Case Study: Credit Union

Nov 24, 2017
Case Study

bank employee scheduling system South Jordan

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 executed 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 started in 1982 and currently has 5 branches. It was originally founded for the associates 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 provide low rates and minimal fees to members-the main reason customers pick credit unions in the first place. With rising rates for marketing, computer systems, and qualified team members, Springfield knew it had to boost workforce efficiency to stay competitive.

Monumental Scheduling Challenges

The only change Springfield supervisors had made to their non-automated 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
  • Minimize overtime for full-time employees
  • Make sure part-timers stay within authorized hours
  • Provide the staff members with their requested schedules as often as possible
  • Expedite communication within all departments and branches
  • Keep track of which staff members 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 businesses in the area that compete for qualified employees)
  • Maintain compliance with federal, state, and local labor laws

Solution: WorkforceHub with TimeSimplicity

WorkforceHub fulfilled every item on their wish list and even provided benefits they had not expected. It delivers supervisors smart tools for simple, hassle-free scheduling and allows associates to take over many tasks previously done by managers.

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, supervisors would circulate shift change requests to the staff, and then re-circulate when options were proposed. Now, employees simply enter requests on the Virtual Trade Board. Managers can rapidly view, monitor and approve shift request changes online. Once a shift trade is authorized, TimeSimplicity automatically informs the appropriate staff members.

Compliance Conquered

With customized overtime notifications, managers are notified when part-time staff members 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 prescribed hours. In the case of a DOL audit, reports can be generated instantly from attendance data that was automatically captured and recorded.

Less Waiting for Members

Since adopting WorkforceHub, 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 WorkforceHub, call 888.223.3450.

Contact Swipeclock for information regarding WorkforceHub UPGRADE TODAY

Swipeclock offers WorkforceHub, the powerful, fully-integrated WorkforceHub that makes it easy to optimize the performance of your supervisors, employees, and organization.

WorkforceHub includes TimeWorksPlus, TimeSimplicity, and TimeWorks Mobile. 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.

We can get you up and running with WorkforceHub immediately. Contact us today to request a demo.

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