Help to plan your team’s work more efficiently with instant
visibility of all staff schedules using IRIS Staff Planning.
IRIS Staff Planning has been developed to complement the
IRIS
Practice Management suite for accountancy practices, but can
also be used on its own in any project-based organisation. It helps
you to maximise the value of staff time by optimising and
accounting for every minute.
Once a job is scheduled, the plan of work is automatically
transferred and updates the individual’s bookings screen with the
job details and time allocated. IRIS Staff Planning also includes
Microsoft Outlook email notification.
Key benefits
- On-screen view enables quick identification of
the correct person for the job
- Easy to use with simple ‘drag and drop’ job
allocation
- Updates directly into the individual’s bookings
screen and practice planner
- Provides a complete view of the entire
practice workload
- Jobs can be allocated for days, hours or even
minutes
- Budgets can be set against a job and time
allocated can be monitored and rolled forward to repeat the work
next quarter or year
- Includes reports and graphical views to help
analysis and improve efficiency
To assist in planning, filtering mechanisms can be used and
include staff categories, availability and location. This all helps
to speed up the process of job allocation.
Efficiency through full integration
Working with the single central IRIS database makes IRIS Staff
Planning even more efficient as it eliminates the need to
re-keying. This increases productivity and improves accuracy,
especially when used in conjunction with IRIS Practice
Management as it further complements the workflow and tracking
tools.
There are many other integration benefits. For example, use with
IRIS
Accounts Production will result in automatic notification to
the user when an accounts production job is ready for
processing.