The benefits of using Stafiz as a resource planning tool

Matching a need with profiles: by availability, appetites, skills.

a. Create requirements

 With Stafiz, employees can have access to a requirement creation module. Either directly from opportunities or by proactively creating a need. They will be able to indicate:

• the type of employee profile 
• the skills needed and the minimum competence level of these skills
• the 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).

Depending on these needs, Stafiz's algorithms offer matching profiles, not only based on skills and experience criteria, but also based on their availability. If everything matches, the profile can be staffed or positioned in one click. Otherwise, it is possible to broaden the criteria to find other profiles close to the need.  

b. In conclusion, you:

• Simplify collaboration between those who have needs (salespeople, project managers) and those who make decisions about resource planning (team leader, resource planning manager)
• Automate search with intelligent suggestions from Stafiz
• Ensure your resource load is optimized

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 reporting reports resource planning

In Stafiz, you can filter on a role or grade, on a team or on a skill and very easily see what the workload and capacity is to date and in the next periods. You can easily identify overloaded employees and reallocate this forecast load. You can also identify profiles that need to be re-staffed because they are approaching a period of inactivity.    

You can see the load per employee, per project, in percentage or in number. This charge takes into account all activity: projects for clients, internal projects, absences. You also have the possibility of pre-booking profiles on projects which are still at the pre-sales stage. This allows you to script the load: whether you take the opportunities into account or not and therefore be able to make the right decisions.  

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 daily basis are easily achievable in the management of the resource planning in Stafiz.  

Employee planning 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, RTT, public holidays, are days when by definition the employee is not available. Thus, you can visualize to what extent 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 that vary from budget

Internal employee re-invoicing 

When employees work for another BU or another entity, they may be re-invoiced. These “intercompany” or “interco” 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 management solution for resource planning teams. With Stafiz, you automate: the search for profiles, positioning on customer needs, and production schedules. You gain visibility and simplicity. You make better decisions that improve your business profitability and simplify load management. 

To learn more about the Stafiz platform, visit the product page.

Resource planning