Today’s case study explains how TimeSimplicity can help a typical small credit union maintain quality customer service while controlling operating expenses through streamlined credit union employee scheduling.
Even though an increasing number of routine banking transactions are executed online without the help of a human bank teller, it is vital for small not-for-profit financial service providers to grant 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 started in 1982 and currently has 5 branches. It was originally established for the staff members 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 pick credit unions in the first place. With rising rates for marketing, computer systems, and qualified associates, Springfield knew it had to increase staff efficiency to stay competitive.
Formidable Scheduling Challenges
The only change Springfield managers had made to their makeshift 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 simpler. 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 staff members 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 provided benefits they had not expected. It delivers supervisors smart tools for easy, hassle-free scheduling and allows employees to take over many tasks previously done by managers.
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.
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, staff members simply place requests on the Virtual Trade Board. Managers can rapidly view, monitor and authorize shift request changes online. Once a shift trade is confirmed, TimeSimplicity automatically informs the appropriate staff members.
With customized overtime notifications, managers are notified when part-time employees are approaching full-time hours, and full-timers are approaching overtime. They don’t need to be continually monitoring time cards to keep team members working within the authorized hours. In the case of a DOL audit, reports can be generated 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 completely, the admin staff is much more productive, and employee loyalty has improved.
For a demo of Workforce Management Suite, call 609-918Â2668.
TriCore offers Workforce Management Suite, the powerful, fully-integrated Workforce Management Suite that makes it easy to optimize the performance of your managers, employees, and organization.
Workforce Management Suite includes TimeWorksPlus, TimeSimplicity, and TimeWorks Mobile. Workforce Management Suite is created for busy employers like you who need to streamline scheduling, automate time and attendance tracking, maintain regulatory compliance, and lessen labor costs.
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We can get you up and running with Workforce Management Suite in minutes. Contact us today to book a demo.