The WFM Checklist: Optimize Your HR for Growth, Compliance, and Efficiency


A Workforce Management System (WFM) initiates business growth, ensures compliance, and improves efficiency. It achieves this by integrating processes that a business uses to gain insights into business metrics, which allows you to effectively forecast labor requirements and manage staff accordingly. A comprehensive WFM system provides an array of business activities under the basic structure of human resource management (HRM).

These two checklists will help small to medium-sized businesses set up effective Human Resources operations.

Human Resources involves hundreds of processes, so we’re here to help simplify and optimize some of them. Below are two checklists pertaining to:

    • Time and Attendance
    • Employee Scheduling

WFM Time and Attendance

Workforce management timekeeping is a crucial part of HR management. By utilizing WFM tools and processes, you can better understand attendance patterns to identify potential gaps in coverage, address absentee and tardiness issues, as well as improve payroll accuracy. This will help you save on labor costs because you can compare budgeted hours to actual time worked, which will allow you to eliminate excessive overtime.
Furthermore, having an automated time and attendance system in place will give you more accurate reports so that you can stay in compliance with local, state, and national regulations. In regard to maximum hour restraints and constraints for required skills, this will assist you with internal and external audits. Moreover, efficient, understandable timekeeping also sets expectations and creates accountability, which will help improve business execution.

Time and Attendance Checklist

    • Enter employee in timekeeping system
    • Have employee sign agreement to abide by time and attendance policies in new hire paperwork
    • Teach employee how to use the timekeeping system
    • Clock in/out (on-site and mobile)
    • View PTO balance
    • Manage time cards
    • Approve/disapprove time off requests
    • Manage shift trading

Employee Scheduling

Efficient employee scheduling improves employee engagement, performance, and effectiveness. In the past, staff scheduling was inefficient, time-consuming, and often left organizations understaffed during critical moments. With a WFM system in place, you can automate all staffing variables such as availability, absences, workload, and vacations. These great scheduling practices boost your company’s reputation with not only your employees but also with your partners and customers.

With InfiniTime’s WFM system, you can save time with schedule templates and automated scheduling, drag and drop employees into shifts, copy templates and adjust as necessary, and customize scheduling rules to help you avoid coverage gaps and overstaffing.

Employee Scheduling Checklist

  • Enter each employee in WFM
  • Job title
  • Part-time or full-time status
  • Address/phone number
  • Qualifications/certifications
  • Job roles they can perform
  • Shift availability
  • Schedule preferences
  • Create schedule rules
  • Maximum and minimum shift lengths
  • Number of employees per shift
  • Multiple locations
  • Fair Labor Standards Act (FLSA) requirements
  • Predictive scheduling law settings
  • Payroll-Based Journal (for long-term healthcare facilities)
  • Set up HRMS scheduling alerts for double booking, scheduled time off, overtime thresholds
  • Post schedules at least a month in advance
  • Cross-train for schedule flexibility
  • Use self-service shift trading
  • Track scheduling data for continual optimization