Product TOUr
You Know What They Say, Once You’ve Tried Staffwise, You’ll Never Go Back
PRODUCT TOUR
Power Every Shift With Features Designed To Simplify Staffing From Start To Finish!
At the end of the day, you’ll feel amazing knowing you’ve hit every target whilst being an absolute breeze.
Recruit
Tailor your talent search with custom registration forms that fit your needs.
Onboard
Keep applications organized with an efficient tracking process that makes sorting a breeze.
Setup
Set job-specific parameters to ensure every shift is tailored to perfection.
Schedule
Plan with ease using an intuitive schedule creator that saves time and avoids headaches.
Search
Find the perfect match! Quickly pair staff with the shifts that suit them best.
Communicate
Stay in the loop with your team using seamless communication tools.
Publish
Get the word out! Raise awareness of open shifts with just a few clicks.
Book
Streamline your process with a booking system that’s fast and frustration-free.
Brief
Ensure everyone’s on the same page with integrated briefing procedures.
Deploy
Keep it live! Stay updated with real-time shift notifications.
Manage
Oversee it all from a custom dashboard designed to put you in control.
Survey
Build flexible forms for quick feedback and easy data collection.
Expenses
Track expenditures and outlays to keep your finances in check.
Evaluate
Boost team performance with reputation and feedback tools.
Pay
Handle payroll like a pro with custom outputs that fit your system.
Reporting
Dive into metrics and feedback to make data-driven decisions.
Locations
Manage site-specific information effortlessly across your operation.
Clients
Keep relationships thriving with a built-in client CRM.
Reports
Analyze shift data to uncover insights and improve processes.
Stock
Keep inventory on point and improve accuracy like never before
Need more info?
Keep scrolling!
Staffwise
Recruit
Accelerate growth with an efficient and speedy registration form.
- A fully customisable and brandable registration
- Add multiple terms, consents, opt-ins and opt-outs
- Integrated Digital Right to Work checks
- Automated collection of job references
- Health declaration and dietary requirements
- 30 to 120-second video bio upload
- Form builder for your custom questions
- Custom certifications and qualifications
- Government DBS update service checks (UK)
- Up to 3 additional work areas
Staffwise
Onboard
For internal due diligence create a custom application tracking route to employee approval.
Interviews
- Establishing interview spaces and implementing a system for staff self-booking can be accomplished through a straightforward process
Custom staff statuses
- Creating a structured onboarding process with custom staff statuses is a great way to ensure that new employees go through the necessary steps before progressing to the next stage
Staffwise
Setup
Each job can vary, thus we offer a wide array of setup parameters to ensure every process to delivery is handled correctly.
- Ensure team leader based roles have the permissions required to manage their team
- Assign account managers and log the history of ownership should a job be passed to another manager
- Allocate job specific terms such as data protection, safety protocols, consent forms or liability waivers
- Job specific check-in distance and cost per mile for mileage claims for staff
- Customise delivery times and content of up to 6 shift reminders
Staffwise
Schedule
Save time and your sanity by using our powerful, yet simple and efficient, schedule creator
Fixed shifts
- Fixed shifts refer to a work schedule with a predetermined set of hours during specific time slots. In this type of scheduling, staff are assigned a fixed start time and end time for their workday
Open shifts
- Open shifts refer to work hours or shifts within a schedule that are not assigned to a specific employee. Instead, these shifts are left vacant or "open" for staff to voluntarily claim or sign up for based on their availability and preferences. Open shifts are often part of a flexible scheduling system, allowing employees to have some control over their work hours
Intuitive features
- Create shifts in blocks for speed
- Multiple levels of default rates
- Create overtime and anti-social rules
- Rates with or without Holiday Pay (UK only)
- Minimum living wage alerts (UK only)
Import schedules
- Import jobs and schedules from spreadsheets
- FTP import for feeding schedules from your CRM
Client charge-out rates
- Add client charge out rates for profit reports
- Create client quotes
- Export client invoices at payroll
Staffwise
Search
Enhance your reputation by selecting the right people for the job with our intuitive and comprehensive search and fulfilment features.
- Intuitive AI-based shift-people matching
- Search by 100’s of available filters and criteria
- Search for staff using multiple work areas
- Exclusion searches
- Save frequent searches
- Reputation search via multiple rating systems
Staffwise
Communicate
Be connected and select the right communication method for your business.
- Communication options: Communicate with staff via up to 5 different channels
- Email templates: Create multiple templates for all system and custom processes
- Automatic prompts: Prompts to communicate any and all changes to staff
- Audit trail: All communications are logged for audit purposes
- Unsent emails: Receive notifications of rejected emails and rectify
Staffwise
Publish
Raise awareness of upcoming jobs by publishing shifts to the job market.
