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SumTotal Strategic
Human Capital Management


Scheduling & Optimization




Advanced Workforce                                                                 CALCUALTE EXACT
                                                                                   STAFFING NEEDS

Optimization
SumTotal Scheduling & Optimization solution is a dynamic, real-time scheduling
system that incorporates advanced functions such as employee preferences,
skills, overtime equalization, pay rates, seniority and planned leaves into
workforce scheduling. We cover the entire scheduling process from end-to-end
including scheduling preferences, shift bidding and trading, schedule creation
and reporting while allowing for real-time schedule adjustments.
With SumTotal Scheduling & Optimization, you’ll make better staffing decisions,    Schedule optimizer lets managers
ensuring that the right number of appropriately qualified people is in the right   calculate exact staffing needs based
place at the right time ensuring you of an efficiently deployed workforce.         on expected business demand.

Recognizing that your people are your most valuable asset, the ability to create
an employee schedule that defines which people and skills are needed and
optimize the matching of qualified, available employees while minimizing labor
costs has taken on tremendous strategic significance.
SumTotal Scheduling & Optimization capabilities give you the flexibility to:
     ■ Optimize the fit of employees and contractors to expected work loads

     ■ Provide substitutions when needed

     ■ Drive best practices for scheduling to your line managers

     ■ Create optimum schedules

     ■ Analyze results through advanced reporting capabilities

     ■ Adjust schedules in real-time

     ■ Handle job bidding

     ■ Support shift trading

Key Features
SumTotal Scheduling & Optimization solutions have been designed to accom-
modate the needs of enterprise-class distributed organizations, with centrally
hosted scheduling that can be localized to meet the unique needs of each busi-
ness and each business location. We provide a choice of scheduling methods
based on your industry and needs including shift scheduling, employee posi-
tion scheduling, mass/group scheduling, full and mid-day absence schedul-
ing, skill-based scheduling, scheduling overrides and more. Key features of
SumTotal Scheduling & Optimization include:


                                                                                                Datasheet
www.sumtotalsystems.com
■ Master Schedule Manager – create optimum scheduling assignments based                                            EASY TO USE
   on shift, skills, pay rate, employee and job preferences, overtime equalization
   and employee availability. Presents job assignments for all shifts for a range
   of schedule periods.
■ Free Form Scheduling – free form scheduled hours are defined in the Master
   Schedule using a start and end time.
■ “Best Fit” Job Assignment Optimizer – optimization rules are configurable                                        The daily schedule gives
   and the optimizer evaluates all available employees to determine the lowest                                     managers an intuitive tool to view
                                                                                                                   and adjust coverage with a drag-
   cost job assignment result for a schedule period.
                                                                                                                   and-drop interface.
■ Shift Trading – employees can collaborate within the system to agree to
   trading shifts and submit the trades for supervisor approval.
■ Equalization Manager – evaluate overtime worked, offered and refused and
   create a ranked list of who can or should be offered overtime.

