Planning tool benefits beyond the basics

Personnel planning is no easy task. Managers are constantly faced with problems such as duplication or duplication. Therefore, an effective and optimal planning system can come in handy.

Our previous post, titled “Finding the Right Fit: Planning Tools to Look For,” outlined four of the most basic features that a planning tool or program should offer. In addition to helping executives and supervisors with event planning and employee scheduling, these tools should also have a friendly navigation and interface that will not frighten the user and help reduce business costs by cutting paperwork and related expenses.

But what besides these, what else can a planning tool offer? While basic is enough, a planning tool that offers more features to both managers and employees is greatly appreciated, especially if it spells more flexibility and convenience. With all the open possibilities when it comes to computer technology, there is no doubt that scheduling programs and tools can – and should – offer more than just the basics.

Here are some questions you might want to ask to see if there is anything more you can get out of the planning tool you are considering buying.

  1. Does it allow multiple views? As the person responsible for scheduling employees, you will certainly see your employees’ tasks and activities on a daily, weekly and even monthly basis for better tracking and monitoring. Your scheduling tool or program should therefore offer flexibility when it comes to viewing employee calendars. Make sure your scheduling system makes it easy to switch from one calendar view to another.
  2. Does it offer customization settings? The purpose and use of a planning tool may vary depending on the nature and needs of the company. But as you invest in a system designed to help you optimize your operations, you might as well get a program that can do more things for you. Your planning tool should allow for more customization so that you can tailor its use according to your business needs. For example, check if the tool allows you to enter your employees’ skills as well as the skills required for a particular task so that it can perform employee skills matching. For example, when scheduling staff, you can assign someone who is more suited to a task, as the system can pull and match your employees’ skills with the skills required for the task. This type of filtering option is a custom feature that some scheduling tools offer and that you may find useful.
  3. Does it offer synchronization and access on other platforms? Some employees work remotely; others are field-based and may not go into the office regularly. It is ideal if the system used in personnel scheduling also has options for synchronization or access on other platforms. This can include email synchronization, so an alert automatically enters your employees’ email so they can check for new tasks via email without having to email them anymore as your scheduling tool does this for you. Another example is automatic synchronization with your employees’ online calendars.

A planning system is part of a company’s investment and, like any other investment, it should be something that can offer a wide range of services to help with more efficient business operations. It is always worth checking if your planning system can do something more for you and your business.