QServ Workforce Management System

For users of the current QServ Labor Management System the table below highlights some of the important new or improved features included in the QServ Workforce Managment System.

Category	Feature	QServ Labor Management System (2008)	QServ Workforce Management System (2016)
General
General	Database Engine QServ WFM is compatible with current versions of SQL Server Express, SQL Server and SQL Azure as of 1/1/2019. QServ Enterprise Manager, QServ Web and QServ clock are compatible with SQL Server 2000, a database engine which is no longer supported by Microsoft.	SQL Server 2000	SQL Server Express SQL Server SQL Azure
	Components With QServ WFM the functionality of QServ Web and QServ Enterprise Manager are consolidated into a single application, simplifying the user experience for system administrators.	QServ Web	QServ Workforce Manager (WFM) Application
		QServ Clock	QServ WFM Clock
		QServ Enterprise Manager	No
	In-House Database Server Both QServ Labor Management System and QServ Workforce Manager are available for installation on in-house servers.	*Yes*	*Yes*
	Cloud Database Server Now available as a cloud based application on the Microsoft Azure Platform.	No	*Yes*
	Windows 8 and Windows 10 QServ WFM is fully supported for use on computers with the Microsoft Windows 8 and 10 operating systems. Windows 8/10 support for QServ Web and QServ EM is not provided for under existing maintenance agreements.	No	*Yes*
	Smart Phone/Tablet Access Smart phone/tablet access to reports showing floor coverage, associate availability, schedules and time sheets mean that managers and associates can view information any place/any time.	No	*Yes*
Organization Tree
Organization Tree	Financial and Operational Views of the Organization Tree Two views of the organization tree are supported throughout the system. The "Normal" view matches the financial reporting hierarchy of the company. The "Operational" or "Adjacency" view matches the operational configuration of stores and provides for more efficient and effective scheduling of resources.	*Yes*	*Yes*
	Organization Reassignment Historical data for closed or merged locations preserved using complicated organization reassignment form. Initializing sales history to support forecasting for new locations requires special sales history extract, conversion processing followed by one-time import into the QServ database.	*Yes*	NO
	Enhanced Paste Function When setting up a new location using the "Copy" and "Paste" functions, in addition to adding the location and all sub-areas to the organization tree, the system also replicates the adjacency group structure and creates the merchandise cross reference.	NO	*Yes*
	"Paste Special" Copy and "Paste Special" options replace Organization Reassignment. Paste Special optional can be used to create sales history, to support forecasting, and base schedules for the new location with simple paste operations. When pasting base schedules QServ automatically creates open positions that can be used during the hiring process.	NO	*Yes*
	Enhanced Paste Function When setting up a new location using the "Copy" and "Paste" functions, in addition to adding the location and all sub-areas to the organization tree, the system also replicates the adjacency group structure and creates the merchandise cross reference.	NO	*Yes*
	Drag and Drop Drag and drop to move a node of the organization tree to a different parent.	NO	*Yes*
	Enhanced Organization Settings Grid The Organization Settings grid is now rendered as treeview grid simplifying navigation.	NO	*Yes*
	Organizations Settings Check The Organization Settings Check analyzes the current properties of nodes on the organization tree for inconsistencies. For example, if the merchandise cross reference directs sales to a node on the organization tree that has sub-areas then an exception would be identified and the QServ administrator can correct the error.	NO	*Yes*
Associate Profile
Associate Profile	Customizable Associate Profile Customizable default associate profile controlling field visibility and access.	NO	*Yes*
	Add OPEN Position Function Toolbar button allows automatic creation of OPEN positions using a consistent naming convention that includes the area assignment and schedule class.	NO	*Yes*
