Workforce management

  1. Best Workforce Management Software in 2020 | G2
  2. Additional Workforce Management Software Features
  3. List of Top Workforce Management Software 2020
  4. WFM Software Features & Capabilities
  5. Specialized WFM vs. HCM Suites
  6. Industry Specialization
  7. Workforce Management Software Comparison
  8. Pricing Information
  9. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Intelligent Workforce Management Solutions Suite
  10. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​8 New Capabilities of NICE Workforce Management Solutions
  11. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Watch your CSAT scores soar​
  12. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Motivate teams and realize intraday optimization
  13. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​EEM enables agents to manage their own schedules in real time:
  14. ​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​EEM frees supervisors to focus on leadership and coaching:
  15. Watch your CSAT scores soar
  16. Workforce management system – инструмент или цель?
  17. Возможности систем workforce management (WFM)
  18. Преимущества внедрения workforce management system
  19. Пример успешного внедрения системы WFM
  20. Современные системы
  21. Workforce Management Capabilities, Requirements and Features Checklist
  22. What Is Workforce Management Software?
  23. The Transition to the Mobile Workforce
  24. How to Begin Your Search for Workforce Management Software
  25. Forecasting
  26. Performance Management
  27. Reporting
  28. Time Tracking
  29. Labor Budgeting
  30. Tracking and Management
  31. Administrative Control
  32. Deployment Flexibility
  33. Security

Best Workforce Management Software in 2020 | G2

Workforce management

Labor forecasting – Workforce management solutions help companies predict the number and types of employees necessary to meet anticipated demand and control labor costs.

Shift scheduling – Companies can use WFM solutions to plan employee work shifts according to availability, as well as provide notifications to employees when they are scheduled.

Time & attendance management – Workforce management tools let employees track the hours they have worked through integrations with time tracking products or built-in time tracking features.

Absence & leave management – With workforce management solutions, employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.

Skills management – WFM solutions let businesses organize, sort, and view employees skills and qualifications in order to make smarter scheduling decisions.

Succession management – With WFM solutions, businesses can identify high-performing employees with potential to be promoted with minimal development.

Workforce analytics – Workforce management tools are designed to help analyze employee data and develop a baseline for evaluating and optimizing workforce management.

Self-service capabilities – Workforce management solutions provide employee self-service portals through which they can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.

Mobile shift scheduling – Many workforce management tools offer mobile applications or mobile-optimized websites that provide mobile workforce management solutions. Many of these mobile applications facilitate communication between employees and managers around shift scheduling.

Managers and employees can use WFM solutions to create or claim available work shifts and receive notifications on their mobile devices.

Features such as leave and absence management, as well as time and attendance tracking features, are often included in mobile applications, allowing managers to approve or deny employee requests on the go.

Team communication – WFM solutions provide messaging solutions for team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.

Another great function of many workforce management tools is communication between management and employees. If you are managing a team, it can be easy to lose track of individual correspondences with each employee.

Many workforce management tools allow you to communicate with employees inside the tool. This way you can make changes to a schedule and notify an employee all in the same tool.

Customization – Workforce management software allows administrators to customize the solution to accommodate their unique processes. This includes the ability to create custom objects, fields, rules, calculations, and views.

Cloud-based solutions – Cloud-based workforce management software lets companies and employees access the software anywhere.

Integrated application programming interface (APIs) – WFM solutions provide specifications for how the application communicates with other software. APIs typically enable integration of data, logic, and objects with other software applications.

Dashboards – WFM software provides an easy-to-read, often single-page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s key performance indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Reporting – Workforce management systems enable reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Analytics – An emerging area of importance in workforce management tools is the ability to provide actionable workforce analytics about people in the workplace.

The data collected by workforce management software includes information such as employee skills and time attendance, which can be used to uncover and report on insights into workforce efficiencies.

Companies are also able to identify the lihood of employee success and predict the need for certain skill sets.

