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.