Introduction to Self-Scheduling

Not all jobs require full workflow scheduling (e.g. high volume tax jobs), but these jobs must still be planned and managed, especially in busy seasons.

Star's Self-Scheduling functionality enables relevant jobs to be flagged as available for Self-Scheduling. Staff are then responsible for the management of their own scheduled work.

  • Staff are assigned to Pools, and work then allocated either to individual Staff members or to Staff Types in a Pool.
  • Using the My Scheduled Work module - part of the StarPM suite of applications - Staff can manage schedules of the work already allocated to them, and update its status; allocate Pool work to themselves; return Pool work to the Pool if they cannot complete it for any reason.
  • Self-Scheduling enables firm-level feedback from Staff to Planners and Administrators, and vice-versa.
  • With fast-track Mini-Budgets, Staff requirements and target dates can be set and Schedules and Bookings automatically created in year one of a Job, with automation optimising job and schedule maintenance in subsequent years.
  • Job Rollover can auto-generate Job, Budget and Scheduling data, with no need for manual maintenance.
  • Administrators and planners have oversight of all Bookings in the system, using dynamic, editable Staff and Schedule Wallcharts in StarPM: Planners Wallcharts, and Review & Revise Wallcharts in Star Scheduling.