Additional Workforce Management Software Features

Additional features that some workforce management solutions may offer include succession and contingency planning, as well as compliance and risk management.

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List of Top Workforce Management Software 2020

Workforce management

Workforce Management Software is concerned with scheduling and tracking the workforce. The goal is to distribute and allocate workers in the most effective and efficient way. This is particularly important for organizations with shift workers, such as contact centers and service businesses.

WFM Software Features & Capabilities

Key features and capabilities include:

  • Time and attendance tracking
  • Labor scheduling
  • Compliance monitoring (e.g. with labor laws)
  • Leave management
  • Staffing optimization
  • Task management
  • Employee self-service, including time off requests and peer-to-peer shift trades

WFM software also occasionally includes payroll functionality.

Specialized WFM vs. HCM Suites

Some platforms in this category are point solutions that focus on scheduling, regulations, and staff optimization.

Others are broader Human Capital Management (HCM) suites with strong workforce management capabilities, such as Kronos Workforce Ready and Workforce Central, UltiPro, and Ceridian Dayforce HCM.

The Kronos product family started as a time tracking solution—a typical trajectory for WFM software.

Industry Specialization

Many products in this category are geared toward a certain type of employee or industry, such as contingent or hourly workforces, call centers or service industries.

These WFM products are designed to better support high turnover environments and provide a low learning curve so employees and administrators can quickly adopt the platform as needed.

They may also provide specialized interfaces or features tailored to specific industries, particularly call centers.

Some specialized workforce management systems include:

Other products, Kronos Workforce Ready, aim to serve large enterprises with diverse workforces. These products will be more suitable across a wider range of workforces, but may also require more customization to a particular workforce’s needs.

Workforce Management Software Comparison

To more easily compare workforce management tools, consider evaluating different options these aspects of the products and your needs:

  1. Point solution vs. HCM suite: Many workforce management capabilities can be found within broader hr management packages.

    If you’re looking for workforce management functions as well as more comprehensive HR capabilities, one of the HCM suites may be more ideal.

    However, if you’re looking for workforce management tools to supplement your existing HR toolkit, a point solution that can integrate with your HRIS and payroll software may be a more efficient purchase.

  2. Industry-specific or general: Most workforce management tools provide core scheduling and attendance functions that are applicable across industries.

    However, if you are in an industry with a unique workforce makeup, such as one with high turnover or highly regimented time-based tasks, using a tool that is tailored to your industry can add efficiencies in productivity and compliance measures.

    If your workforce makeup is not specialized to your industry, a less tailored product may be a better fit.

  3. Usability: How ease to learn and use is the product for administrators and employees? In particular, the lower the barrier to employee self-service for processes schedule requests, time card access, and attendance management, the lower the administrative burden on your business.

Pricing Information

Workforce management solutions are often offered on a subscription model, and priced on a per employee, per month basis. The price may vary depending on feature density, and some vendors may require a minimum number of employees.

