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StaffPro® optimizes branch staff, improves teller scheduling and reduces expenses.

StaffPro is a browser-based staffing and service management system designed to optimize staff schedules, significantly improve the cost efficiency of branch staffing resources, and provide greater access to information throughout the organization.

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

Forecasting - Produce staff projections from weighted transaction volumes using formulas that capture and express your operation. Forecasting is based on your branches transaction volumes in specific time frames for each branch. StaffPro is different from other staffing management systems by forecasting from weighted transaction volumes using formulas that you adjust to capture and express your knowledge and experience of your operation.

Scheduling - Scheduling tools that allows management to allocate staff resources exactly when and where they are needed, based on predictive requirements by hour and day of the week. New Baseline profiles are generated monthly and are based on the prior three months activity. Schedules are maintained based on the needs of the institution, can be scheduled out into the future, and will reflect changes that may be needed based on a new baseline or Trend anaylsis.

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.

Tiered Performance Measurement - Tiered Performance Measurement 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.

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.

New in Version 3

  • Expanded Calendar scheduling manages and saves weekly schedules. Detailed weekly work schedules for specific calendar weeks are created with the ability to schedule into the future. This complements the Model and System schedules that have always been a part of StaffPro.
  • Improved forecasting using comprehensive formulas that analyze outstanding trends throughout the year and then apply these projections to the forecasted schedule.
  • Comprehensive administrative functions give the financial institution the flexibilty to manage the system and staffing functions themselves. This ability allows the institution to control among many things, security access, new report creation or changes, definition of specific periods that affect the schedule, services, and much more.

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.



Remember

StaffPro's features:

  • Quantify performance data
  • Identify top performing staff and branches
  • Increase performance and reduce turnover through a performance measurement system
  • Access detailed online reports that are delivered to any authorized user, anytime or anyplace
  • Forecast work schedules for full-time, part-time, float personnel and other branch staff based on transaction history.
  • Trends are identified and applied to schedules

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


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