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Optimise workforce planning and efficiency

In this article, we explain how to enhance your planning and management workforce.

Written by Lucy Robbie

Effective workforce planning is key to delivering consistent, high-quality care while managing costs and resources. This pathway helps care providers enhance their planning and management of their workforce, thereby increasing continuity, reducing travel time and costs, and empowering coordinators with improved tools. As you progress, you'll unlock smarter rostering, better visibility, and more strategic control over your workforce.

Progression levels

If you are unsure of which level you are, you'll be able to find your progression level from our ScoreApp.

Establish

  • Set up branches, areas, service types, and employee hierarchy.

  • Configure availability and absence management.

Evolve

  • Optimise planning configuration and rules.

  • Implement employee preferences and declined stops.

  • Explore dynamic travel time and NMW compliance.

Excel

  • Advanced rostering and run-based allocation.

  • Compliance checks and rota generation.

  • Access Analytics dashboards and Evo apps.


Support options

Below is an overview of the three support options available for payroll precision, along with guidance on where to access each one.

Self-directed

If you're looking to explore and implement improvements independently, our Help Centre is your go-to resource. It contains curated support articles and guides specific to this pathway, helping you unlock functionality and drive value at your own pace.

Guided

Work with your Customer Success Manager or Technical Success Manager to identify areas for improvement and plan your next steps. This collaborative approach helps you focus on the outcomes that matter most to your organisation.

Expert-led

Engage with our consultants and trainers for tailored support, using FlexPoints or purchased services. This route is ideal for organisations looking to accelerate transformation or tackle complex challenges.

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