Ultimate Software delivers cloud-based HCM solutions that help businesses simplify payroll computations, accelerate talent acquisition, manage time and attendance, and support proactive, strategic talent management on a global level.Ceridian Dayforce HCM is a cloud-based platform encompassing HR, payroll, benefits, and talent and workforce management. It provides companies with a scalable framework and real-time data, such as continual pay calculations, to enable efficient decision-making.Oracle Cloud HCM combines various human resources operations, such as Core HR functions, talent management, and workforce management, within one platform. The Cloud program provides global scaling and prioritizes mobile accessibility and integration.HotSchedules is a cloud-based scheduling, labor and communication management software solution serving the restaurant and hospitality industry.According to the vendor, key benefits include:Build & Communicate SchedulesThe scheduling and labor management software reduces the time it takes manager…Ascentis HR uses web-based management programs to help automate complex HR processes. It's fully integrated with Ascentis’ other services including customizable payroll, time and attendance and recruiting modules.Kronos Workforce Ready provides core and strategic HR services from a cloud-based platform. The platform provides real-time updates and streamlines HR databases via a uniform interface and a singular record for each employee across all portals.NICE inContact CXone is a cloud-based contact center platform that manages customer interactions across multiple communication channels. It includes features such as omnichannel routing, workforce optimization, automatic call distribution (ACD), and interactive voice response (IVR) system.SAP SuccessFactors is a suite of HR/HCM products covering these capability areas: core HR and payroll, recruiting and onboarding, learning and development, performance and compensation management, workforce analytics and planning, and employee experience management.Kronos Workforce Central is a suite of HR Management offerings targeted mainly at enterprise customers with larger-scale and more complex HR and workforce management issues. Workforce Central provides capabilities for managing time and attendance, payroll, HR, and other labor management functions.All-In-One Employee Time Tracking & Workforce Solutions for Businesses of All Types and Sizes. Easily track your employees work hours in real-time across any device, get overtime alerts, automate timesheet payroll reports, and save thousands yearly on inefficiencies. Mobile and desktop time trac…When I Work in St.Paul, Minnesota offers their eponymous platform for time & attendance and workforce management, featuring employee self-service and the capability to broadcast and fill empty shifts in “less than 30 seconds,” for small workforces and larger companies as well.Jolt is a task and workforce management, with time & attendance, remote (selfie) login, scheduling, and simple tasking tools, from the company of the same name in Provo, Utah; useful for small teams that could leverage frequent communication.ADP Enterprise eTIME ® is a comprehensive suite of applications designed to help users better manage their workforce, control labor costs, simplify compliance and boost productivity. The goal of eTIME is to easily automate time and labor management. It provides employees and managers with tools to o…Calabrio One is a workforce optimization (WFO) platform for call centers, combining workforce management with call recording and analytics, from Calabrio headquartered in Minneapolis, MN.Paypro's Workforce Management solution is powered by Kronos Workforce Ready and aims to help businesses achieve greater efficiency through automation and greater visibility through real-time data. With Paypro, companies can control labor costs, manage scheduling and payroll, ensure compliance with l…Sparkrock’s cloud-enabled solution helps organizations manage their finance and accounting, human resources and payroll, human services case management, and donor and fundraising activities.According to the vendor, key benefits and features include:Finance Management helps you control your finances …Frontline Education offers a time and absence tracking application, Frontline Absence Management.Beeline VMS is a vendor management system from Beeline headquartered in Jacksonville, Florida, an independently operated division of global HR company Adecco, for managing a contingent workforce.Aspect Software headquartered in Massachusetts offers Aspect Workforce Management, a suite of software which combines call center workforce management with advanced analytics features call recording, speech analytics, eLearning for training, data sharing for schedule optimization across call ce…Harri, headquartered in New York, offers a workforce optimization platform for restaurants, which supports scheduling and attendance management, hiring, as well as communicating with employees and collaboration.From Ascentis, NOVAtime is a set of workforce management solutions that scale with business growth. NOVAtime aims to ensure that businesses are never limited in their workforce management needs. With NOVAtime, businesses have a partner to fulfill timekeeping, payroll, leave management, and employee …The EmpCenter suite from Workforce Software headquartered in Michigan is a workforce management for managing complex time and attendance needs integrable with Core HR and payroll systems.Shiftboard offers a full-service employee scheduling software solution targeted for industries as diverse as hospitality and security to event planning and business services. This solution enables companies to manage employee schedules across job sites, geographies, and different employee types. …SAP Fieldglass is a cloud-based product designed to help companies manage their contingent workforces and project-based labor.Aladtec is employee scheduling software that is targeted at businesses in the public safety sector, including EMS, Fire & Rescue, Law Enforcement, Communication Centers/Dispatch, Security and Health Care. According to the vendor, Aladtec helps organizations with the following: Monitor Operat…Workforce management is the process of scheduling and organizing your business’s labor force as efficiently and effectively as possible. It often utilizes workforce management software to automate some processes and enable employee self-service.Workforce management is important for minimizing labor expenses and efficiently scheduling employees at high volume.A workforce management system is a scheduling, attendance and leave management, and time tracking platform for optimizing employee scheduling. It often complements other HR systems, such as payroll.Workforce management software is ideal for organizations with large labor forces, particularly shift or hourly employees.Pricing varies widely number of employees and features available. Basic products can be sold as low as $2-4 per user, per month, and can scale up to tens of dollars per user, per month.


