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| Scheduling & Communication Essentials |
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| User Roles and Permissions Assign different roles, permissions, and authorization levels to users. |
Yes |
Yes |
| Scheduling Workflows Search and assign employees in a specific order that matches your current processes. |
Yes |
Yes |
| Shift Pattern Rotation When applicable, automatically create employee schedules based on the shift patterns assigned to them. |
Yes |
Yes |
| Staffing Level Requirements Setting Define the number of staff required for each position, job, and shift every day. |
Yes |
Yes |
| Employee Eligibility and Availability Checking Ensure that only employees with the required profile, skills, and availability are scheduled. |
Yes |
Yes |
| Candidate Finder Find eligible employees for shifts with a validated list that automatically prioritizes employees based on a predefined order. |
Yes |
Yes |
| Shift Bidding Allow eligible employees to bid for shift openings on demand. |
Yes |
Yes |
| Shift Trade Manage and approve shift trades between employees. |
Yes |
Yes |
| On-Call (“Standby”) Schedule non-working employees to be on-call or standby for potential vacancies. |
Yes |
Yes |
| Overtime Volunteer Assign employees based on the shifts they have volunteered to take. |
Yes |
Yes |
| Policy-Based Overtime Detection and Counting Define how overtime should be detected and counted based on your overtime policy. |
Yes |
Yes |
| Email and In-Application Notifications Send automatic notifications about schedule and request status changes via emails and in-app alerts. |
Yes |
Yes |
| SMS Notifications* Send automatic notifications about schedule and request status changes via SMS messages. |
Yes |
Yes |
| Employee Self Service |
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| Mobile Apps Allow employees to access their schedule details on any mobile devices. |
Yes |
Yes |
| Shift Trading Allow employees to trade shifts with one another. Configurable with or without manager approval. |
Yes |
Yes |
| Shift Bidding Allow employees to bid on shifts once they are made available by schedulers. |
Yes |
Yes |
| Overtime Volunteer Sign-up Allow employees to sign up for additional shifts if they are available. |
Yes |
Yes |
| Time Off Requests Submit and edit time-off requests at employees’ convenience. |
Yes |
Yes |
| Advanced Scheduling |
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| Auto Schedule In a single click, fill all openings with the employee combination that yields the highest coverage and lowest cost without violating any compliance or workflow requirements. |
Yes |
Yes |
| Demand-Based SchedulingCreate staffing requirements and schedule structures based on production line schedules and SKU demands. Applicable to most manufacturing and warehousing facilities. |
Yes |
Yes |
| Outages (“Turnaround”) Scheduling Automatically apply a different shift pattern and rule set to employees during planned outage (“turnaround”) periods. |
Yes |
Yes |
| Employee Shuffling Minimize the number of overtime callouts by shuffling already scheduled employees through different jobs and positions to cover openings. |
Yes |
Yes |
| Overtime Refusal Tracking and Charging Track overtime shift refusals and the associated reasons, per employee. Option to use refusal hour calculations to determine employees’ priority order for assignments. |
Yes |
Yes |
| Overtime Equalization Rotate overtime assignments among employees based on factors such as overtime balance, last overtime date, seniority, and more. |
Yes |
Yes |
| Overtime Banking Convert overtime hours into available leave hours for future consumption. |
Yes |
Yes |
| Robo Dialer* Place automated phone calls to notify employees about shift openings and confirm shift acceptance. |
Yes |
Yes |
| Qualification Expiry ManagementPrevent workers from being assigned beyond qualification expiry dates. |
No |
Yes |
| Automatic Job RotationOptimize schedule by rotating employees between various posts to maintain work experience level among relevant positions and jobs. |
No |
Yes |
| Job Proficiency Management Enforce job proficiency requirements based on the number of shifts employees have been scheduled for a particular position or job within a specific timeframe. Support OSHA requirements and prevent employees from being assigned if they fall below proficiency thresholds. Automatically rotate employees among positions/jobs based on mandatory policies to keep employees proficient at all times. The ability to allow a grace period for meeting proficiency requirements is also available. |
No |
Yes |
| Secondary Duties Scheduling (Example: Emergency Response) Schedule emergency response and other secondary duties on top of the employee’s primary schedule. |
No |
Yes |
| Conditional Staffing Specify the required mix of certifications that employees on-shift should have. (Example: For any given shift, I need at least five people with Steam Ticket Certification and three people with Hot Board Certification.) |
No |
Yes |
| Compliance |
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| Compliance Guarantee ** The industry’s only money-back compliance guarantee. Ensure all your rules are enforced accurately and, when overridden, tracked for auditing purposes. |
Yes |
Yes |
| Work Hours Restrictions Comply with rules such as maximum hours in a day, maximum shifts in a work set, rest between shifts, and more. |
Yes |
Yes |
| California Day of Rest Requirements Adhere to the rest requirements set forth by state law. |
Yes |
Yes |
| Union Agreements (“Collective Bargaining Agreements”) Enforce scheduling rules required by your collective bargaining agreements. |
Yes |
Yes |
| Activity and System Audit Log Track schedule actions, action owners, affected employees, and timestamps for schedule or system changes. |
Yes |
Yes |
| PHMSA CFR 49 192 & 195 and API RP 755 Compliance Automatically enforce all PHMSA CFR CFR 49 192 & 195 regulations and API RP 755 guidelines. Standard audit reports are included. |
No |
Yes |
| Reporting |
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| Standard Reports More than 40 standard reports relating to schedule, overtime, and workforce statistics. |
Yes |
Yes |
| Work Rules Audit Report Run real-time reports on all scheduling rules violations and justifications over a defined date range. |
Yes |
Yes |
| Union Grievance Tracking and Alerts A real-time report that identifies wrongful assignments per union agreements. Make necessary adjustments before publishing the schedule to employees. |
Yes |
Yes |
| Scheduled Reports Schedule reports to be automatically run and then emailed to stakeholders at a specific time interval. |
Yes |
Yes |
| Qualification Tracking and Projection Forecast employees at risk of losing qualification in 30/60/90/120 days based on their qualification expiry dates. Useful for hiring and training purposes. |
No |
Yes |
| Job Proficiency Tracking and Projection Forecast employees at risk of losing job proficiency in 30/60/90/120 days based on the number of shifts they’ve been scheduled to particular positions or jobs. Useful for hiring and training purposes. |
No |
Yes |
| PHMSA CFR 49 192 & 195 and API RP 755 Audit Reports PHMSA Violation Report, API RP 755 Deviation Report, and Work Set Count Report. |
No |
Yes |
| Workforce Management |
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| Labor Forecasting* Convert production demand data into accurate staffing level requirements to avoid under or overscheduling. |
Yes |
Yes |
| Timesheets* Manage timesheet submission, approval, and pay code mapping. |
Yes |
Yes |
| Leave Planning and Management Manage time-off requests, planning, and approval. Enforce leave balance and the minimum staffing level required for leave approval. |
Yes |
Yes |
| Protected Leave Days Automatically block off non-working days adjacent to an approved leave so that they cannot be scheduled. |
No |
Yes |
| Integrations |
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| Open API Integrate easily with other software using an easy to use and well-documented open API. |
Yes |
Yes |
| Single Sign-On* Integrated SSO authentication using SAML2. |
Yes |
Yes |
| Payroll Integration* Export timesheets or schedule hours to your payroll platform. |
Yes |
Yes |
