Introducing Smart Templates

Team Tanda

31 January 2019    |   

Creating rosters using templates is great because in one click you have an entire roster worth of shifts. But even with templates, there are still a bunch of edits that you have to make after it is applied, for example: swapping out staff who are now on leave or unavailable, assigning staff to vacant shifts, etc. Today, we are introducing Smart Templates, a way to apply a template and have the best staff assigned to vacant shifts at the same time. You can start using Smart Templates today, by clicking the Apply Smart template option in your template menu on rosters. How it works: 1. Start by creating a template that has the coverage you know you need for the week, e.g. you know you need 3 people in the bar on Saturday night and 1 person to always be on the front desk. Note: Only vacant shifts will get adjusted so if you have shifts you don’t want to be altered just make sure those have staff assigned. 2. Apply your smart template. 3. When a template is applied any vacant shifts will have staff assigned automatically using the Tanda’s Cognitive algorithm. The algorithm works like this: Look at all the vacant shifts in the template across the week Avoid adding users with clashing shifts/leave/unavailability Avoid breaking roster validation rules Assign a cost-effective team Aim for fairness by spreading out shifts Read more: What’s new in Tanda — January 2019 FAQ Does it assign staff to shifts on a day by day basis (mon-sun) or does it look across the entire week? The way the algorithm works is it looks for the best combinations across the entire week at once, rather than doing it day by day and making the choices for available staff on the last day the least favourable. If I have shifts in my template that already have staff assigned i.e. full timers, part timers but those staff are on leave when I apply the template will those shifts be swapped out? At this stage no, only shifts that are left vacant will be filled – but we plan on making this part of a future version of smart templates.

Creating rosters using templates is great because in one click you have an entire roster worth of shifts. But even with templates, there are still a bunch of edits that you have to make after it is applied, for example: swapping out staff who are now on leave or unavailable, assigning staff to vacant shifts, etc.

Today, we are introducing Smart Templates, a way to apply a template and have the best staff assigned to vacant shifts at the same time.

You can start using Smart Templates today, by clicking the Apply Smart template option in your template menu on rosters.

How it works:

1. Start by creating a template that has the coverage you know you need for the week, e.g. you know you need 3 people in the bar on Saturday night and 1 person to always be on the front desk.

Note: Only vacant shifts will get adjusted so if you have shifts you don’t want to be altered just make sure those have staff assigned.

Tanda-Smart-Roster-Template-1

2. Apply your smart template.

Tanda-Smart-Roster-Template-2

3. When a template is applied any vacant shifts will have staff assigned automatically using the Tanda’s Cognitive algorithm.

The algorithm works like this:

  • Look at all the vacant shifts in the template across the week
  • Avoid adding users with clashing shifts/leave/unavailability
  • Avoid breaking roster validation rules
  • Assign a cost-effective team
  • Aim for fairness by spreading out shifts

Read more: What’s new in Tanda — January 2019

FAQ

Does it assign staff to shifts on a day by day basis (mon-sun) or does it look across the entire week?

The way the algorithm works is it looks for the best combinations across the entire week at once, rather than doing it day by day and making the choices for available staff on the last day the least favourable.

If I have shifts in my template that already have staff assigned i.e. full timers, part timers but those staff are on leave when I apply the template will those shifts be swapped out?

At this stage no, only shifts that are left vacant will be filled – but we plan on making this part of a future version of smart templates.

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Employee Onboarding: Collecting staff details made paperless (updated for 2019)

Introducing Tanda’s New Employee Onboarding feature! Tanda’s Employee Onboarding Feature is the paperless way to collect all those necessary staff details such as Tax file Numbers and Super Choice forms, without the hassle of scanning and signing forms, or chasing new staff for paperwork. Through Tanda, managers will now be able to onboard new staff and their details directly into Tanda. How does it work? Talk to the Tanda Onboarding team to have the onboarding tool enabled in your account. From here, managers can send out an email with the onboarding link to new staff, prompting them to complete the necessary forms. Using this link, the onus is put on staff to fill in all their details, which are then submitted securely to Tanda. Once all the details have been submitted, Tanda will then automatically create a staff profile for the new team member in Tanda. If your payroll software has an onboarding integration, Tanda will export the newly created staff profile to your payroll software where it will create a new staff profile in payroll as well. What forms can my new team member fill out? Through Tanda’s Employee Onboarding feature your team member will be able to fill out all the core paperwork, that is required for them to be paid, and rostered. Personal Details Emergency Contact Details Bank Account Details Tax File Declaration Form Super Choice Form What are the benefits of Employee Onboarding for Employers? Cuts out paperwork by replacing the forms new staff have to sign, with digital versions. No chasing up paperwork, as staff can enter their details themselves. Reduces errors by validating BSBs, Addresses, Tax File Numbers, and Super details. No problems trying to decipher staff members’ messy handwriting. Cuts out double entries for payroll by automatically syncing with certain cloud based software. Improves engagement with your new staff.  What are the benefits for Employees? Simple easy to follow process for staff – they no longer have to enter their name, date of birth or address multiple times. Can be easily completed from home or from your mobile phone, wherever you are. No need to print, scan, email or post hard copy forms. Get started with Tanda’s Employee Onboarding today! Tanda’s Employee Onboarding feature is already live! For more information contact one of our friendly Tanda Consultants today, on 1300 859 117 or via email at support@tanda.co to get started with Tanda Employee Onboarding.

