We’re changing leave, especially manual corrections. Here’s how.

Emerson Domingo

27 March 2019    |   

Key takeaways We are building towards fully automated leave Features are released in stages over the next 3-6 months Eventually, staff can just enter the leave start and end date We’ll apply the correct hours every time All managers have to do is review and approve Our vision: never having to manually correct leave. Ever. Released in stages over the next 3-6 months We are making leave entry completely automated. In the next few months, you’ll be seeing a series of features, with each release letting you check and approve leave requests faster. The end goal: never having to manually correct leave ever again. Ultimate leave automation: applying contract hours and roster patterns For automated leave to work, it needs to be accurate, too. Otherwise, we’ll always rely on manual entry. So in this feature, we’ll take rostered hours and usual hours worked,  (contractually-bound or verbal). Then we combine them and form the entire leave request—making the hours as accurate as possible. And if you are in 24/7 industries like call centres and fire departments, good news. We’re releasing roster patterns soon. When applied, leave hours are matched with the roster pattern in use. Our end goal: an even higher form of automation Soon, you’ll only see it in a museum. This is what we’re eventually working towards: if we detect a statistically-significant pattern based on previous hours, these days and times get carried to the leave request. So to kill the dinosaurs of manual entry, that’s the great automated leave meteor we’re building. But to get to that, we need to work our way up. One small step for getting rid of manual corrections If a 3-days/week staff member requests a 2-week long leave, they get allocated 14 days leave pay—which is incorrect. So instead of approving, managers delete the leave request and create new ones. This is not an efficient use of time. And we’re happy to say you don’t have to do that anymore. You can now edit time breakdowns on leave requests. Ironically, our first step towards leave automation is manual (baby steps). You can manually assign the times match the correct leave hours (see visual below). This is likely to go live in the next couple of weeks. We’re hoping this is a helpful remedy in the meantime, but you won’t be doing this for long. Soon, it’ll be automated. Changing time breakdowns: our manual step to automation. Up next: automatically fill from roster. If staff are rostered during their leave dates, these hours are reflected on the request. Just check and approve. Then: change the roster cards. Before approving the leave request, change the affected shifts: Make the shift vacant and find a replacement Delete the shift if you don’t need it anymore. Usually applies for salaried staff. Keep the rostered shift and the leave card. Applies when staff work half a shift and then go home sick. We’re always listening. We talk about what we do a lot. But we also love to listen. If you have any feedback, suggestions, or general thoughts on this, shoot me an email at emerson@tanda.co We build features so you can succeed with your team. So we value your ideas. After all, you’re on the frontline. Thanks for being part of the team.

Key takeaways

  • We are building towards fully automated leave
  • Features are released in stages over the next 3-6 months
  • Eventually, staff can just enter the leave start and end date
  • We’ll apply the correct hours every time
  • All managers have to do is review and approve

Our vision: never having to manually correct leave. Ever.

Released in stages over the next 3-6 months

We are making leave entry completely automated. In the next few months, you’ll be seeing a series of features, with each release letting you check and approve leave requests faster. The end goal: never having to manually correct leave ever again.

Ultimate leave automation: applying contract hours and roster patterns

For automated leave to work, it needs to be accurate, too. Otherwise, we’ll always rely on manual entry. So in this feature, we’ll take rostered hours and usual hours worked,  (contractually-bound or verbal). Then we combine them and form the entire leave request—making the hours as accurate as possible. And if you are in 24/7 industries like call centres and fire departments, good news. We’re releasing roster patterns soon. When applied, leave hours are matched with the roster pattern in use.

Our end goal: an even higher form of automation

Manual leave corrections will become extinct.

Soon, you’ll only see it in a museum.

This is what we’re eventually working towards: if we detect a statistically-significant pattern based on previous hours, these days and times get carried to the leave request. So to kill the dinosaurs of manual entry, that’s the great automated leave meteor we’re building. But to get to that, we need to work our way up.

One small step for getting rid of manual corrections

If a 3-days/week staff member requests a 2-week long leave, they get allocated 14 days leave pay—which is incorrect. So instead of approving, managers delete the leave request and create new ones. This is not an efficient use of time. And we’re happy to say you don’t have to do that anymore.

You can now edit time breakdowns on leave requests.