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​The Intelligent Workforce Management Solutions Suite

Workforce management


​​Contact centers have realized the importance of leveraging Artificial Intelligence in their WFM solutions. One solution has emerged as a leader: NICE WFM.

The suite is a leader in Gartner’s Magic Quadrant for Workforce Engagement Management and has been implemented in thousands of contact centers around the world. Its suite of tools powered by embedded AI and ML make smarter decision-making easy and intuitive.

NICE WFM’s capacity to quickly transform how planning, hiring, forecasting, scheduling and intraday management are executed has made it the platform of choice among contact center leaders.

​​Welcome to the cloud revolution. With hundreds of NICE customers already running in the cloud and many more going live in the cloud, now is the time to consider the benefits your organization can realize with cloud workforce management solutions from NICE.

​​Do you know who uses NICE Workforce Management (WFM) solutions? More than two thousand customers and 2.7 million users trust NICE WFM to deliver the power of artificial intelligence (AI) and machine learning (ML).

From single sites to global omnichannel enterprises, call centers of all sizes are leveraging NICE WFM to gain visibility across the front and back offices, optimize scheduling and automate time-consuming process tasks.

​​NICE has added a new capacity planning solution called Enhanced Strategic Planner that will leverage the artificial intelligence from the core workforce management. It offers powerful modeling tools in an easy-to-use cloud-based solution.

​​The only workforce management solution on the market with embedded AI and ML, NICE WFM is the most advanced and most accurate workforce management tool to date.

It uses intuitive decision-making to uncover hidden patterns, make accurate forecasts and identify the best forecasting model. NICE WFM combines the latest technologies with the most agent-friendly solution.

It’s the Intelligent WFM suite that engages contact center employees and empowers teams never before.


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​8 New Capabilities of NICE Workforce Management Solutions

  1. Forecast accurately – Manage your workforce more effectively and eliminate over-staffing with AI and ML-powered predictive analytics. Leverage the market’s most advanced AI and ML tools to find unseen patterns in the historical data used to generate forecasts of volume and work time.

    NICE WFM’s intelligence learns the efficiencies and gaps in forecasting unique to each interval and work stream in your contact center, and it flexibly adjusts to overcome them.

    Natively use our unique, industry-leading forecasting algorithm that utilizes interval-specific weighted moving average methodologies or leverage new advanced forecasting methods with Box-Jenkins ARIMA, exponential smoothing and multilinear regression. Allow your workforce management solutions to review the algorithms and select the best choice for your specific needs.

  2. Simulate real-world prioritization​​, routing and skill assignments to determine work allocation expectations, deferrable work propagation and multi-site/multi-skill efficiencies. Use robust new algorithms that support the forecast parameters of NICE WFM and simulation of exact routing rules to generate extremely accurate staffing requirements.

    AI capabilities learn the skillsets of individual employees and generate forecasts that precisely reflect the multi-skill capabilities of your contact center. Utilizing machine learning, NICE WFM optimizes scheduling and determines the best model to use on a day-by-day basis.

  3. Schedule flexibly – Manage backlogs and eliminate overstaffing for virtually any scheduling methodology or work-rule environment by applying different approaches for different departments, locations and individuals. AI and ML capabilities ensure that coverage is provided and automatically assign schedules agent capacities or allow them to bid on preferred times.

    This makes your agents partners in solving staffing scenarios while ensuring that business needs are met – the key to NICE workforce management solutions’ success.

