Branch Scheduling

Advanced employee scheduling trusted by banks and credit unions across the country to schedule tellers, customer or member service representatives, branch specialists, and more.

All StaffPro Modules to improve branch operations, including Acquisition Support, are standard with Branch Scheduling at no additional cost.

StaffPro automates the difficult task of scheduling float staff. With eight configurable scoring criteria, StaffPro evaluates and matches the best fit employee(s) to fulfill each request. A dedicated page for float managers lets them quickly see overall pool schedules, reassign staff and manage request details.

Optional Forecasted Float happens immediately after automated scheduling finishes. It ranks all branches according to need and assigns specifically designated float employees that can best meet that need. If the employee is already scheduled at another branch, StaffPro only makes the assignment if there is a net benefit to the organization.

One recent innovation to improve branch profitability is to share expensive specialists such as Managers, Financial Advisors, Commercial or Mortgage loan officers, Small Business Advisors, Trust, etc.; across groups of branches. StaffPro's float feature can be configured to help schedule, coordinate, manage and see shared resources across branch clusters and the Enterprise.

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Forecasting & Trend Analysis

Forecasting & Trend Analysis form the foundation that allows StaffPro to generate a demand-based schedule for your branch network. As StaffPro imports transaction data, it applies weights by type of transaction to create a weighted transaction count. The weighted mix, along with other information such as the volume of cash handled, is used by the forecasting formulas to create an accurate picture of staff requirements for each branch. Rolling short term (3 month) trend analysis works to smooth the forecast, while a rolling long term (12 month) analysis finds recurring peak days, trends, and seasonalities.

In addition, StaffPro lets you define multiple formulas to handle operational differences or markets that are so different they cannot be fairly compared together. For example, some branches may have teller cash automation devices while others are manual. Customers in large urban centers have different service expectations than customers in rural areas, so different formulas mean StaffPro can forecast to the service level needed for each environment.


Generate "best-fit" weekly branch schedules with StaffPro's sophisticated workforce optimization engine. Automatically created schedules will be as close as possible to the forecasted demand while adhering to the organization's business rules on things like lunches and breaks, shift patterns, employee availability, and employee minimum/maximum total weekly hours.

Managing PTO & Time Off can be hard. StaffPro makes it easier. Approved PTO can be imported into StaffPro on an automated basis from HR or Payroll systems such as ADP, UltiPro, or Workforce. Time Off can also be scheduled directly from StaffPro's Schedule page and even exported out to other systems or products. (All interfaces included in subscription)

StaffPro's customizable charts, graphs, and tables allow managers to see key performance indicators (KPI) at all levels of the organization. Dashboards dynamically adapt what information is shown based on what organization level is selected, giving managers the key metrics that make the most sense at that particular level. From a birds-eye-view of the entire institution, to regions or areas, and even down to individual employees, make sure your managers and operations team has the best data when they need it.

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With over 40 standard reports relating to branch staff and operations, StaffPro gives banks and credit unions the solid informational foundation they need to best manage their branches, departments, and employees.

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Ready to see how StaffPro can help your bank or credit union save money and improve productivity?

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