306 Kronos FMSI Top 10 Tips Tricks to

306 Kronos FMSI: Top 10 Tips & Tricks to Simplify Branch Scheduling SEAN WRIGHT – MANAGER, SERVICES & SUPPORT #KRONOSWORKS © KRONOS INCORPORATED │ │

Welcome 306 Kronos FMSI: Top 10 Tips & Tricks to Simplify Branch Scheduling Simplifying scheduling in the branch will not just make life easier for your schedulers but will also maximize the impact of your scheduler on your bottom line and service. In this session we will focus on key software features around building weekly schedules, review schedule gap management capabilities, and discuss both change management and the importance of staff adherence. Audience: Financial Services Level: Kronos FMSI Expert / Administrators / Branch Schedulers #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 2

Key Objectives: What You’ll Learn 1 Learn the right approach around change management as it relates to the FMSI Scheduler 2 Learn optimal ways to build weekly schedules 3 Become familiar with schedule gap management capabilities 4 Understand the importance of staff adherence to schedules #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 3

Where to learn more • Attend Session 304, Tuesday, 3: 45 4: 45 pm, “Peer to Peer Session – Scheduling and Forecasting in the Branch” • Download from the Kronos for Banking Resources & Insights − − Retail Branch Lobby Study Teller Line Study Appointment Study And more… • Connect with Services & Customer Support via Kronos Community #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 4

Meet Technology Experts in the Expo Hall! MONDAY: NOON – 5: 00 P. M. | TUESDAY: 8: 30 A. M. – 5: 00 P. M. Workforce Dimensions | Kronos Workforce Ready ® | Workforce Central ® | Kronos ® i. Series ® Central | Kronos ® Workforce Tele. Staff ™ #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 5

Session Surveys: We value your feedback! Take a short in app survey after each session for your chance to win a $10 Amazon gift card!+ Get the app today! Search “Kronos Events” in the App Store or Google Play. +Winners will be announced daily in the app. Contest details posted in app. Taking more than 1 survey during any session period will void participation. #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 6

• Access content online − Log in to your schedule using your registration email and password − Click Ø Sessions Tab Ø Session Title Accessing Presentation Content #KRONOSWORKS Ø Downloads Ø Document name © KRONOS INCORPORATED │ FEBRUARY │ February 21, 2021 │ 7

• Historical trends to predict and schedule to customer needs “Kronos has allowed us to be able to look at time periods of customers and transaction volume and help us identify adequate labor cost. ” #KRONOSWORKS • Minimize overstaffing to better control labor costs • Align employee’s availability to meet branch tasks © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 8

KEYS FOR SUCCESS WITH… Kronos FMSI Scheduler Executive Message #KRONOSWORKS Smart Scheduling Resource Allocation Staff Adherence © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 9

CHANGE MANAGEMENT Adopting new technology 1 Establish & communicate success criteria • Common goals with PA/Scheduler rollout: − − − Eliminate manual scheduling Validate staffing/hiring decisions due to evaluation of traffic patterns Utilize staff more efficiently by identifying periods with excess capacity Access to better reporting insights Measure staff productivity & performance • How do you validate a successful rollout and keep the momentum? − Are goals measured? (branch and individual performance) − Are goals adapted over time? (industry changes) #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 10

CHANGE MANAGEMENT 2 Ongoing management Take ownership of YOUR scheduling platform • Implementation is complete, what are next steps? − System Admin(s) • Release Management • Configuration Updates − Responsibility Matrix • We introduced the program months or even years ago, now what? − Adaptability to stay current with your business model and industry − Training Team • Turnover; Promotions, New Hires, etc. #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 11

KEYS FOR SUCCESS WITH… Kronos FMSI Scheduler Executive Message #KRONOSWORKS Smart Scheduling Resource Allocation Staff Adherence © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 12

Smart scheduling Publish Schedules Daily Editor Schedule Views #KRONOSWORKS Employee Setup Weekly Editor Create Schedules © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 13

