Where To Start
Begin the process by clearly identifying your objectives. These may include improved efficiency within the team or reducing operational expenses. Once your goals are established, give thoughtful consideration to the integration of various functions such as Scheduling, Time and Attendance, Human Resources, and Payroll. Combining these elements into one comprehensive workforce management system leads to increased efficiency, reduced payroll stress and substantial cost savings.
Establish key objectives, such as enhancing employee accountability, minimizing time theft, automating compliance, or cutting costs.
Clearly define must-have features for your business.
Identify nice-to-have features that could enhance operations.
Identify all regulations, compliance, union rules that must be accommodated.
What employee self-service functionality do you require, and from what devices?
To increase cost savings consider consolidating into one Workforce Management system.
Be receptive to the vendor’s suggestions for enhancements or unconsidered alternatives.
What To Look For
Choosing the right software isn’t just about the product itself; it’s also about the people behind it. The vendor’s reputation, their approach to training and onboarding, and their commitment to customer satisfaction can significantly impact your overall experience and the success of the software implementation.
A vendor with a positive reputation, backed by credible reviews and a long business history.
Off-shore support staff that may not be as familiar with regional rules and regulations, or common business practices.
Long response/hold times that could delay payroll. Most email responses should be within one business day, and hold times less than 15 minutes.
What To Look For
Investing in a new software system is a long-term decision. To ensure your investment pays off over time, it’s crucial to consider how well the software can adapt to your evolving needs. This includes not just its scalability, but also its ability to integrate with other systems and the support you’ll receive after implementation.
Schedule one-on-one demonstration with vendors in your shortlist. Ask many questions and request to see how your specific scenarios would be handled.
Free trials should be offered, however you should have the time to commit to it to give it a fair evaluation. Keep in mind garbage-in equals garbage-out, so don’t expect much unless you spend the time to properly configure it first.
Confirm that the product can meet your compliance, must-have and as many nice-to-have requirements as possible.
Since the future is uncertain and businesses and compliance regulations constantly evolve, opt for robust and adaptable systems that can grow with your organization, preventing the need for a replacement in the near future.
Systems with rule-based flexibility, customizable UI, strong import/export, custom fields, extensive API coverage, and an open-source nature are good signs that your data won’t be locked in.
Easily accessible audit logs are invaluable for ensuring compliance and facilitating day-to-day troubleshooting, particularly following recent modifications and when multiple employees are using the system.
Canned videos or webinars with many attendees may give you a high-level overview, but demonstrations should be interactive and tailored to your specific business.
Systems that only the vendor can access or modify settings. This will complicate things and make you dependent on their support for change.
Time To Clock-In
Keep in mind that investing in a new software system is a long-term decision. The chosen software must not only meet your current needs but also adapt to your evolving requirements. Consider its scalability, integration potential with other systems, and the ongoing support you’ll receive after implementation. These factors will ensure your investment continues to pay off over time, helping your organization navigate the complexities of workforce management with confidence and success.
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