  4. Manage change – Monitor and proactively respond to changing conditions in real-time with intuitive intraday change management tools.

  5. Minimize training time with an easy-to-use modern interface – The NICE Workforce Management Suite features a modern, unified look that simplifies processes and navigation between applications, facilitates integration with other NICE Workforce Optimization solutions and sets the foundation for add​itional user experience enhancements.
  6. Integrate with any solution – Our systems are API-friendly, easily integrate with all leading ACDs and can integrate with other solutions using SmartSync, reducing manual processes, data entry, risk and cost.
  7. Manage your system with ease – Real-time diagnostics and high availability ensure maximum uptime.

    Alarms and alerts using Simple Network Management Protocol allow you to minimize downtime by catching system issues before they become critical. Market-standard resiliency, built-in redundancy and disaster recovery procedures ensure that employees will be able to meet objectives even if a component fails or disaster strikes.

  8. Harness the power of the cloud – Why use up your precious scarce resources to manage complex IT infrastructures and technologies? You can choose from cloud models that fit your business needs and scale, expand or contract instantaneously. Simple. Flexible. Efficient.


​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Watch your CSAT scores soar​

​​Delivering a better customer experience is always the bottom line, but the path to higher client satisfaction lies in the ability to engage and empower your agents.

With NICE WFM’s intelligence assigning schedules agent skill sets and managing real-time adherence priorities for the back office, you can ensure higher performance and productivity across your entire workforce.

And that translates to faster issue resolution and happier customers.

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Motivate teams and realize intraday optimization

​​Employee Engagement Manager (EEM) also extends and enhances existing workforce management functionality, enabling organizations to achieve customer service goals with greater ease and efficiency.

EEM eliminates the intraday stress of ensuring agent resources are optimally aligned with customer demand by identifying solutions to address staffing gaps, proactively managing agent communication and by automatically adjusting schedules in NICE Workforce Management suite.

Gamification points and rewards motivate employees to improve performance and provide an incentive for selecting hard-to-fill shifts.​

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​EEM enables agents to manage their own schedules in real time:

  • ​Anytime, anywhere access to schedules via iOS and Android phones
  • ​Personalized communication
  • ​Schedule change options skills, preferences and availability
  • ​Ability to self-schedule training for the time of day when agents are most alert

​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​EEM frees supervisors to focus on leadership and coaching:

  • ​Real-time visibility into communication between agents and administrators
  • ​Intraday Voluntary Time Off/Overtime empowerment

​​​​For additional information please see Employee Engagement Manager.​

Watch your CSAT scores soar

​​NICE also hosts the world's largest community of industry professionals. The NICE User Group (NUG) helps members optimize the value of NICE applications in their organizations through sharing of best practices.

The group partners with NICE to provide an online environment for members to interact and share knowledge. NUG also works closely with leadership at NICE to influence product and service direction.

To learn more about the NICE User Group (NUG), please visit​​


Workforce management system – инструмент или цель?

Workforce management

Workforce management system являются эффективным инструментам планирования рабочего времени персонала. Данные системы позволяют управлять не только собственными сотрудниками, но и сторонними бригадами, что дает возможность осуществлять контроль над всеми сферами деятельности предприятия.

Особое управление такие системы получили в колл-центрах, где они позволяют повысить производительность за счет возможности эффективного составлении графика работы операторов, учитывая при этом их специализацию, уровень квалификации и личные предпочтения. Также системы wfm позволяют мониторить работу операторов в режиме он-лайн, находить слабые места и вносить корректировки в работу отдела.

Системы WFM, внедрение которых на сегодняшний день являются распространенной практикой, помогают планировать численность сотрудников на основании планирования работы отделов за определенные периоды времени.

Именно перечисленные факторы делают такие продукты незаменимыми для call-центров. Ведь его эффективность зависит от грамотного распределения нагрузок, точного прогнозирования периодов пиковых нагрузок и своевременной смены операторов. Клиент не любит долгого ожидания ответа оператора, поэтому если вы всегда находитесь на связи, это положительно скажется на имидже компании.