Ironically, our first step towards leave automation is manual (baby steps). You can manually assign the times match the correct leave hours (see visual below). This is likely to go live in the next couple of weeks. We’re hoping this is a helpful remedy in the meantime, but you won’t be doing this for long. Soon, it’ll be automated.

Changing time breakdowns: our manual step to automation.

Up next: automatically fill from roster. If staff are rostered during their leave dates, these hours are reflected on the request. Just check and approve.

Then: change the roster cards. Before approving the leave request, change the affected shifts:

  1. Make the shift vacant and find a replacement
  2. Delete the shift if you don’t need it anymore. Usually applies for salaried staff.
  3. Keep the rostered shift and the leave card. Applies when staff work half a shift and then go home sick.

We’re always listening.

We talk about what we do a lot. But we also love to listen. If you have any feedback, suggestions, or general thoughts on this, shoot me an email at emerson@tanda.co

We build features so you can succeed with your team. So we value your ideas. After all, you’re on the frontline. Thanks for being part of the team.

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We want you to use our software less. Here are 5 new ways to do it.

Have you ever changed numbers on Excel, and everything else changed too? How long did that take? I’m guessing less than the time it took to read this sentence. What takes seconds now took an entire day for an accountant or bookkeeper in the ‘60s. They had paper spreadsheets back then. So a small adjustment meant recalculating, erasing, and filling out all boxes affected by that number. Manually. So if businesses wanted to know how something affects the bottom line, they need to plan ahead. And pay a day’s wage for someone to work it out. This is just for one change. Accounting tools of the 60s. Groovy. Just because something is used a lot doesn’t mean it works. We’re living in the manual spreadsheets era of workforce management Even with current solutions, workforce management is still mostly manual. Checking timesheets, calling up staff to cover, staying on top of qualifications. What should take a couple of minutes can take hours. In short, more time spent in the back office. Less time spent leading staff, tackling business issues, hitting business goals. Less admin, more ambition You buy software to do everything faster. All Tanda research and development comes down to this: we want you to use us less. Less means the job gets done faster. Less timesheet reviews, less calling around, less communication blocks. More working on the frontline, more business goals, more rest and relaxation. Here are 5 new ways to use Tanda less. 1. Less time behind the desk with Live Feed Wherever you are, see who’s at work — and who’s not. Combined with key alerts and live insights, you can make snap decisions to keep your store, warehouse, or centre well-staffed throughout the day and night. Live Feed on the mobile app Previously, you’d have to get on My Tanda to see who’s clocked-in—which takes some time. Even then, it may not be possible, especially if you’re managing a remote workforce, or travel frequently. How it Works. Live feed lets you keep an eye on staff status on the mobile app. This works across teams and locations, depending on manager permissions. Read more: How key alerts and live insights lead to better customer service. 2. Less time figuring things out with the Training Centre Everything you need to get started with Tanda—from basics to breakthroughs—we’ve put it all in one place. Whether you’re just getting started or refreshing your knowledge, our video tutorials will guide you through in record speed. Tanda Training Centre How it Works. A series of videos that teach you everything from basic set-up to advanced rostering. Learn at your own pace. And if you ever get stuck, the chat button is always there. Access it on my.tanda.co/learn. 3. Less work approving timesheets with Associated Tags No need to assign higher duties tags manually on timesheets — which can be time consuming, especially if you have a large team. Associated tags automatically assigns this when certain staff work in different teams.  The associated tags field, located in the team profile. How it Works. Assign the higher duties tag in the team profile. If an employee with that higher duties tag works in that particular team, they’ll immediately receive the higher duties allowance. For more information, visit our help page. 4. Less uncertainty with new Rosters Overview validations Identify unsustainable patterns across time more easily, including overworked or underworked staff; how many staff are going on leave; and staffing levels across multiple weeks. Seeing these inefficient patterns early means you’re likely to avoid them on your next roster (e.g. over-rostering, concurrent leave). Validations on rosters overview. See the full list. How it Works. View as much as a month’s worth of rosters on Rosters Overview‘s easy-to-use interface. Now with all validations of the old weekly roster view. 5. Less clicking around with Qualification Expiry Emails Only see which qualifications need action, when they need to be actioned. You won’t need to go to each staff profile page to review this, which means time saved. This becomes more important as your business grows. An employee qualification email alert How it works. You’ll receive email alerts when staff qualifications are 1) expiring in one month; and 2) have expired. They’ll also be alerted and asked to update their qualifications, if necessary.   Tell us what features make you use Tanda less. The only thing we love more than helping you succeed is hearing success stories. We love your feedback. We listen to it all. Send me a direct email at emerson@tanda.co. Keep up to date with our latest updates on our full changelog.

