More organisations than ever are looking to migrate to WFM Software.
This means switching from spreadsheets to modern, smart technology to manage their employees.
By automating and improving on procedures that were previously completed via spreadsheets, this technology saves your company time and money.
With the COVID-19 epidemic meaning more employees are working remotely, WFM software has become a lifesaver in tracking workers hours, wherever they are.
Sounds like a dream, right?
It is if you’re looking for automation of everyday HR and management tasks.
However, making the switch from spreadsheets to a modern WFM software solution is not something to take lightly.
Everything from data transfers to keeping productivity going needs to be considered.
How to migrate to WFM Software?
This is why we’re giving you our top migration tips:
1) Select WFM software or a company that can assist you with spreadsheet imports.
When migrating, the first thing you’ll want to do is make sure you and your team are not wasting hours with manual data input.
Choose a WFM software solution or company that allows you to upload data from WFM Excel files or does it for you.
Yes, formatting spreadsheets for upload requires some effort. But it is much better than manually entering data rows from scratch.
2) Choose a system that offers excellent onboarding services.
Any WFM software company that values its clients will assign a customer support member to assist you with the transition away from manual tasks.
This dedicated professional should know your business, how their system can help you. But most importantly, how to get the most from the software from day one.
3) Concentrate on the vital tasks first–
When transitioning to a new system, it’s normal to want everything done right away.
The more useful method is to prioritise tasks and migrate these processes first.
For instance, if schedules change daily and you need to ensure your rotas are up-to-date is priority number one. Import employee data and start scheduling.
If it’s more about tracking hours for payroll, then the set-up of clocking terminals, employee numbers and web access for management is the first thing you’ll do.
It’s easy to want to do everything at once, but this can leave gaps in your business’s day-to-day operations.
4) Define top-tasks within the software
One of the main ways a WFM system can help you is to remind you of any important tasks.
Ensuring tasks such as right to work documentation, certificates or licences don’t expire is essential when transitioning from traditional methods to automated systems.
If your chosen WFM system includes HR functionality, this can easily be added – and alerts set to remind you of any upcoming expiries.
What to do next:
Hopefully, these pointers for moving from manual methods to a smart WFM software solution can make the transition a little easier.
The key to success is to choose a solution that can fulfil your business needs without hassle. Then you can migrate to a modern WFM Software Solution and never look back.
Ready to start your WFM journey?
WFM by Chronologic is an all-in-one workforce management solution designed to help save you time, money, and resources.
Want to read more about WFM implementation? Check out our article: Successfully implementing a workforce management system.
To book a demo – click here.