Manage Vacations Days-off and Bank Holidays

Bank holidays, annual leave, and days-off at short notice - all of these things could have an impact on your resource and project planning. The best way to allocate your resources effectively is to have all the information in one place. Employees can request annual leave and time-off, and if approved this will automatically be recorded and shown in the same view as allocations and bookings.

• Annual leave requests
• Easy filtering and ability to review all annual leave requests
• Annual leave request management(edit, cancel, approve, reject)
• Ability to cancel unapproved requests for annual leave
• Annual leave approval alerts
• Automated email notifications based on approval workflow

My Space (my profile, my allocations, my annual leave)

The best way to increase the productivity of your employees is to give them clear and achievable short-term targets. My Space is the place where employees can view their allocations across multiple projects as well as annual leave and bank holidays so they can clearly see what is expected from them from future projects.

Resource Management

To manage your resource allocation efficiently you need access to real time information on your resource pool. People are more than just a name and number; with ResourceFlex you can view their profile, contact details, employment information and most relevant of all, a detailed skill set definition which ranks each of their skills. This allows you to allocate the right resource to the right project

• Employees
  • Create and update employee information
  • Manage and list all employee information
  • Search and filter resources by name, skills and department
  • Employee information is automatically updated in the employees profile
• Skills, Frameworks and Rating/Level
  • Create and update employee information
  • Manage and list all employee information
  • Search and filter resources by name, skills and department
  • Employee information is automatically updated in the employees profile
• Configuration of Certificates
• Employees
  • Define and update employment information
  • Manage and list all employee information
• Contracts
  • Define and update employment information
  • Manage and list all employee information

Segments, Clients and Projects

The Configuration of projects is a ‘must’ feature for every resource allocation tool, but we go the extra mile. ResourceFlex allows you ResourceFlex allows you to track you projects by client and by segment. Grouping projects by client and by segment also gives you a clear foresight into how your resource is being utilised when you running reports in the reporting module. There is also a colour-coding feature at project level that will help you to easily identify resource allocations across different projects. A project manager who is assigned to any given project is accountable for that project’s resource allocations. This means that you don’t need to have one resource manager to take care of all allocations, instead this functionality is decentralized across assigned project managers.

• Customers
  • Creating customer contact records
  • Archiving inactive customer records
  • Listing and managing all customer records
• Regions (markets or segments)
  • Define client segmentation for more effective grouping and reporting of customers
  • Listing and management of all segments
• Projects
  • Allocating a project Manager per project
  • Colour code projects
  • Listing and managing projects

Reporting

When managing resource allocation and planning, there are several questions that need to be answered: “do I have resources that are not being utilised?”, “do I have any resources that are over-allocated?”, “how much allocation is planned for any given project, client or segment?” and “what is the ratio of technology or resource being utilised at any one time?”… Our reporting module provides detailed and accurate analytics on all of your resource projects.

• Resource pool utilisation
  • Resource
  • Team
  • Project
  • Client
• Total days-off
  • Resource
  • Team
  • Project
  • Client

Security

ResourceFlex uses state of the art secure routines and functionalities to ensure that your data is completely private and protected.

• Role/permission based access
• Configurable roles and permission sets per role
• Secure multi-tenancy solution
• Data encryption
• Sandbox backup
• Data archiving