SMART SCHEDULING Employee setup Scenario: A new hire recently joined your organization (since the last scheduling period); they will need to be included in the upcoming schedules as a full time teller who is not yet trained as an opener. “Providing the data and tools needed to put the right staff member in the right place at the right time. ” #KRONOSWORKS Roles: Action Items: • HR Manager • Add New Employee • System Admin • Configure Profile • Branch Manager • Assign Templates • Teller Supervisor • Task Assignments © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 14

Employee setup – key considerations Availability defined for earliest Scheduling Profiles created Rotations trigger a pattern start and latest end time. and assigned to a group or subset of employees that have the same options. within the work shift settings. · Must include time range for any potential Task Assignments · This is NOT a schedule, this is WHEN they could work for you · Alternate coverage of the Lobby and Drive Thru · Incorporate a global Meal Policy applicable to status · Review these options at regular intervals to ensure accuracy · Min/Max shift lengths will used to create work segments #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │

3 ! Establish baseline settings & adopt standards ! ! A better understanding and consistent use of the available options, results in a more complete schedule! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 16

SMART SCHEDULING Branch staffing Scenario: “Providing the data and tools needed to put the right staff member in the right place at the right time. ” Each branch is responsible for creating their monthly schedules in accordance with your organizations established policies. They should ensure the created schedules account for; Saturday fairness, weekly hours adherence, and general coverage of the projected demand. Action Items: Roles: • Saturday Coverage • Branch Manager • Schedule Exceptions • Teller Supervisor • Create | Review | Edit • Distribute Schedules #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 17

Branch staffing – key considerations Work/Life Balance can be Schedule Statistics give an built into the schedules to have a thought out plan around some common scheduling pitfalls. indication of projections against key metrics and goals. · Productivity / Schedule Fit% · Who is covering Saturday? · Open / Close task coverage #KRONOSWORKS · Up front insight into potential service level concerns Scheduling is a multi step process, some steps build on each other so important to Finalize schedules once complete at the branch level. · Signal to assign Floaters · Send to staff (Email / Print) © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │

! 4 Enter what you know when you know it ! ! ! Solid baseline settings should leave little work to do HOWEVER, you aren’t done yet! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 19

! 5 Create schedules well in advance The auto scheduler suggests what is best based on what IT knows! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 20

6 ! ! Approve schedules once they are finalized Use a defined scheduling period to allow time for review and adjustments! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 21

! ! Schedule Views offer a customizable display to see what is important to you! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 22

7 ! Use all available tools to make smarter decisions ! ! Review productivity outlook then take action against potential service level concerns! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 23

! ! 8 Put a PIN in it to lock schedules ! ! ! Review and make changes based on what YOU know about your customer base! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 24

KEYS FOR SUCCESS WITH… Kronos FMSI Scheduler Executive Message #KRONOSWORKS Smart Scheduling Resource Allocation Staff Adherence © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 25

! 9 ! ! Utilize a shared pool of resources ! Ability to take action against a staffing issue – assign resources in just a few easy steps! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 26

KEYS FOR SUCCESS WITH… Kronos FMSI Scheduler Executive Message #KRONOSWORKS Smart Scheduling Resource Allocation Staff Adherence © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 27

STAFF ADHERENCE Measuring & Tracking Adoption 10 Review usage and hold staff accountable • Which locations are actively using Scheduler? − Scheduling Utilization Comparison − User Log − Auto Scheduler Usage Log • Is the Scheduler being used effectively? − Data Trends − Schedule Fit% • Are key metrics being used in a Management Performance Index? Protect your investment – use it or lose it! #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 28

Wrap up… 6 1 Establish & communicate success criteria 2 3 Take ownership of YOUR scheduling platform Establish baseline settings & adopt standards 7 Approve schedules once they are finalized Use all available tools to make smarter decisions 8 Put a PIN in it to lock schedules 9 4 Enter what you know, when you know it 5 Create schedules well in advance #KRONOSWORKS Utilize a shared pool of resources 10 Review usage and hold staff accountable © KRONOS INCORPORATED │ FEBRUARY 21, 2021 │ 29

• Where are you today? • Where do you want to be? • Make changes where appropriate • Kronos FMSI Resources − https: //community. kronos. com − Consulting Services Next Steps… #KRONOSWORKS © KRONOS INCORPORATED │ FEBRUARY │ February 21, 2021 │ 30