Cross-Functional Benefits
SumTotal provides an end-to-end, complete strategic Human Capital Management
solution integrating workforce management, talent management, learning
management, HR management and payroll and benefits management.
■ Workforce Management: Integrated across the SumTotal strategic HCM
   solution SumTotal Workforce Management provides powerful tools to                                              About SumTotal // SumTotal Systems, Inc.
   effectively manage labor rules, ensure compliance, and control labor costs                                     is the global leader of strategic Human Capital
                                                                                                                  Management (HCM) solutions that provide
   and expenses
                                                                                                                  organizations with a new level of visibility to
■ Talent Management: Integrated within the SumTotal’s strategic HCM solution,                                     help make more informed business decisions
  Talent Management provides a single view of your organizations a unified                                        and accelerate growth. Recognized by industry
  view of your organizations talent processes across all parts of strategic HCM                                   analysts as the most complete solution,
                                                                                                                  SumTotal provides full employee lifecycle
■ Learning Management: Integrated into the learning management solution,                                          management, including a core system of
   SumTotal can provide visibility into skills, certifications, and learning                                      record, from a single provider for improved
   activities across talent and workforce management, as well as other parts                                      business intelligence. The company offers
                                                                                                                  customers of all sizes and industries the most
   of the strategic HCM process
                                                                                                                  flexibility and choice with multiple purchase,
■ HR Management (HRMS): Integrated within the SumTotal’s strategic HCM                                            configuration, and deployment options. We
   solution, SumTotal’s HR Management solution provides a single source of                                        have increased the performance of the
                                                                                                                  world’s largest organizations including Sony
   truth for all HCM processes
                                                                                                                  Electronics (NYSE: SNE), AstraZeneca
■ Payroll & Benefits: As an integrated service into the SumTotal’s strategic                                      (NYSE: AZN [ADR]; London: AZN), Amway
   HCM solution, Payroll and Benefits Management provide efficient, flexible                                      (KUL:AMWAY), Seagate (NYSE: STX),
   and easy–to-use service at the foundation of your HCM solution                                                 For more information, or to request a demo,
                                                                                                                  please call +1 (866) 768-6825 (US / Canada),
                                                                                                                  +1 (352) 264-2800 (international) or visit
                                                                                                                  www.sumtotalsystems.com

Corporate Headquarters      EMEA                          APAC
SumTotal Systems, Inc.      SumTotal Systems, UK          SumTotal Systems India Pvt. Ltd.   © 2011 SumTotal Systems, Inc. All rights reserved. SumTotal, and the SumTotal
2850 NW 43rd Street         59-60 Thames Street           7th Floor Maximus Towers           logo, are registered trademarks or trademarks of SumTotal Systems, Inc. and/or
Suite #200                  Windsor, Berkshire            Building 2B, Mind Space            its affiliates in the United States and/or other countries. Other names may be
Gainesville, FL 32606 USA   United Kingdom, SL4 1TX       Raheja IT Park, Cyberabad          trademarks of their respective owners. 11_0729LS
Tel: +1 352 264 2800        Phone: +44 (0) 1753 211 900   Hyderabad, AP- 500081, India
Fax: +1 352 264 2801        Fax: +44 (0) 1753 211 901     Phone: +91 (0) 40 6695 0000
                                                          Fax: +91 (0) 40 2311 2727




www.sumtotalsystems.com                                       Contact SumTotal Today at connect@sumtotalsystems.com

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Sumt scheduling optimization