Feature Updates    |   

Introducing 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. 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.

Feature Updates    |   

Team management should be an easy cruise, not a struggle for the surface

Key updatesWHAT’S NEW IN TANDA – MARCH 2019 If you want to skip the opening , jump straight to these sections: Shift Replacements on Desktop: Receive and approve/decline cover requests Change Teams on Time Clock: Swap teams anytime on a clocked-in shift GPS Clock-Ins: Location-tracked clock-ins on the mobile app Automatic Breaks: Fulfil compliance requirements on breaks Managing a team is like a duck in waterThings may look calm on top, but underneath there’s a lot of fierce paddling. It’s not hard to see why. The waters towards a successful shift can be turbulent. Sometimes, staff suddenly can’t come in. Other times, demand spikes unexpectedly. And compliance requirements are always looming.Tanda is like a state-of-the-art speedboatBut whenever you log in, something happens. The little duck becomes a powerful machine. Because Tanda lets you manage your team easily, so you cruise over most issues that’ll sink any other workflow. And you stay above the water, no sweat. This month, we’ve tinkered with it and made it more powerful. Here are the upgrades.No one is replaced without your go-aheadSHIFT REPLACEMENTS ON DESKTOP Choosing and approving shift replacements on desktop An unavoidable part of business: staff can’t work a rostered shift. Enter Shift Replacements. Receive, view, and approve or decline shift replacement requests on desktop. Now, there’s no need to go through these: Doing the ring around. Making sure the replacement can do the job. Making sure they’re not too expensive. Not finding anyone. Having to come in on your day off. How It Works. Staff use the mobile app to request cover. If you approve it, you can offer the shift to staff. Select some or all staff in the same team. We’ll show you wages and rostered hours to help you decide. See your shift replacement requests or learn more about this feature.A person who wears many hats CHANGE TEAMS ON TIME CLOCK Switch teams in the time clock app Change teams in the middle of the shift. Useful when customer demand spikes, or when different tasks carry different rates and allowances. Need more waitstaff for the lunch rush? Staff can move from the bar to front of house. How It Works. Swap teams anytime during a clocked-in shift. This splits the shift into two timesheets—one for each team. All relevant pay rates, allowances, and higher duties apply. When the shift ends, clock-out as usual. Use this feature on the latest version of the Time Clock app (4.3.36 or newer). Check your time clocks, or learn more about this feature.The world is your office GPS CLOCK-INS GPS Clock-in on the mobile app The leading workforce management software now works everywhere. From the worksite to the delivery truck, GPS clock-ins means Tanda is fully-mobile. How It Works. Staff can clock-in and out anywhere through the Tanda mobile app. Their locations are saved and attached to the timesheets. So you’re confident staff are where they need to be. Learn more about GPS Clock-ins.Are you recording Fair Work-mandated breaks? AUTOMATIC  BREAKS Fulfil compliance requirements by demonstrating you’re giving staff correct breaks. How It Works. Just set up the initial break rules and we can automatically apply paid and unpaid breaks to your timesheets. Learn how to set-up automatic breaks.Up Next Automated Leave: No more manual leave corrections New Day View: We’ve improved the design so you can find information easier Key Alerts: Get notified of important staff events (e.g. overtime risk, failed to clock-in/out, and more)

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About the author

Emerson Domingo

Emerson oversees Product Marketing at Tanda, and has a background in interactive design and advertising. He works closely with our Product Managers to keep you informed of the new ways Tanda is helping businesses build successful teams.

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Have you ever changed numbers on Excel, and everything else changed too? How long did that take? I’m guessing less than the time it took to read this sentence. What takes seconds now took an entire day for an accountant or bookkeeper in the ‘60s. They had paper spreadsheets back then. So a small adjustment meant […]

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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, […]

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