scheduling software
  • Planning schedule setup for recurring jobs and shifts
  • Actual (Current) schedule copied (generated) from planning schedule for current week(s) work
  • Modification of current schedule without affecting planning schedules.
  • Option for partial schedule generation to handle new jobs starting in the middle of a schedule
  • Easy shift setup for emergency and on demand job requests
  • Synchronized scheduling across time zones
  • Option to assign employees to multiple clients/sites/posts
  • Configurable shift data points for shift quick view and editing
  • Ability to copy and paste schedules
  • Views by schedule, customer, post, site times, site employee, site day, and post employees
  • Cross tabulation of pay and billing hours across the different views
  • Support planned shift rotations
  • Future scheduling capabilities
  • Automatic removal of inactive employees from schedules
  • Automatic warning of open shifts
  • Employee records automatically updated for absences and vacations
  • User definable lunch requirements
  • Synchronized and unsynchronized bill and pay hours per shift
  • Handling of training shifts
  • Employee availability queries for job qualifications, overtime, and pay rate
  • Employee look-up for open posts based on user-definable criteria
  • Employee and client holiday and absence handling
  • Multiple available schedules per customer job
  • Allowing overlapping shifts per job
  • Easily merge or split shifts
  • View schedule history
  • Automatically lock shift changes after a user definable period
  • Checking and resolution of scheduling conflicts, employee availability, job requirements
  • Checking and resolution of client holidays, overtime, employee qualification and job training.
  • Auto-scheduling to avoid scheduling conflicts or shifts with no assigned worker
  • Flexible schedule start day
  • Optionally display employee pictures in schedule view
  • Employee substitution with automatic restore
  • Mobile app, land line, employee portal to allow employee check in and out
  • SMS notification for missed, late, and early check in and out
  • SMS notifications sent to multiple contacts – global, individual, by site or client
  • Overtime and schedule suitability requirement warning
  • Overtime control and warning for filling posts
  • Overtime warning in scheduling and monitoring
  • Limited access available for users at one or all branches
  • Timesheet verification by job, post, or employee
  • Timesheet verification against schedule data
  • Configurable automated shift hours update based on employee electronic check in and out.
  • Scheduling warning if employee is banned at the Client, Site or post level
  • Audit trail of schedule changes
time tracking
  • Alarm generation for variance in the check-in/out schedule
  • Integration into WMS for scheduling and payroll processing
  • Dispatch monitor accessible to authorized user via network
  • Simultaneous, scalable, unlimited call-in
  • Site, post, and employee check-in monitoring tab
  • Custom recording for land line call in
  • Comparison for actual vs scheduled start and end times
  • Easy transfer of employee hours to payroll
  • Attendance and time tracking
Dispatch Monitoring
  • Automatic warnings for overtime and open shifts
  • Automatic updates for absences and job performance
  • Automatically updated schedules based on actual activity
  • Real time view of which employees are checked in and out
  • Dispatch ability to duplicate shifts and split shifts
  • Nine criteria to select and replace employees for no shows and call in for partial time off.
  • Dispatch ability to update schedules with actual times
  • Monitoring of attendance of employee call in and out by phone, automated call in system, mobile app and web portal
  • Exception monitoring for check-ins and check-outs
  • Employee check-in and out screen views by job, post, or employee
  • Open post screen for dispatch coverage filling
accounting data
  • Payroll and Billing subsystems
  • Cash Bank deposit and invoice payment application subsystems
  • Payroll and Billing Reports
  • Other Accounting reports such as Accounts Receivable, Sales, Deposit and Payments reports
  • Payroll Export to third party payroll systems
  • Reports to calculate amounts to post to third party accounting systems
  • Configurable Sales Tax support for multiple jurisdictions
Payroll data
  • Calculate payroll using customizable and flexible payroll rates and employee pay information
  • Calculate payroll hours and pay directly from employee schedule based on a variety of options
  • Option to use employee scheduled or actual hours for payroll calculation
  • User definable overtime, holiday, and sick pay calculation
  • Effective dating of pay rates to automatically apply at a future date
  • Configurable Lunch hours calculation
  • Configurable client public and custom holiday processing
  • Configurable employee vacation, absences and holiday processing
  • Varying pay rates based on job responsibility and client site
  • Can perform trial billing and invoice generation to view results before actual generation
  • Automated and Manual timesheet verification processing
  • Option to edit payroll data prior to creating third-party payroll file
  • QuickBooks or other third party software integration
  • Payroll Export to many popular third party payroll systems
  • Reports showing Payroll summary with regular, O/T, and holiday hours
  • Time card reports by customer or employee
  • Reports showing Payroll summary by site, post, and rate
WMS billing
  • Automatic billing when equipment is assigned to a customer
  • Multiple bill rates based on employee level for each job category
  • Other billable items – e.g radio rental, money pick up, payroll drop off etc.
  • Consolidated invoices by customer and site
  • Can perform trial billing and invoice generation to view results before actual generation
  • Flexible billing: weekly, bi-weekly, monthly, prepaid etc.
  • Adjustment amount field for courtesy discounts, overcharge/undercharge adjustments etc.