  • 1. SumTotal Strategic Human Capital Management Scheduling & Optimization Advanced Workforce CALCUALTE EXACT STAFFING NEEDS Optimization SumTotal Scheduling & Optimization solution is a dynamic, real-time scheduling system that incorporates advanced functions such as employee preferences, skills, overtime equalization, pay rates, seniority and planned leaves into workforce scheduling. We cover the entire scheduling process from end-to-end including scheduling preferences, shift bidding and trading, schedule creation and reporting while allowing for real-time schedule adjustments. With SumTotal Scheduling & Optimization, you’ll make better staffing decisions, Schedule optimizer lets managers ensuring that the right number of appropriately qualified people is in the right calculate exact staffing needs based place at the right time ensuring you of an efficiently deployed workforce. on expected business demand. Recognizing that your people are your most valuable asset, the ability to create an employee schedule that defines which people and skills are needed and optimize the matching of qualified, available employees while minimizing labor costs has taken on tremendous strategic significance. SumTotal Scheduling & Optimization capabilities give you the flexibility to: ■ Optimize the fit of employees and contractors to expected work loads ■ Provide substitutions when needed ■ Drive best practices for scheduling to your line managers ■ Create optimum schedules ■ Analyze results through advanced reporting capabilities ■ Adjust schedules in real-time ■ Handle job bidding ■ Support shift trading Key Features SumTotal Scheduling & Optimization solutions have been designed to accom- modate the needs of enterprise-class distributed organizations, with centrally hosted scheduling that can be localized to meet the unique needs of each busi- ness and each business location. We provide a choice of scheduling methods based on your industry and needs including shift scheduling, employee posi- tion scheduling, mass/group scheduling, full and mid-day absence schedul- ing, skill-based scheduling, scheduling overrides and more. Key features of SumTotal Scheduling & Optimization include: Datasheet www.sumtotalsystems.com
  • 2. ■ Master Schedule Manager – create optimum scheduling assignments based EASY TO USE on shift, skills, pay rate, employee and job preferences, overtime equalization and employee availability. Presents job assignments for all shifts for a range of schedule periods. ■ Free Form Scheduling – free form scheduled hours are defined in the Master Schedule using a start and end time. ■ “Best Fit” Job Assignment Optimizer – optimization rules are configurable The daily schedule gives and the optimizer evaluates all available employees to determine the lowest managers an intuitive tool to view and adjust coverage with a drag- cost job assignment result for a schedule period. and-drop interface. ■ Shift Trading – employees can collaborate within the system to agree to trading shifts and submit the trades for supervisor approval. ■ Equalization Manager – evaluate overtime worked, offered and refused and create a ranked list of who can or should be offered overtime. Cross-Functional Benefits SumTotal provides an end-to-end, complete strategic Human Capital Management solution integrating workforce management, talent management, learning management, HR management and payroll and benefits management. ■ Workforce Management: Integrated across the SumTotal strategic HCM solution SumTotal Workforce Management provides powerful tools to About SumTotal // SumTotal Systems, Inc. effectively manage labor rules, ensure compliance, and control labor costs is the global leader of strategic Human Capital Management (HCM) solutions that provide and expenses organizations with a new level of visibility to ■ Talent Management: Integrated within the SumTotal’s strategic HCM solution, help make more informed business decisions Talent Management provides a single view of your organizations a unified and accelerate growth. Recognized by industry view of your organizations talent processes across all parts of strategic HCM analysts as the most complete solution, SumTotal provides full employee lifecycle ■ Learning Management: Integrated into the learning management solution, management, including a core system of SumTotal can provide visibility into skills, certifications, and learning record, from a single provider for improved activities across talent and workforce management, as well as other parts business intelligence. The company offers customers of all sizes and industries the most of the strategic HCM process flexibility and choice with multiple purchase, ■ HR Management (HRMS): Integrated within the SumTotal’s strategic HCM configuration, and deployment options. We solution, SumTotal’s HR Management solution provides a single source of have increased the performance of the world’s largest organizations including Sony truth for all HCM processes Electronics (NYSE: SNE), AstraZeneca ■ Payroll & Benefits: As an integrated service into the SumTotal’s strategic (NYSE: AZN [ADR]; London: AZN), Amway HCM solution, Payroll and Benefits Management provide efficient, flexible (KUL:AMWAY), Seagate (NYSE: STX), and easy–to-use service at the foundation of your HCM solution For more information, or to request a demo, please call +1 (866) 768-6825 (US / Canada), +1 (352) 264-2800 (international) or visit www.sumtotalsystems.com Corporate Headquarters EMEA APAC SumTotal Systems, Inc. SumTotal Systems, UK SumTotal Systems India Pvt. Ltd. © 2011 SumTotal Systems, Inc. All rights reserved. SumTotal, and the SumTotal 2850 NW 43rd Street 59-60 Thames Street 7th Floor Maximus Towers logo, are registered trademarks or trademarks of SumTotal Systems, Inc. and/or Suite #200 Windsor, Berkshire Building 2B, Mind Space its affiliates in the United States and/or other countries. Other names may be Gainesville, FL 32606 USA United Kingdom, SL4 1TX Raheja IT Park, Cyberabad trademarks of their respective owners. 11_0729LS Tel: +1 352 264 2800 Phone: +44 (0) 1753 211 900 Hyderabad, AP- 500081, India Fax: +1 352 264 2801 Fax: +44 (0) 1753 211 901 Phone: +91 (0) 40 6695 0000 Fax: +91 (0) 40 2311 2727 www.sumtotalsystems.com Contact SumTotal Today at connect@sumtotalsystems.com