31
Staff Scheduling for Fun & Profit

Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel Owner & President Puff ‘n Stuff Catering since

Embed Size (px)

Citation preview

Page 1: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Staff Scheduling for Fun & Profit

Page 2: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Speaker

Warren Dietel Owner & President Puff ‘n Stuff Catering since

2003

Serial Entrepreneur

Previous Experience – Disney Catering, Disney Weddings, Scott Kay

Current ICA Board Member

Regular Speaker for ICA, Catersource, NACE, The Special Event & EPCAS

Page 3: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Speaker

Bim Parmar Vice President of Marketing – Celayix Software

Previous Experience – SAP, McAfee, Microsoft, AOL

Speaker at Global Events on Business, Productivity and Security

Avid Food and Spirits Enthusiast

Page 4: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Agenda

How to reduce the time, complexity and cost of scheduling event staff

How to ensure staffing costs don’t break the budget and profitability of your event

How to prepare for the ACA and maintain control of your health care costs

Page 5: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

The Previous Situation

Scheduling Event Resources:

Time Consuming

Complex

Error Prone

Unable to Track Actuals

Page 6: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 1 – Gather Availability

Can you work next week?

Who this?

Umm…

Mama?

Page 7: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 2 – Gather Requirements

Customer Requirements

Budget Constraints

Venue Rules

Staff Availability & Skills

Page 8: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 3 – Schedule the Event

Page 9: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 4 – Communicate Schedule

Page 10: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 5 – Track Attendance

Did you buddy punch

for Joe?

Yes LOL!

Page 11: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 6 –Replace No-Shows

Can you work tonight?

Who this?

Umm…

Mama?

Page 12: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Step 7 – Billing & Payroll

Collate Attendance Data from Event Records

Crunch Data and Compile:

Payroll Report

Billing Report

Page 13: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

The Challenge

Increase efficiency

Proactively reduce labor costs

Increase staff engagement and communication

Better serve customers with adequate coverage

Better, Faster, Cheaper

Page 14: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How Puff ‘n Stuff Solved the Problem

Advanced Scheduling

Time & Attendance

Page 15: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Rules-Based Scheduling

Schedule based on: Customer/Contract

Requirements

Event Budgets

Employee Skills

Employee Availability

Regulatory Requirements

Contain Costs Maintain Profit Margin

Page 16: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Collaborative Scheduling

Via Secure Online Portal

Staff Provide Their Own Availability & Preferences

Easily Share Event Schedules

Staff Confirm Shifts Online

Quickly Locate Available Staff to Fill No-Shows

Thanks!I can work Saturday!

Page 17: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Employee Self-Scheduling

Post Available Shifts to Online

Staff Call/Log-in and Bid on Available Shifts

Managers Set Business Rules Ensuring Proper Coverage

Page 18: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Time Tracking

Track and collect employee time worked and accurately match against scheduled shifts

Eliminate Employee Time Theft

Alerts for Late Check-in, or No-Shows

Avoid Litigation

Page 19: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Reporting

Produce, Share and Analyze Data

Measure and Understand Your Workforce

Forecast Costs to Make Strategic Business Decisions

Page 20: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Integration

Billing Systems

Payroll Systems

Page 21: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Affordable Healthcare Act

Applies to all SMB with over 50 FTE – during a…

Look Back Period

Do you know if you’re affected?

Page 22: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Look Back Period

The Measurement Period 3-12 months to Determine Full Time

Status More Than 30hrs/week

The Administrative Period 90 days to Crunch Numbers

The Stability Period Not less than Measurement Period Employee is Considered Full-Time

Page 23: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How Does it Work?

Measurement Period

Page 24: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How Does it Work?

Admin Period

Page 25: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How Does it Work?

Stability Period

Page 26: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

ACA Threshold

Step 1 Full Time Employee Count

Page 27: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

ACA Threshold

Step 1 Full Time Employee Count

Step 2 Calculate FTEs

Page 28: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

ACA Threshold

Step 1 Full Time Employee Count

Step 2 Calculate FTEs

Step 3 Total FTE Count

Page 29: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How to Maintain Control of ACA Costs

Time & Attendance Tracking & Reporting:

Report on Hours Worked by Casual Staff During Measurement Period

Alleviate Manual Processing for Admin Period

Track and Monitor Work Status of Casual Staff During Stability Period

Page 30: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

How to Maintain Control of ACA Costs

Automated Scheduling Business Rules Prevent :

Casual Staff from Being Scheduled >30hrs/week

Any Staff from Being Scheduled for Overtime

Any Event Staff Costs from Exceeding Budget

Page 31: Staff Scheduling for Fun & Profit. Celayix Software I 888.591.5558 Speaker Warren Dietel  Owner & President Puff ‘n Stuff Catering since

Celayix Software www.celayix.com I 888.591.5558

Questions

Email: [email protected]

Toll-Free: 1-888-591-5558

www.celayix.com