Today’s case study explains how TimeSimplicity can help a typical small credit union maintain quality customer service while controlling operating expenses through expedited credit union employee scheduling.
Even though an increasing number of routine banking transactions are handled online without the help of a human bank teller, it is vital for small not-for-profit financial service providers to deliver the type of customer service that can only be experienced at a small, locally-based organization.
Our example organization is Springfield Community Credit Union. It was launched in 1982 and currently has 5 branches. It was originally founded for the staff members of a state university but now has a diverse (and steadily increasing) membership that reflects the demographics of the area.
Since credit unions are not-for-profit, they must control their cost of labor in order to deliver low rates and minimal fees to members-the main reason customers select credit unions in the first place. With rising expenses for marketing, computer systems, and qualified employees, Springfield knew it had to boost workforce efficiency to stay competitive.
Formidable Scheduling Challenges
The only change Springfield supervisors had made to their ineffective employee scheduling system was moving it from paper to Excel spreadsheets fifteen years ago. At that time, there were only two branches and scheduling was far less complicated. When Springfield opened its fifth branch, staff scheduling issues were consuming a big chunk of administrative time. The branch managers knew they needed to automate their scheduling to maintain productivity, improve waning staff morale, and retain their members.
They had an extensive “wish list” for the capabilities of an ideal Workforce Management System:
Staff each branch adequately for all shifts.
Integrate with their payroll system.
Limit overtime for full-time employees.
Make sure part-timers stay within authorized hours.
Provide the team members with their requested schedules as often as possible.
Improve communication within all departments and branches.
Keep track of which associates are cross-trained for multiple positions.
Minimize the need for hiring additional staff by strategically scheduling employees who can work at multiple branches.
Retain their highly skilled IT staff. (There are many large tech firms in the area that compete for qualified employees.)
Maintain compliance with federal, state, and local labor laws.
Solution: Workforce Management Suite with TimeSimplicity
Workforce Management Suite fulfilled every item on their wish list and even delivered benefits they had not expected. It delivers supervisors smart tools for uncomplicated, hassle-free scheduling and empowers staff members to take over many tasks previously done by supervisors.
Create Schedules in Minutes
With TimeSimplicity, branch managers create standard schedule templates. With the standard schedule in place, they can drag and drop to adapt to changing conditions. Employee job codes let them see at a glance which employees are cross-trained for multiple positions.
Accommodate Employees
Springfield has been able to accommodate their associates’ requested schedules with the TimeSimplicity Virtual Trade Board. Previously, managers would circulate shift change requests to the staff, and then re-circulate when options were proposed. Now, team members simply place requests on the Virtual Trade Board. Managers can rapidly view, monitor and authorize shift request changes online. Once a shift trade is confirmed, TimeSimplicity automatically notifies the appropriate employees.
Compliance Conquered
With customized overtime alerts, managers are notified when part-time associates are approaching full-time hours, and full-timers are approaching overtime. They don’t need to be continuously monitoring time cards to keep staff members working within the authorized hours. In the case of a DOL audit, reports can be created instantly from attendance data that was automatically captured and recorded.
Less Waiting for Members
Since adopting Workforce Management Suite, Springfield teller and phone customer wait times have decreased significantly, the admin staff is much more productive, and employee loyalty has improved.
For a demo of Workforce Management Suite, call 800-275-2249.
UPGRADE TODAY
CBIZ Time Solutions offers WorkforceHUB, the unified Human Resources portal that makes it easy to optimize the performance of your managers, employees, and business.
WorkforceHUB includes TimeWorksPlus, TimeSimplicity, and TimeWorks Mobile. We’ve just added onboarding, benefits enrollment, performance reviews, and employee engagement! WorkforceHUB is created for busy employers like you who need to streamline scheduling, automate time and attendance tracking, maintain regulatory compliance, and lessen labor costs.
How much can you save? Check our CBIZ Time Solutions ROI Calculator.
We can get you up and running with Workforce Management Suite in minutes. Contact us today to schedule a demo.
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