  • Bill for the scheduled amount hours or match billing with actual hours worked
  • Detailed flat amount billing (for subcontract jobs, equipment rental etc.)
  • Nonbillable lunch hour feature
  • Nontaxable items (radio rentals, stationery purchases etc.)
  • User definable holiday rate
  • User definable overtime rates
  • Configurable client public and custom holiday processing
  • Configurable employee vacation, absences and holiday processing
  • Configurable pay and bill overtime processing
  • Flexible overtime calculation (40, 80 hours or daily)
  • Varying bill rates based on job responsibility and client site
  • Configurable Sales Tax support for multiple jurisdictions
  • Option to suppress billing and invoice at client, site and post levels.
invoicing
  • Customizable Client level invoice text, job-level invoice text, Dunning message
  • Option to edit invoices after generation before printing
  • Flexible invoice format by coverage type, employee name, post name, etc.
  • Variable invoicing frequencies
  • Invoices available to print in batches or individually by date range, client, job, etc.
  • Reports showing Invoice details by shift, day, week, employee, and/or job class
  • Reports showing Invoice Details and summary totals
client features
  • Available fields for multiple site locations
  • Alternate billing addresses
  • Automatic billing when resources are assigned to a customer
  • Zone and sector fields for client sites
  • Main, account receivable and emergency contact names and phone numbers
  • Contract number, start and end date (government contracts)
  • Space to record specific duties and instructions for a job
  • Simple setup for job requirements and qualifications
  • Freeform input user information field
  • Site code prefix
  • Client email recording and distribution list creation
  • Authorization numbers for phone check in and out
  • Cellular contact numbers for early, late, and missed text messages
  • Start and end times
  • Dispatch change reason
employee features
  • Employee profiles, including location, department, payment information, and other options
  • Employee organization
  • Location sorting to track and manage employees in any area
  • Fields for client banned, job banned, and reason
  • Employee availibity e.g Days and times not available
  • Multiple employee rates by job responsibilities
  • Inactive dates and reasons
  • Last pay change date, authorized-by, effective dating
  • Employee photo display, storage, and printing
  • Tracking for employee promotions, qualifications, skills, training, and licenses
  • Work history updates when generating payroll
  • Employee email tracking and distribution list creation
  • Employee schedule infractions saved to employee file
  • Employee type options
  • Service report options
  • Employee uniform tracking
siteguard
  • Billing and pay rates by post, employee type, and employee name
  • Site/post pay rates for all or special employees
  • Special holiday bill and pay rates
  • Cost center
  • Overhead cost percentages
  • Holiday table
  • No Schedule Days
  • Overtime billing and pay information
  • Road supervisor responsible for collecting time sheets
  • Special billing (e.g. bi-monthly)
  • Customizable site and post training
  • Site email storage and distribution list creation
  • Phone check in and out authorization numbers
  • Cellular contact numbers for late, early, and missed check in and out text messages
  • Job location and type
general report
  • Billing, sales, schedule, employee and payroll reports
  • Reports by branch and zone/sector
  • Compatibility with custom report writers (e.g. Crystal Reports)
Bill Report
  • A/R aging report for any or all clients and jobs
  • Deposit/Payment distribution report
  • Customer invoice accounts history reports
  • Statement of accounts for any or all clients and jobs
client report
  • Client reports with contact names and addresses
  • Profitability analysis for any or all clients and sites
  • Sales report for any or all clients with variable to and from dates
generate reports
  • Employee pay report, including type, rate, last raise
  • Employee information report including address, email, telephone, sex, date of hire, position
  • Employee service and work history reports
  • EEOC reports for male or female employees with date ranges
  • Employee infraction reports for the Department of Labor
  • Reports for licenses, qualification and training, skills
  • Reports for first and last day worked, items on loan, site banned, termination, and work history
job reporting
  • Basic and detailed job lists
  • Bill and pay rates by job
management reporting
  • Data collection, analysis, and reporting
  • Insights on information including labor costs and finances
  • Excel and email compatibility
  • Real time labor-to-sales percentage updates
  • Employee income earned during a certain time period
  • Employee time worked and time off reports
  • Profit margin reports
  • Sales reports based on type of service
  • Profitability and variance reports
Reporting Time
  • Phone call in and out report
  • SMS alert generation for call in and out
  • Not called in schedule report
  • SMS alert process error report
  • Actual verses planned work hours variance report
scheduling report
  • Employee over/under scheduled report with user-definable hours
  • Employee schedule for any or all employees
  • Employee without schedule alerts
  • Job sorting by day, employee, or post
  • Open post shifts report
  • Schedule print out by week or day for a job or employee
  • Setup and storage of user defined selection criteria for customer schedule reports
System features
  • Context sensitive help screen
  • Email subsystem for sending reports using distribution lists
  • Local Area networking compatible
  • User password system with templates
  • Extensive user rights and permissions system
  • Multiple Language support
  • Quick sort and search capabilities
  • QuickBooks and Sage Pro ERP Integration
  • Single or multi-user interface
  • Support for branches
  • Web or server based system options
  • Database tools including table viewer, raw data viewing and update
  • Database integrity and correction utilities
  • Data Import and export tools

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