The benefits of using Stafiz as a resource planning tool

Matching needs with profiles: by availability, skills, competencies.

a. Create requirements

 With Stafiz, employees can access a need creation module. Either directly from opportunities, or by proactively creating a need. They can indicate :

• the type of employee profile 
• the skills needed and the minimum competence level of these skills
• experience
• the timeline and time commitment of the need: start date and end date, full-time or part-time, and specific days needed to be worked

These recorded needs can be automatically sent out to the people responsible for providing the solutions to said needs (all organized with automated follow-ups in Stafiz).

Based on these needs, Stafiz algorithms suggest profiles that match, not only on the basis of skills and experience, but also according to their availability. If everything matches, the profile can be staffed or positioned with a single click. If not, you can broaden the criteria to find other profiles close to your needs.  

b. In conclusion, you :

• Simplify collaboration between those who have needs (sales representatives, project managers) and those who make decisions at resource planning (team leaders, resource planning managers).
• Automate your search with intelligent suggestions from Stafiz
• Ensure that your resources are optimally loaded

Resource planning management: resource requests

A hollistic, comprehensive view for improved workload management

Know who is being under-worked or over-worked, who is close to finishing a contract, and which projects are in need of additional support in order to make better management decisions.  

a. See a complete view of employee workload and occupancy

Availability of employees in the resource planning

In Stafiz, you can filter by role or grade, by team or by skill, and easily see the workload and capacity to date and in the coming periods. This makes it easy to identify overloaded employees and reallocate this forecasted workload. You can also identify profiles that need to be re-staffed because they are approaching a period of inactivity.    

You can view the workload by employee, project, percentage or number. This load takes into account all activity: customer projects, internal projects, absences. You can also pre-book profiles for projects that are still at the pre-sales stage. This allows you to scenario the workload, i.e. whether or not you are taking opportunities into account, so that you can make the right trade-offs.  

b. Hollistic, comprehensive view of employee assignments

• Know which tasks are assigned to which employees in the next few days and weeks
• Easy accesibility to the absence calendar
• Easily shift or re-plan projects
• Quickly identify which employees can be staffed on certain tasks
• Compare plans with achievements

All these needs that management must be able to manage on a day-to-day basis can easily be met by managing resource planning in Stafiz.  

Employee scheduling in Stafiz

Reporting features to help monitor key project performance statistics:  project profitability, utilization rate, and internal re-invoicing

a. Time tracking and billable hours

Report : utilization rate

Ensuring that all employees are occupied and worked to the appropriate level is a major advantage. Employees who have neither too much nor too little workload have a higher level of satisfaction. This ensures the prevention of burn-out and boredom, both of which are major reasons for resignations.

In addition to this view, Stafiz also provides all the information on staff activity rate, i.e. time spent on billable projects compared to available time. Stafiz allows you to plan any type of activity: customer projects (billable by definition), internal projects (non-billable), R&D (non-billable), sales activity (non-billable), and even to plan absences.

Absences, days off and public holidays are days when, by definition, the employee is not available. In this way, you can visualize the extent to which your team is staffed on chargeable projects (in the past and in the future).    

Staff activity rate calculation: [Time spent on billable / Time available] Stafiz reports analyze staff activity rate from different angles, because not everyone's goals are the same:

• by role/rank of employee
• per team
• per person

utilization rate per team

This is done for past and future data, allowing the identification of sales gaps to be transparent and filled.    

b. Financial forecasting and project profitability analysis 

Report: Mission profitability

With the ability to assign daily or hourly rates and costs of collaborators according to projects to users, Stafiz automatically indicates to you:    

• Remaining work for a project in terms of time and value 
• Project progress percentages (with the ability to add time spent to project progress)
• End-of-project profitability forecasting that takes into account finished work and remaining work
• Projects under budget

Internal employee re-invoicing 

When employees work for another BU or entity, they are sometimes re-invoiced. These "intercompany" or "intercos" transactions can be fully automated in Stafiz :

• Addition of transfer prices: the amount the employee is re-invoiced from one entity to another
• Automatic calculation of internal re-invoiced amounts
• Automatic generation of internal invoices
• Intercompany invoice eliminations

Stafiz is a team management solution for resource planning . With Stafiz, you automate: profile searches, positioning on customer needs, and production schedules. You gain visibility and simplicity. You make better decisions that improve the profitability of your business and simplify workload management. 

To find out more about the Stafiz platform, visit the product page.

Resource planning