Workforce Asset Management Book of Knowledge

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  • Edition: 1st
  • Format: Hardcover
  • Copyright: 2013-04-08
  • Publisher: Wiley
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Supplemental Materials

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  • The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.


This book is a comprehensive reference and the worldwide standard for the time and labor management technology profession. It is the official guide to the Workforce Asset Management Certification. It will establish a common lexicon within the profession for talking about workforce management and systems. This guide is also designed to establish a body of generally accepted and applicable practices and standards within the industry. With contributions from experts, this book covers the knowledge, practices, regulations, and technologies within the domain of workforce management systems. It is designed around timekeeping and labor scheduling technologies. The rapid evolution of these sophisticated systems has generally outpaced the market's understanding of how to manage workforce assets - people and the systems designed to manage and report on what people do in the workplace and make certain they are deployed and paid correctly. This body of knowledge is focused on workers and technologies for every industry and every type of employer (public, private, non-profit, or government, domestic or international, large or small, well established or startup). A wide range of technology is covered including software applications, interfaces, reporting solutions, time collection devices (e.g. time clocks, telephony, mobile technology, web applications, etc.), related applications that affect workforce management systems (e.g. Human Resource applications, Payroll Systems, Point of Sale and ERP Systems, etc.), and ancillary services such as reporting solutions.

Author Biography

LISA DISSELKAMP is a Director at Deloitte Consulting LLP. She is a leading authority on timekeeping, compensation, scheduling, and labor analytics systems and has led assessments and multimillion-dollar projects impacting up to 350,000 employees.

Table of Contents




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


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 New Workforce Management Office Model

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


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


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


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


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 Periods

7.8 Definition of Hours Worked

7.9 Tracking Hours Worked


Chapter 8 Compliance, Controls, and Reporting

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 Recordkeeping Regulations

8.5 Legal and Statistical Issues

8.6 SAE 16, SOC2, ISO, and SOX

8.7 Integration with Reporting Structures and Business Systems

8.8 Fraud, Abuse, and Payroll Leakage


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


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 Processes 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


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


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


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


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


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: IT, Architecture, Scalability, Performance, Portals, Disaster Planning, Virtual Machines, 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, Backup, and Restore

16.8 Resource Considerations for Data and System Management

Further Reading


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 Project Manager

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

17.5 Applied Methodology


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


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 Sub-Phase

21.3 Systems Delivery Sub-phase

21.4 Pitfalls of Implementation

21.5 Help Desk and Ongoing Support

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 Ongoing System and Operational Support for Workforce Asset Management

23.1 Setting Up and Operating a Technology Help Desk

23.2 Managing System Usability

23.3 Workforce Management Technology Training


About the Editor

About the Contributors


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