Workforce management система позволяет сделать прозрачными все рабочие процессы отдела. Она дает своевременную информацию о количестве работающих операторов, степень их загрузки в определенный момент времени, времени ожидания ответа и прочие данные.

Такие продукты дают возможность держать под контролем весь рабочий процесс и эффективно планировать дальнейшие операции.

Именно поэтому спрос на такие системы постоянно растет и руководители ищут наиболее функциональные, простые в использовании и доступные продукты.

Возможности систем workforce management (WFM)

Основным назначением подобных программных продуктов является планирование персонала и эффективный тайм-менеджмент. Однако в настоящее время такие решения значительно расширились и выполняют также следующие функции:

  • прогнозирование рабочей нагрузки;
  • расчет необходимой численности персонала;
  • управление рабочим временем;
  • анализ и мониторинг рабочего процесса.

Для управления выездным персоналом современные системы в обязательном порядке имеют мобильные приложения для удаленного контроля.

Таким образом, WFM-системы предоставляют инструменты для комплексного подхода, призванные сделать рабочие процессы максимально продуктивными, оптимизировать затраты на персонал и повысить качество обслуживания клиентов. С внедрением систем wfm расписание для сотрудников станет более эффективным, что снизит нагрузку на отдельного работника и значительно повысит продуктивность

Преимущества внедрения workforce management system

Перед принятием решения о внедрении подобных систем следует рассмотреть выгоду инвестиций. Основными преимуществами использования подобных продуктов являются:

  • сокращение лишнего персонала благодаря точному планированию работы;
  • оптимизация работы и распределение нагрузки между сотрудниками;
  • точное прогнозирование объемов работы в различные дни и часы;
  • контроль над соблюдением требований сотрудниками;
  • благодаря улучшенному планированию снижаются расходы на сверхурочные работы;
  • гибкое планирование графика понижает уровень усталости сотрудников.

WFM для сотрудников позволяет самостоятельно участвовать в составлении расписания, что дает возможность уменьшить текучку кадров и число недовольных сотрудников.

Пример успешного внедрения системы WFM

В 2008 году перед руководством компании «Комстар-ОТС» встала задача оптимизировать работу контакт-центра, повысить уровень обслуживания и сократить время на составление графиков. Для этого была подобрана подходящая WFM, внедрение которой должно было решить поставленные задачи.

В качестве оптимального решения был выбран продукт от шведской компании Teleopti, которая в то время являлась лидером на мировом рынке подобных систем. Данные технологии позволили правильно рассчитать количество необходимых операторов для каждого пятнадцатиминутного отрезка.

После успешного внедрения продукта, повысились показатели работы контакт-центра, при этом снизились затраты на его содержание и уменьшилось время ожидания ответа. Следует отметить, что перед покупкой системы было проведено сравнение систем WFM от разных производителей и выбрано самое оптимальное.

Современные системы

В настоящее время на рынке представлено большое количество WFM систем, как зарубежной, так и отечественной разработки. Каждый продукт имеет свои преимущества и недостатки, что усложняет сравнение систем WFM. Невозможно выделить самый лучший продукт, поэтому следует подбирать решение, основываясь на особенностях структуры компании.

В настоящее время набирает популярность Forward WFM, которая привязана к бизнес-процессам компании. Она также позволяет вести учет ресурсов как для целого отдела, так и для отдельного сотрудника. Данная система является эффективным средством планирования и управления и максимально адаптирована к российским условиям.


Workforce Management Capabilities, Requirements and Features Checklist

Workforce management

For many industries, unpredictable scheduling is the standard. Retail workers, food service employees, on-call tech assistants and more are used to varying work schedules.

This inconsistency is starting to spill into the 9-to-5 sector too, as overtime, remote work and travel become more common. Because of this, workforce management is a critical function for modern businesses.

