Workforce asset management book of knowledge

Foreword

Preface

Acknowledgments

Introduction

Unit I. Groundwork for Workforce Asset Management

Chapter 1. Introduction and Background

1.1. Workforce Asset Management: A Cross-Disciplinary Specialty

1.2. Increasing Business Need for Workforce Management Technology

1.3. Evolution of Workforce Asset Management Technology

Notes

Chapter 2. Principles of Workforce Asset Management

2.1. The A.C.T.I.V.E. Principles

2.2. Sustaining the WAM Strategic Vision

2.3. A New Model: Workforce Management Office

Unit II. The Framework for the Organization

Chapter 3. Changing the Organization

3.1. Developing the Business Case

3.2. Financial Planning and Return on Investment

3.3. Financing Workforce Asset Management Technology

3.4. Negotiation

Notes

Chapter 4. Impact of Organizational Readiness, Maturity, and Integrity on WFM Systems

4.1. Organizational Readiness and Keeping People Engaged

4.2. Workforce Management Maturity Curve

4.3. Benchmarking and Baselining Data

4.4. The Relevance of Workplace Integrity in System Operability

Notes

Unit III. Timekeeping

Chapter 5. Workforce Management Devices and Functionality

5.1. Timecard Functionality

5.2. Accrual Rules

5.3. Automated Workflow and Employee Self-Service

5.4. Data Collection: Who, Where, and When

5.5. Biometrics: Features and Functionality

5.6. Mobile Resource Management: Features and Functionality

Notes

Chapter 6. Federal Regulation

6.1. Fair Labor Standards Act

6.2. Defining the Legal Workweek

6.3. Changing the Workweek

6.4. Handling Multiple Rates of Pay for Hourly Workers

6.5. Definition of Hours Worked

6.6. Tracking Hours Worked

Notes

Chapter 7. State Regulation

7.1. State Wage and Hour Guidelines

7.2. Wage Orders

7.3. Definition of Overtime

7.4. Definition of Workweek and Workday

7.5. Frequency of Wage Payments

7.6. Meal Periods

7.7. Rest Period

7.8. Definition of Hours Worked

7.9. Tracking Hours Worked

Notes

Chapter 8. Compliance, Controls, Reporting, and Payroll Leakage

8.1. Designing Legally Defensible Systems and Policies

8.2. Managing Roles within Workforce Management Systems

8.3. Unique Aspects of Timekeeping Security and Control Configuration

8.4. Record-Keeping Regulations

8.5. Legal and Statistical Issues

8.6. SSAE 16, SOC2, ISO, and SOX

8.7. Integration with Reporting Structures and Business Systems

8.8. Fraud, Abuse, and Payroll Leakage

Notes

Chapter 9. Industry-Specific Workforce Management Business Needs

9.1. Regulations and Recommended Practices on Fitness for Duty and Fatigue Risk Mitigation

9.2. Healthcare Pay Practices

9.3. Retail and Restaurant Industry

9.4. Government Contracting

9.5. K-12 Education Industry

9.6. Managing a Global Workforce

Notes

Unit IV. Scheduling and Labor Management

Chapter 10. Scheduling Drivers and Design

10.1. Workload

10.2. Rules and Constraints

10.3. Workforce

10.4. Scheduling Process

10.5. Scheduling Software

10.6. Industry Specifics

Chapter 11. Scheduling, Attendance, and Leave-Categories and Configurations

11.1. Types of Employees

11.2. Three Types of Absences

11.3. Leave Management Policy

11.4. Human Resources Attendance Policy Fundamentals

11.5. Configuring Attendance Policy in Timekeeping and Scheduling

Notes

Chapter 12. New Scheduling Models for the Workforce

12.1. New Models for Scheduling Greater Work-Life Fit

12.2. Demand-Driven Labor Scheduling

12.3. Schedule Optimization: Positioning Time as a Resource at the Local Level

12.4. Workplace Flexibility Related to People with Complex Employment Situations

12.5. Scheduling as a Form of Compensation and Retention

Notes

Chapter 13. Scheduling in Highly Complex Industries and Areas

13.1. Managing Overtime: A Common Challenge in the Workplace, Especially in Healthcare

13.2. Manufacturing, Mining, and Energy

13.3. Education

13.4. Corrections and Law Enforcement

Notes

Unit V. Analytics, Data, and Integration

Chapter 14. Workforce Analytics

14.1. Setting the Stage for Analytics

14.2. Fundamentals of Data Analysis

14.3. Formal Modeling Approaches

14.4. Key Performance Indicators Used by WFM Systems

Notes

Chapter 15. Data Integration and Interfaces

15.1. Getting Data In and Out

15.2. General Practices

15.3. Interface Project Flow: Milestones

15.4. Primary Interfaces for Workforce Management Systems

15.5. Interface Timing

15.6. Obtaining, Transferring, and Delivering Data

15.7. Working Environments and Raw Data Archiving

15.8. Automation/Unattended Operation

Notes

Chapter 16. Data and Systems Management

16.1. Data Governance

16.2. Privacy and Security

16.3. Where Data Should Originate and What Data Should Be Shared

16.4. Environmental Issues: Architecture, Scalability, Performance, Portals, Disaster Planning, Virtual Machines, Cloud Computing, Hosted versus In-House

16.5. Managing Performance of a Growing Database

16.6. Data Migration Management

16.7. Guidelines for Data Storage/Retrieval: Archiving, Deleting, Backing Up, and Restoring

16.8. Resource Considerations for Data and System Management

Further Reading

Notes

Unit VI. Project Implementation and Support

Chapter 17. Project Management for Workforce Asset Management Implementation

17.1. Introduction to Project Management

17.2. Definition of a Project

17.3. Roles and Functions of a WAM Project Manager

17.4. Focus of Project Management: Time, Costs, Quality, and the Balance among the Three

17.5. Applied Methodology

Notes

Chapter 18. Requirements Gathering and Analysis for Workforce Asset Management

18.1. Business Analyst

18.2. Systems Analyst

18.3. What Can the Business Analyst Teach the WAM-Pro?

18.4. Documents of the Business Analyst

18.5. Business Analysis Processes for WFM Requirements and Solution Selection

18.6. Key Points

Notes

Chapter 19. Vendor and System Selection for Workforce Asset Management Systems

19.1. Review of the Overall Vendor Selection Process

19.2. Some Dos and Don'ts for Vendor Selection

Chapter 20. Design Reviews for New Methodology, Technology, and Processes

20.1. Design Review Models

20.2. System Mission Hierarchy

20.3. Types of Design Review

20.4. Role of the Design Workbook in Design Reviews

Chapter 21. Implementation of the Workforce Management System

21.1. Elements of Implementation

21.2. System Construction Subphase

21.3. Systems Delivery Subphase

21.4. Pitfalls of Implementation

21.5. Setting Up and Operating a Technology Help Desk

Chapter 22. Testing and Quality Assurance for Workforce Management Systems

22.1. Testing and Quality Assurance on WFM Systems before Release to Operations

Chapter 23. Sustaining the Desired Future State and Training for Successful Workforce Asset Management

23.1. Managing System Usability

23.2. Workforce Management Technology Training

Glossary

About the Editor

About the Contributors

Index