Industry Insights    |   

Why Pharmacies Love Tanda

Tanda spoke to Jarred, Co-Owner of Marraboor Pharmacy about his experience using Tanda. Marraboor Pharmacy is a locally owned and operated pharmacy located in Swan Hill. They have been providing great quality service and health advice to the community for over 50 years. Known for their friendly and knowledgeable staff, Marraboor Pharmacy provides a range of health services. Immunisations and blood pressure recordings as well as a number of over the counter and prescription medications are available. “As a business owner and pharmacist, being part of the local community is really important. What I love about my job is being able to help people through the service we provide.” Jarred discovered Tanda when he went searching for better solution to manage and roster his staff across his busy store. Having previously used online systems and spreadsheets to roster, and paper time sheets to record staff attendance, Jarred was looking for a solution that could solve his rostering issues and make payroll processing easier. “Running a pharmacy, means that labour is my second biggest expense after stock. I therefore needed a simple and fast way to create rosters for my team, and forecast my labour costs. It needed to be easily visible, and able to connect to my Xero account so my wife could do payroll. “Tanda’s made a huge difference in how I roster. It was so easy to use with the drag and drop feature, and I could quickly see that I had my whole team covered with the colour-coded roster. “The integration has been so easy with Xero, and has made a real difference for my wife. She used to come in on a Monday to do payroll, and would spend hours chasing up staff who’d forgotten to fill in time sheets. Now she can come in, check the time clock selfies and time sheets, and do payroll in no time.” In addition to faster rostering, Jarred is also enjoying the Award interpretation and leave management features built into Tanda. “Being able to forecast my labour costs, plan my time and workforce through Tanda has really made a difference. I can see all my labour costs easily in Tanda, so I now know when someone is going into overtime on a Saturday, and how much that will cost me. “There’s already plenty of paperwork involved in running a pharmacy, so I’m a big advocate of paperless systems. Being able to track and approve staff leave requests electronically through Tanda, has made it much easier not only for rostering and payroll, but for tracking our leave accruals and leave costs in general.” Tanda is giving Jarred more time to spend focusing on his business and his patients. “As a Pharmacist, health professional and business owner, the less time I spent on admin, and more time spent focusing on running the business and providing excellent customer service to my customers, the better. Tanda is helping me to get out of the back office and away from the paperwork, to spend more of my time on pharmacist related work, which is what’s important. “Any pharmacists or business owner for that matter, should be using a cloud-based system like Tanda. It’s a great product and the customer service is excellent. I’d highly recommend giving it a go.”   Marraboor Pharmacy is a locally owned pharmacy in Swan Hill, that has been providing exception customer service and health advice to the Swan Hill community for more than 50 years.

Awards & Rostering    |   

Why POS Machines make Terrible Time Clocks

Most POS solutions available in the market today have some form of time clock feature included. It might seem to be a cost-efficient and convenient method at first, but it has more problems than benefits in the long run. The disadvantages of integrating time and attendance with your POS machine are: Lack of Accessibility: Front-of-house staff (cashiers, waiters, retail personnel) constantly uses the POS. So, it makes sense for them to use the machine as their time clock. But what about your back-of-house team? Kitchen staff and inventory personnel will have to go regularly to the front in order to clock in and out of work. Clunky Software: Even good POS providers focus only on making a good POS. The many features they perfect are primarily to make serving your customers as easy as possible. Unfortunately, time and attendance is never going to be a priority for POS companies. This means doing things like editing clock-in times, building a roster, or exporting to your payroll system can be either really hard or impossible. Security: By definition, the POS machine has sales information and cash. As much as possible, you should limit those who need to use it. If your POS machine is your time clock, all of your employees have access to it. This means that you’re more prone to theft and other forms of security breaches. Lack of Accuracy – Most POS systems that have a time clock in it use only a four-digit PIN to identify a specific staff member that clocks in and out. With no other forms of verification, there is no guarantee that your employees are really in and out of work. Some POS may offer fingerprint scanning verification, but they are notoriously unreliable and are difficult to maintain.   Read: “Buddy Punching” is Costing Businesses Millions. What Can Employee Time Clock Software Do About It? But why are a lot of businesses integrating time and attendance with their POS? The reason behind using the POS as the time clock is that attendance data is stored with sales data. With all these information in one location, managers are able to see the restaurant’s performance at a glance. Best of Both Worlds The right workforce management solution will still integrate with your POS, but not in the way it was before. With Tanda’s POS integrations, your business can make smarter rostering decisions. Our Predictive Workforce platform uses sales data from your POS to automatically calculate the right number of employees your business will need at specific times of the day. This ensures that your business remains profitable and it helps you also cut down the time needed for building the weekly roster. With Tanda part of your business, you can phase out your POS for time and attendance and replace it with our tablet-based employee time clock software. It tracks employee time and attendance and verifies it as well by taking a photo of them as they clock in and out. It also informs them of upcoming shifts and allows them to file time off requests. Move your time and attendance off of your POS, and onto Tanda. Sign up for a free trial or contact us today to help you get started.

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Employee Onboarding: Collecting staff details made paperless (updated for 2019)

Introducing Tanda’s New Employee Onboarding feature! Tanda’s Employee Onboarding Feature is the paperless way to collect all those necessary staff details such as Tax file Numbers and Super Choice forms, without the hassle of scanning and signing forms, or chasing new staff for paperwork. Through Tanda, managers will now be able to onboard new staff […]

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Why Pharmacies Love Tanda

Tanda spoke to Jarred, Co-Owner of Marraboor Pharmacy about his experience using Tanda. Marraboor Pharmacy is a locally owned and operated pharmacy located in Swan Hill. They have been providing great quality service and health advice to the community for over 50 years. Known for their friendly and knowledgeable staff, Marraboor Pharmacy provides a range […]

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Why POS Machines make Terrible Time Clocks

Most POS solutions available in the market today have some form of time clock feature included. It might seem to be a cost-efficient and convenient method at first, but it has more problems than benefits in the long run. The disadvantages of integrating time and attendance with your POS machine are: Lack of Accessibility: Front-of-house […]

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