Software VisualrotaX

VisualrotaX: Effortless Shift Pattern Management

VisualrotaX is a powerful software solution designed to create and manage efficient shift patterns. Built within Excel, it is packed with user-friendly features that make running your shift pattern effortless.

Key Features:

  • Quick Creation and Upload Options: Easily design new shift patterns or upload pre-existing patterns directly from our Shift Pattern Book.
  • Automatic Alerts: Days where staffing levels fail to meet workload requirements are highlighted for immediate attention.
  • Individual Calendars: Automatically generated calendars for each staff member, detailing:
    • Work schedules (start and finish times).
    • Absences due to sickness or holidays.
    • Remaining holiday allowances.
    • Total hours scheduled per individual.
  • Operational Insights: Gain visibility into staffing levels each day, segmented by skill, as well as aggregated sickness and holiday totals for both individuals and the team.

With VisualrotaX, shift patterns are straightforward to set up and adapt. Its intuitive design enables you to meet workload requirements efficiently, whether managing holidays, absences, or changing schedules.

Effortlessly tailor shift patterns while ensuring operational requirements and individual needs are met, all in one streamlined system.

On-line Shift Scheduling Course

If your organization operates on shifts, then VisualrotaX is the tool you need. As part of our course subscription, you’ll receive:

  • A copy of VisualrotaX Software: Designed to streamline shift management.
  • Detailed Video Tutorials: Step-by-step guidance on using the software effectively.
  • Shift Pattern Examples: Practical templates to help you kick-start your operation.

VisualrotaX is not just a tool—it’s a comprehensive solution that simplifies shift pattern management and equips you to optimize workforce efficiency effortlessly.

The included copy is for up to 25 employees and includes basic functions for designing and managing the shift pattern. Additional options are available including the individual calendars and for additional personnel. If you would like a copy please contact us directly on +44 (0)1636 816 466 or email us at alec@visualrota.co.uk

VisualrotaX: Seamlessly Integrating with Time and Attendance Systems

VisualrotaX often works in tandem with our clients’ time and attendance and payroll systems, complementing their functionality and addressing different needs within the organisation. While each system serves distinct purposes, VisualrotaX adds value by simplifying shift pattern management.

For clients utilizing time and attendance software, VisualrotaX offers mass data extraction capabilities. This allows organisations to efficiently transfer shift pattern data into their existing systems, ensuring effortless integration and improved operational processes.

VisualrotaX is the perfect partner for enhancing workforce management while maintaining compatibility with other critical systems.

VisualrotaX: A Comprehensive Solution for Shift Pattern Management

The primary use of VisualrotaX is to construct the annual shift pattern in advance. Its intuitive design and robust monitoring of staffing levels make this process effortless. By utilising VisualrotaX, organisations can create shift patterns that precisely align with their workload—whether it’s consistent (flat) or variable across days, weeks, or the entire year.

Once the annual shift pattern is established, VisualrotaX transitions into the critical role of ongoing management. Designed for direct line managers and team supervisors, it offers tools to update the shift schedule in real time. Managers can monitor operational resources, ensuring holidays and absences are effectively covered. VisualrotaX provides live updates as changes are reported, empowering management teams to make swift, informed decisions about operations.

VisualrotaX optimises every aspect of shift pattern creation and management, delivering a solution that adapts to the dynamic needs of the workforce and organisation.

Shift Pattern in VisualrotaX
Holidays and Absences

CDT: Specialists in Shift Pattern Design

CDT is a global leader in creating effective and efficient staff shift patterns. Since our founding in 1996, we’ve been dedicated to helping companies optimise their workforce resources while meeting both operational demands and employee needs.

Our journey began with our founder, Alec Jezewski, who spent over fifteen years running a 24/7 business. Recognizing a widespread need for better shift planning, Alec founded CDT with a vision to design optimal shift patterns that ensure:

  • Adequate staffing to match company workloads.
  • Work schedules that are fair, practical, and acceptable to employees.

VisualrotaX: Transforming Shift Management One of our flagship solutions is VisualrotaX, a powerful software tool built to streamline shift pattern creation and management. With VisualrotaX, businesses can effortlessly design a full year’s shift roster in approximately two hours. Compared to creating shift patterns manually or in Excel, VisualrotaX reduces the complexity and time investment significantly. Errors can be easily identified and corrected, ensuring a seamless process from start to finish.

Our Expertise CDT has worked with hundreds of companies across the globe to create optimal staff rosters. While our primary focus is designing shift patterns, we also offer:

  • Workload analysis to align staffing with demand.
  • Reward structure optimization to boost employee satisfaction.
  • Operations management strategies to enhance overall efficiency.

If your company is looking to design the perfect shift pattern and optimize workforce management, CDT and VisualrotaX are here to provide the tools and expertise you need.

VisualrotaX and Tailoring Your Shift Pattern

As part of our bespoke consultancy services, we provide clients with a copy of VisualrotaX to simplify their shift pattern management. Once we’ve designed the optimal shift pattern, it is issued in VisualrotaX, ensuring effortless day-to-day management.

Streamlined Daily Operations VisualrotaX allows managers to easily update shift patterns to account for holiday requests, reported sickness, and other authorised leave. With this tool, managers can monitor staffing levels in real time, ensuring they never fall below the predetermined minimum required for operations. Should absences arise, cover arrangements can be initiated swiftly and effectively.

Efficient Holiday Management With built-in holiday calculations, VisualrotaX streamlines the holiday approval process by:

  • Verifying if requests can be accommodated without disruption.
  • Monitoring remaining holiday balances, ensuring staff can utilise their entitlement while fitting holidays seamlessly into the year’s schedule.

Exceptional Flexibility Our clients appreciate the flexibility VisualrotaX provides, enabling them to quickly adapt and update rotas as needed. Whether adjusting for unexpected changes or planning proactively, VisualrotaX makes shift pattern management simple and efficient.

If you’re seeking a tool to optimise your workforce and streamline operations, VisualrotaX is the ideal solution.