SumTotal

Practical workflows for scheduling, time capture, and compliance with SumTotal
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Start by turning your staffing plan into an executable schedule. Create sites and roles, define coverage windows and skill requirements, and load demand inputs such as sales forecasts or patient census. Use AI Powered Labor Optimization to auto-build rosters that hit your labor targets while honoring constraints. Tweak with drag-and-drop, set location preferences, and publish in phases. Geofence rules ensure people only clock in when they’re where they should be. As soon as shifts go live, Staff Notification pushes alerts through the mobile app, email, or text, and employees can accept, decline, or join a waitlist so gaps fill themselves.

On the floor, time capture is fast and reliable. Team members clock in from the mobile app with geolocation safeguards or use Impulse Data Collection Devices with camera and biometric options. The kiosk flow lets them pick job codes, projects, or cost centers when they start work or transfer mid-shift. In the Employee Dashboard, they see today’s schedule, accrual balances, and pay estimates in real time. They can request time off, propose swaps, or volunteer for overtime. Leave Management routes approvals to the right supervisor, and the rules engine applies union provisions, premiums, meal breaks, and rest periods automatically—flagging conflicts before they become pay issues.

At the close of each pay period, Time & Attendance consolidates hours, differentials, and exceptions. Supervisors review only what needs attention—missed punches, late meal breaks, or out-of-bounds overtime—then correct with full audit trails. Regulations Enforcement checks local, federal, and industry standards so you can lock the period with confidence. Export to payroll in clean batches, or sync continuously. If you bill clients for time, Billing and Invoicing converts approved hours into accurate charges by project or location. Access Control keeps sensitive data restricted to the right roles. Multi-branch / Location Management and International Usability handle languages, currencies, holidays, and region-specific schedules without custom work.

Improve every cycle with data. Reporting and Analytics surface labor cost versus demand, attendance trends, and schedule adherence. Performance Scorecards spotlight top performers and identify coaching needs. Use Benchmarking to set targets by role or site and track progress. Workforce Forecasting projects future headcount needs so you can open requisitions early or plan cross-training. When plans change—a product launch, a storm, a convention—run what-if scenarios, compare coverage options, and republish in one click. Workflow Management automates reminders, escalations, and sign-offs so nothing stalls. With Process Automation and integrations, SumTotal becomes the hub that aligns scheduling, time capture, compliance, and payroll into one dependable flow.

Review summary

Features

  • Performance Scorecards
  • Workforce Forecasting
  • AI Powered Labor Optimization
  • Geofence
  • Multi-branch / Location Management
  • Location-based Scheduling
  • Employee Dashboard
  • Leave Management
  • Shift Scheduling
  • Process Automation
  • Regulations Enforcement
  • Staff Notification
  • Mobile App
  • Analytics (Workforce)
  • Compliance Management
  • Workflow Management
  • Reporting (Analytics)
  • Time & Attendance Management
  • Benchmarking
  • Billing and Invoicing
  • Access Control
  • International Usability

How It’s Used

  • Retail chain builds holiday coverage from sales forecasts and fills gaps with waitlisted volunteers
  • Hospital schedules nurses across units, applies union premiums, and enforces rest rules automatically
  • Field service crews clock in via mobile with geofencing to prevent off-site punches
  • Manufacturing plant coordinates shifts across multiple sites and languages with role-based access
  • Call center adjusts intraday staffing using real-time analytics and rapid shift republishing
  • Construction firm bills clients by approved project hours and cost centers each week
  • Global company manages regional holidays, currencies, and regulations with international settings
  • Warehouse uses performance scorecards to coach attendance issues and reward top contributors
  • Startup automates approvals for PTO and shift swaps to keep managers focused on growth
  • Franchise operator benchmarks locations, identifies outliers, and standardizes best practices

Plans & Pricing

Sumtotal Workforce Management

Custom

Time & Attendance
Scheduling
Absence Management
Mobile Time Entry and More

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3.9
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