	Field Level Access Permissions Administrators can set field level permissions (hide, view or view/modify) by user group to further refine what associate information specific user groups can view/modify. This eliminates the need for custom programming to hide or make visible specific fields in the associate profile.	NO	*Yes*
	Employment Status The employment status history table tracks past and future status changes. The employment status table, in conjunction with planning tools is used to synchronize associate staffing with plan hours by week. For example open positions with an employment status of Inactive can be added to the employee roster. When future staffing plans call for additional capacity the open positions can be changed to active and provide a basis for hiring new associates.	NO	*Yes*
Report View
Report View	Popup Menu Access Popup menu access to Time Card and Associate Profile forms from selected reports.	*Yes*	*Yes*
	Enhanced Popup Menu Access Enhanced popup menu access to Associate Profile, Availability, Qualifications, Time Off Requests, Time Card and User Setup forms for all reports that include associate number.	NO	*Yes*
	Improved Report Readability Enhanced use of colors and fonts improves the readability of reports.	NO	*Yes*
	Enhanced Graph Facility Enhanced graph facility allows series selection, display of statistics and copy function. Mouse wheel enavled.	NO	*Yes*
	Single Click Expand/Collapse and Mouse Wheel Scrolling New toolbar button expands/collapses all treeview nodes one level simplifying navigation.	NO	*Yes*
	Report Cancel Button User can cancel report request when the wrong organization scope or time period has been accidentally selected resulting in a long running report query.	NO	*Yes*
	Meal/Break Compliance Reports New Meal/Break compliance reports show missed meals, late meals and short meals.	NO	*Yes*
	Traffic Pattern Reports Traffic patterns used during the calculation of ideal staffing requirements and derived from POS and customer count information. New reports present the smoothed traffic patterns and forecast sales by quarter hour that drive the calculation of ideal staffing requirements.	NO	*Yes*
	Customer Count Reports If customer count information is available (e.g., ShopperTrak), several new reports provide comparisons of customer traffic versus scheduled and actual staffing at the detail and summary level. Detail reports show actual and scheduled staffing versus customer arrivals by quarter hour, while summary reports provide key metrics, including customer arrival rate versus staffing, at various levels of the organization tree.	NO	*Yes*
	Improved Help for Report Selection Popup tooltips provide summary description of each available report.	NO	*Yes*
	Customer Billing Reports The QServ WFM Clock with department transfer and comment functions enabled can produce reports suitable for preparation of customer invoices for professional services.	NO	*Yes*
Schedule Grid View
Schedule Grid View	Lock Schedules Function Lock schedules function to block edits and ensure integrity of attendance and tardiness reporting.	NO	*Yes*
	Shift Edit Undo Toolbar UNDO button reverses individual shift edits.	NO	*Yes*
	New Options for Limiting In-Store Schedule Edits New user permission options provide greater control over in-store schedule edits. Users 1. Block addition/deletion of shifts. 2. Block changes to the timing of shifts	NO	*Yes*
	Insert Shifts from Drop Down Menu New drop down menu allows users to insert shifts by selecting either Open, Mid-Day or Close shifts of various shift lengths with meals and breaks automatically added to minimize the impact on coverage.	NO	*Yes*
	Find and Replace Shift Times Find and replace shift times function vastly simplifies maintenance of manual schedules and modification of system generated schedules.	NO	*Yes*
	"Save As" "Save As" option allows current schedules to be saved for multiple selected weeks or for multiple base rotations, vastly simplifying schedule maintenance for organizations that elect not to use the QServ dynamic scheduler.	NO	*Yes*
	Enhanced Meal/Break Scheduling Automatic meal/break scheduling when manually adding shifts minimizes impact on coverage while satisfying rules for minimum and maximum time between relief periods.	NO	*Yes*
	Automatic Relief Period Adjustment Automatic adjustment of relief periods for base schedules when meal and break rules change.	NO	*Yes*
