StaffPro Resource Management Product Overview

StaffPro® optimizes branch staff productivity, improves scheduling and reduces expenses. Click here to see what's new!

StaffPro is a browser-based staffing and resource management system designed to create optimized schedules for teller staffing or universal branch staffing. It significantly improves the cost efficiency of branch staff resources, and provides greater access to information throughout the organization.

StaffPro® works by providing critical capabilities in a closely integrated system.

Forecasting - Forecast staff schedule requirements by hour and day of the week for multiple services (teller, platform, loans, etc.) StaffPro uses formulas that capture and express your knowledge and experience of your operation. Forecasting is based on a combination of transaction volumes and work preferences at the service and employee levels. StaffPro forecasts from weighted transaction volumes, and optionally including the volume of cash handled.

Scheduling - Branch schedule tools allow management to allocate staff resources exactly when and where they are needed, based on predictive requirements by hour and day of the week. Teller staff, customer service, universal staff can all be scheduled and forecast. New Baseline profiles are calculated monthly to generate the System schedule. Users create a Model schedule to serve as a template, then work with weekly Calendar schedules that are maintained a year in the past and up to a year in the future.

Universal branch staff scheduling and forecasting

Instant staff utilization chart

Tiered Performance Measurement - Tiered Performance Measurement (TPM) is designed to produce a quantitive score to measure teller and other staff performance. View a teller/staff's performance over time as well as ranking across the area, region or the entire bank. Tiered Performance Measurement scores are normalized in order that staff across an institution can be fairly compared between full-time and part-time staff or small and large branches. A history is maintained so that supervisors can easily view an employee's performance over time.

Cash Management - The new Cash Management and Ordering features track cash by denomination. Branches can define recurring schedules and adjustments for cash orders. StaffPro calculates an overall target for branch cash levels, forecasts requirments by denomination, then creates an order with recommended buy or sell amounts. StaffPro includes hooks to interface with armored car services to submit the orders electronically.

Cash Management and Ordering

Trend Analysis - Trend Analysis projects changes in transaction volume for specific future periods based on multiple trends, such as, day of the month, peak days or weeks, seasonal periods, etc. The trends are used to adjust the projected staffing requirements for any given date.

Enterprise Reporting - An Enterprise reporting and security module that serves as the reporting engine for StaffPro, but can produce, distribute and manage report requirements across all departments and applications. Reports are genenerated by you whenever you need them, and allow you to adjust the criteria for the report over time periods, locations, employees and departments.

Improved, redesigned reports

Together these features deliver up-to-date awareness of current staff productivity to those responsible for it, and provide the tools to let them optimize it.

Why StaffPro?

StaffPro allows you to reduce cost through reduction or reallocation of staff. The numbers are retrieived from your existing transactions over a period of time. The implementation is simple, fast and the ongoing maintenance effort is minimal. The resulting schedules and reports offer an accurate picture of what is really going on at each site without transaction timings, work process studies or constant input of staff activity.

These features deliver up-to-date awareness of current branch staff productivity to those responsible for it, and provide the tools to let them optimize it. StaffPro is designed to fit easily into your existing operational and IT environment, using existing personnel and assets.

With StaffPro there is no longer any argument about what the optimal staffing levels should be. Because StaffPro shows both what is happening and what should be done, and provides tools to help achieve it.

StaffPro offers forecasting, scheduling, reporting and performance measurement across multiple services including teller, platform and loan.