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What's New With the 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

 

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


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.
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