	Full Overtime Calculation New hours calculation procedure provides real time overtime calculations while editing schedules. Users no longer have to save schedule edits to see the full schedule cost.	NO	*Yes*
	Coverage Comparison Graph Provides increased resolution (quarter hour) at all zoom levels for comparison of ideal (target) coverage and scheduled coverage.	NO	*Yes*
	Plan Modifications from Schedule Edit View Plan hours, cost and forecasts modifiable by qualified users directly from schedule grid/chart view.	NO	*Yes*
	Operational Settings Modifiable from Grid View Store hours, events and recovery rules modifiable by qualified users directly from schedule Grid/Chart view.	NO	*Yes*
	Add User from Roster Qualified users can add a new QServ user from the associate roster pop-menu.	NO	*Yes*
	Open-Mid-Close Coverage Optional open, mid-day and close coverage at bottom of schedule Grid/Chart views.	*Yes*	*Yes*
	Daily Percent of Hours Optional display of daily scheduled hours as percent of total week hours.	*Yes*	*Yes*
	Font Selection Optional user selection of font name, font size and color scheme.	NO	*Yes*
Event Calendar
Event Calendar	Copy Events to Next Year Copy current year's events into next year's event calendar with a single click.	NO	*Yes*
	Add Holidays Function The add holidays function can be used to automatically add Federal and state holidays to the event calendar.	NO	*Yes*
	Additional Holiday Properties New holiday properties that determine holiday paid time off and holiday overtime requirements.	NO	*Yes*
Forecast Engine
Forecast Engine	New Forecast Calculator Option to coerce forecast result to match user specified trend percent. With the current system, or with this option turned off in the new system, the forecast result may differ from the user specified trend percent if the event mix differs from last year to this year for the forecast period.	NO	*Yes*
Forecast Engine	New Forecasting Methods New forecasting methods based on average day of week sales for prior month, quarter, season or year. Useful when creating base schedules for new locations or the next season.	NO	*Yes*
Ideal (Target) Staffing Engine
Ideal (Target) Staffing Engine	New Ideal Staffing Calculator New ideal staffing calculator provides improved synchronization of ideal staffing hours by day with plan staffing hours by day.	NO	*Yes*
Scheduling Engine
Scheduling Engine	Dynamic vs Base Scheduling New organization tree property to allow selection of system generated schedules or base schedules only by scheduling area.	NO	*Yes*
Scheduling Engine	Improvements to Scheduling Engine Revisions to the scheduling engine provide for improved schedule quality.	NO	*Yes*
Imports
Imports	Fixed Format Flat Files Flat files, fixed format with fixed field lengths, non-standard exports require custom programming.	*Yes*	NO
	User Definable CSV Files CSV import files with user definable formats using database views.	NO	*Yes*
	Customer Counts	*Yes*	*Yes*
	Associate Profiles	*Yes*	*Yes*
	Associate Qualifications	NO	*Yes*
	Hours - Actual	NO	*Yes*
	Hours - Scheduled	NO	*Yes*
	Organization Tree	NO	*Yes*
	Plans	NO	*Yes*
	POS Transaction Counts	*Yes*	*Yes*
	Sales Cross Reference	*Yes*	*Yes*
	Sales Forecast	NO	*Yes*
	Sales History	*Yes*	*Yes*
	Time Records - Actual	*Yes*	*Yes*
	Time Records - Scheduled	NO	*Yes*
Exports
Exports	Fixed Format Flat Files Flat files, fixed format with fixed field lengths, non-standard exports require custom programming.	*Yes*	NO
	User Definable CSV Files CSV files with user definable formats using database views. Scope of data exported can be qualified by organization tree selection and date range. Date range selection can be absolute (e.g., March 2012) or relative (e.g., Prior Week).	NO	*Yes*
	Customer Counts	NO	*Yes*
	Associate Profiles	NO	*Yes*
	Associate Qualifications	NO	*Yes*
	Hours - Actual	NO	*Yes*
	Hours - Scheduled	NO	*Yes*
	Organization Tree	NO	*Yes*
	Payroll Records	*Yes*	*Yes*
	Plans	NO	*Yes*
	POS Transaction Counts	NO	*Yes*
	Sales Cross Reference	NO	*Yes*
	Sales Forecast	NO	*Yes*
	Sales History	NO	*Yes*
	Time Records - Actual	NO	*Yes*
	Time Records - Scheduled	NO	*Yes*
Time Clock
	Clock-In/Clock-Out To Any Node On Organization Branch Assigned to Clock User selects from "Recent List" or treeview of organization branch assigned to clock.	NO	*Yes*