It may seem simple, but creating a schedule so employees know when and where they are working is important. Of course, workforce management software capabilities and requirements go beyond standard scheduling features.

The best workforce management features facilitate a wide variety of HR tasks. This article details the ins and outs of solutions and explores tips for how to select one that will suit your company’s’ needs.

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What Is Workforce Management Software?

At its core, workforce management focuses on all of the tasks that are involved with making sure a workforce functions a well-oiled machine.

Its main goal is to guarantee that your business always has enough human capital to function, both at the present and in the future. This involves assessing many moving parts and can be tricky to do without the proper tools.

That’s why workforce management products are becoming increasingly popular.

With the right workforce management software features, it’s easy to assess your long-term business goals and make sure your team is fully prepared to reach them. These functionalities have become even more important as more businesses allow employees to work remotely, either full time or on a flex schedule.

The Transition to the Mobile Workforce

While remote work offers countless benefits, it can present new challenges as well.

With employees working from various locations and less face-to-face interactions with managers and coworkers, the mobile workforce can be tricky to manage.

However, with a robust workforce management system, managers can gain insight into what’s going on with each employee through one convenient platform.

It all sounds pretty great, but is it really what your business needs? And if it is, how do you know where to start your search? The best place to start is to turn your focus inward and assess exactly what it is you need this software to do.

How to Begin Your Search for Workforce Management Software

The realm of HR software offers countless solutions for a variety of needs. Some, payroll software or a learning management solution, focus on one HR task and might have additional features that meet one or two other needs. Other solutions, an HRIS, will provide modules to meet all of your HR needs. Workforce management solutions fall somewhere in between these two categorizations.

Before you begin your search, it’s best to identify your internal pain points and determine if workforce management software features will be able to address those needs or if you’re better off with a different type of product.

Below, we’ve listed some of the most popular workforce management capabilities. You can start by reviewing the list below and assessing how these features can help improve your business practices. The features that you prioritize will become a requirements guide you can use when comparing the vendors that make it onto your shortlist.

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Scheduling is a core workforce management software feature. Basic schedule building is part of this, but one benefit of using this feature is gaining insight into your business to create the best schedule possible.

Infor Workforce Management’s schedule dashboard.

Workforce management software examines past data on performance and other factors to determine current staffing needs. This automated feature takes the guesswork scheduling, with tools for calculating the number of employees needed for a certain project or potential staffing gaps.

  • Schedule Optimization
  • Define Positions and Departments
  • Multisite Support
  • Automatic Scheduling


Forecasting functions predict future possibilities historical data, trends and the direction of the business. Trend analysis functionality examines patterns in employee time and attendance, guiding decision making when creating schedules or new policies.

For example, managers can use forecasting to schedule employees for a specific project or especially busy time of year performance from past seasons. Many systems allow users to introduce different factors into scenarios, so needs can be observed from all angles.

  • History-Based Forecasting
  • User-Controlled Forecasting Engine
  • Predictive Algorithms

Performance Management

Performance management features track the achievements of the organization as a whole, as well as individual employees. This analysis provides insight into company procedures and predicts trends.

Performance management features can tie into workforce management through the observation of employee conduct in certain roles, locations and work times.

With this information, managers can schedule workers accordingly.

  • Performance Evaluation
  • KPI Tracking
  • Workforce Analysis


Reporting through workforce management software gives users a tool for presenting data in informative visualizations. By compiling information into a report format, data is easy to interpret and shareable. The accessibility of data through a report allows all stakeholders to view the resources they need, regardless of technical ability or analytics experience.

  • Third-Party Data Extraction
  • Time Sheets
  • Vacation Planning Reports
  • Payroll Reports
  • Scheduling Reports
  • Custom Reports

With mobile work becoming more popular, this is one of the more in demand workforce management capabilities. It can be vital to organizations that find their workforce is no longer tied to a desk.

ADP Workforce Now’s deployment allows users to access the platform from their desktop or their mobile device.

