conquered

With customized overtime alerts, supervisors are notified when part-time associates are approaching full-time hours, and full-timers are approaching overtime. They don’t need to be continually monitoring time cards to keep staff members working within the designated hours. In the case of a DOL audit, reports can be formed instantly from attendance data that was automatically captured and recorded.

Less Waiting for Members

Since adopting Workforce Management Suite, Springfield teller and phone customer wait times have decreased significantly, the admin staff is much more productive, and employee loyalty has improved.

For a demo of Workforce Management Suite, call 480.784.4440.

Contact Access1Source for information regarding Workforce Management SuiteUPGRADE TODAY

Access1Source offers Workforce Management Suite, the powerful, fully-integrated Workforce Management Suite that makes it easy to optimize the performance of your supervisors, employees, and company.

Workforce Management Suite includes TimeSource Plus, TimeSimplicity, and TimeWorks Mobile. Workforce Management Suite is designed for busy employers like you who need to streamline scheduling, automate time and attendance tracking, maintain regulatory compliance, and reduce labor costs.

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We can get you up and running with Workforce Management Suite in minutes. Contact us today to schedule a demo.