	Department Transfer User selects from "Recent List" or treeview of organization branch assigned to clock.	NO	*Yes*
	View Schedule with Daily Hours and Week to Date Hours	NO	*Yes*
	View Time Sheet with Daily Hours and Week to Date Hours	NO	*Yes*
	Multiple Named Button Configurations A named button configuration can be assigned to a specific clock so it matches the requirements and capabilities associated with where it is installed. (e.g., HQ , Stores).	NO	*Yes*
	Optional Authentication Step Time clock configuration includes an optional authentication question when associates enter their clock id or associate number. The authentication question is selected randomly from a simple set of questions and reduces errors and entry of time records by other associates.	NO	*Yes*
	Associate Time Sheet Approval Associates are prompted at the time clock to approve time records for the preceding week before clocking in. An image of the clock display is captured and stored in the database for audit and research purposes.	NO	*Yes*
	Add Comment The "Add Comment" button allows entry of free format text message to be associated with a clock in. Messages can also be added by double clicking an in time shown on the time sheet view at a later time.	NO	*Yes*
	Time Off Request The "Time Off" button allows associates to submit pending time off requests for subsequent supervisor approval.	NO	*Yes*
Payroll
Payroll	One Click Time Record Release Release and lock time records for payroll processing for selected areas (including total company) with a single click.	NO	*Yes*
	Enhanced Hours Calculation Procedure Hours calculation performed as database stored procedure ensuring that punch edits and hours edits are rolled back if final payroll export is started or payroll records are released while users are performing edits.	NO	*Yes*
	User Defined Employment Status Codes Complete flexibility to define as many employment status codes as required. Status code properties include: available for scheduling, available for base schedule entry and time clock punches allowed.	NO	*Yes*
	Overtime Rules Use State/Organization Tree Locations Inherit state rules with option to set specific rules by organization node thereby reducing the requirement for setting up multiple associate pay groups. (Note: Existing pay group rules continue to work.)	NO	*Yes*
	Meal/Break Rules Use State/Organization Tree Locations Inherit state rules with option to set specific rules by organization node thereby reducing the requirement for setting up multiple associate pay groups. (Note: Existing pay group rules continue to work.)	NO	*Yes*
	Holiday Pay Rules Use State/Organization Tree Locations Inherit state rules with option to set specific rules by organization node thereby reducing the requirement for setting up multiple associate pay groups. (Note: Existing pay group rules continue to work.)	NO	*Yes*
	State Rules - Maximum Work Period Maximum allowable work period without a relief period.	NO	*Yes*
	State Rules - Minimum Relief Period Duration of minimum relief period.	NO	*Yes*

What's New?

Sql Server Express.
Sql Server.
Azure Sql.
Available in the Cloud.
Windows 8/10 Compatibility.
Smartphone/Tablet Access
Single user interface that combines the functionality of QServWeb and QServ Enterprise Manager.
User configurable Imports/Exports in CSV format with many new data options.
Upgraded Time Clock with optional mandatory associate time sheet approval, optional entry of comments and time off requests, improved department transfer funtion and many more features.
Enhanced Report View with additional reports, faster response, one click navigation, improved graph features and expanded popup menu access to employee information while viewing reports.
Customizable employee profile with data item access permissions set by user group.
Multi-view organization tree supports organization selection and report views by financial or operational heirarchy.
Enhanced payroll rule setup with selection by state and organization tree.
Upgraded Schedule edit view including "Save As","Find and Replace", "Insert Shift Pop Up" and "Shift Level Undo" functions, enhanced graphical comparison of ideal and scheduled coverage by quarter hour and many other new features.
New and improved forecasting facility.