Mobile capabilities give users the tools to access their workforce management platform from any device. Employees can use the software when traveling to other offices, working during their commute or in any situation where a desktop computer isn’t accessible.

This feature is especially useful for businesses with constantly changing schedules, such as a restaurant or customer service center where employees swap shifts often.

A mobile workforce management system alerts all employees to these changes, keeping the company on top of scheduling and avoiding any lapses in coverage due to lack of awareness.

  • iOS Compatibility
  • Android Compatibility
  • Cloud Computing

Time Tracking

Time tracking features provide attendance tools, such as clocking in and out and monitoring. More advanced features, biometrics and compliance measures, ensure added security to these standard systems.

The collection of attendance information through time tracking tools gives business owners an accurate portrait of employee hours.

With the insights provided by the analysis of this data, decision-makers can craft workforce management policy to fit the needs of their company.

  • Attendance Tracking
  • Time Clock Options
  • Biometrics
  • Compliance

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Labor Budgeting

Simulated scenario forecasting helps users view possible metrics and make adjustments to the scenarios different variables. By exploring these “what-ifs,” decision-makers can plan for any circumstance.

  • What-If Scenario Planning
  • Reports
  • Trend Analysis

Tracking and Management

Self-service capabilities provide access to payroll, benefits and attendance-related materials for all employees.

Tracking and management features essentially allow users to view their own workforce management information and complete any action needed, without the assistance of their company’s human resource department.

Databases present this information and provide a space for employees to view and work with the items.

  • Employee Self-Service
  • Payroll Database
  • Benefits Database
  • Attendance Database

Workforce management software can integrate with other human resource systems, offering a complete suite of functionality.

Connecting with third-party platforms keeps all of your business’s human resource functionality connected.

A workforce management system can be integrated with an HRM system as an add-on, or other types of software can be linked to an initially standalone workforce management tool.

  • HRM Integration
  • Time and Attendance Software Integration
  • Payroll Software Integration

Administrative Control

Administrative control features give managers the ability to define rules centered around compensation and attendance policies. The system includes automatic, accurate calculations of financial factors – users can ensure all information is correct with certainty.

  • Pay Rules
  • Overtime Rules
  • Onsite Training
  • Multistate and Reciprocity Calculation
  • Geography-Based Tax Calculation

Deployment Flexibility

Most workforce management systems offer deployment options that can be chosen depending on the needs of your business. Cloud-based systems host the platform online, providing mobile access and extensive data storage. On-premise platforms keep files stored in company devices.

  • Hosted
  • Cloud-Based Deployment
  • On-Premise Deployment


Security measures included in workforce management software control accessibility employee roles. This feature ensures information is available only to necessary stakeholders, keeping employee data protected.

Audit trails keep track of any adjustments within the platform, so there is a record of all activity. With this security tool, businesses have documentation of their workforce management software processes.

In the case of any errors occurring, users can review the audit trail to discover the source of the issue. This allows companies to respond to problems quickly.

  • Access Control
  • Audit Trail
  • Biometrics

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At its core, workforce management software facilitates the tasks that allow business to be successful. The base functionality of these platforms involves scheduling and planning, as well as resulting attendance tracking.

Workforce management software features that facilitate performance management provide insight into which employees are top performers as well as what skills your workforce is missing. Advanced analytics tools examine trends and offer insight, leading to informed decision making.

Additional features security and deployment ensure the system runs smoothly.

When implementing a workforce management system, it is important to determine the needs of your business, as well as examine your current environment.

This is especially true for companies with an existing human resource management system in place.

There are many HRM platforms that include workforce management functionality, so gaining an in-depth understanding of where you stand in terms of established processes is the first step to choosing your requirements.

What are the top workforce management software requirements for your business and why were these the most important to you? Leave a comment and let us know!

Alainia ConradWorkforce Management Capabilities, Requirements and Features Checklist11.12.2018


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