- Shortlist: Add staff to shortlist to action at a later date
- Publish: Publish shifts to the Job Market with custom statuses
- Invite: Be selective and invite specific staff to view and apply to shifts in the Job Market
- Apply: Staff can easily view, select and apply for shifts within a given radius in their staffarea or app
- Decline: Automatic rejection notification to applied staff of a booked shift
Staffwise
Book
Increase productivity with our streamlined booking process.
- Create multiple shift confirmation templates
- Restrict booking to only compliant staff
- Book staff as employed or self-employed
- Make shift adjustments at the time of booking
- Apply staff custom rate cards
- Automated shift confirmations to staff
- Acknowledgement of booking required from staff
Staffwise
Brief
Manage client expectations by ensuring staff are briefed and fully versed for each job.
- Create unlimited custom briefing templates
- Use tags to auto-populate the copy based upon shift role
- Upload and store briefing documents to add to your brief
- Send your brief individually or in bulk
- Acknowledgement of brief required from staff
Staffwise
Deploy
Plan for success and reduce no shows with our automated reminders and live updates.
- Staff Portal and App: Staff can conveniently manage everything all in one place and on the go
- Shift Reminders: Automated per job at key chosen points as shift approaches
- Live Updates: Be notified when staff are en route, late, checked in, on a break and checked out
- Profile Cards: Dynamically linked profile cards sent to stakeholders for visibility of staff on a shift or job
Staffwise
Manage
Be organised and manage staff, shifts and jobs with our colour-coded dashboard.
- Overview: See a snapshot of all activities in one place
- Customise: See activity and notifications relevant to you only
- Fulfilment Status: Percentage of shifts booked per job with applied staff tally
- Shift Status: Date and timestamp of shift activity log
- Staff Overview: View and access all key staffing categories
- Monthly Calendar: Categorize and filter for ease of viewing
- Associated Staff: Accelerate the drop-out replacement process
- Requires Urgent Attention: Compliancy, certification and payroll issues alerts
- Housekeeping: Keep your database fresh and clean
Surverywise
Survey
Gather all the activity data you need with our super flexible survey system.
Builder
- Our easy-to-use survey builder for all your survey needs: event reporting, field reporting, retail marketing, mystery shopping, auditing, site inspections, data collection, customer registration, competition entry, quizzes, employment forms, E-learning and development, brand awareness, knowledge checker, staff appraisals, client feedback, petitions, reviews and anything else with a survey
Features
- Survey functionality that goes above and beyond. All question types, predefined questions, quiz questions, signatures, barcode scanners, image markers, play videos & control scrubbing, location GPS check-in, multiple page forms, survey logic, triggers & notifications
Allocate
- Assign and define when and who has access to surveys
- Assign to shifts, jobs, staff, tags or leave as open
- Define rules for when surveys are visible
Capture
- Complete the surveys via the staffarea or app
- Responsive and intuitive
- Question by question auto save
- Collect and submit offline
- Ensure quality of data with submit alerts
Staffwise
Expenses
Gather all the activity data you need with our super flexible survey system.
- Expense tracking via custom categories
- Shift-based and ad-hoc claiming methods
- Travel claims via Mileage and Duration A-B
- Default multi-tier cost per m/km
- Pay expenses independently of payroll
- Custom integrations with your payroll provider
- Reporting and analytics
Staffwise
Evaluate
Build up the reputation of each staff member by logging staff performance, sentiment and shift feedback.
- Client Rating: Clients can sign off and rate staff performance for any given job
- Evaluate and Sign-Off: Assess, evaluate and approve shifts either on an individual basis or in batches
- Trophy Ratings: Sum up shift assessments and classify them into bronze, silver, and gold trophies
- Star Players: Give your best performing staff a higher weighting in the searches
- Timesheets: Export custom branded timesheets for client approval
- Unbooking: Record and assess instances of shift cancellations against staff reputation
Staffwise
Pay
Secure accurate payments by utilising custom personalised payroll files.
Employed Staff
- Optimize efficiency by eradicating manual file handling, saving time, and eliminating errors completely with personalized payroll files. These files can encompass various categories, including but not limited to, new starters, changes of details, and payroll exports
- Choose from our preset file formats tailored for various well-known payroll service providers, such as BrightPay, Paycircle, and ADP
- Integrations with Quickbooks and Xero, and may more
Self-employed Staff
- Custom freelance pay run exports
- Bacs files for every bank
- Auto-generated self-billing freelance invoices
Hastee Pay / Wagestream
- Give staff the option to request earnings on demand
Staffwise
Reporting
Track measurements, metrics and anecdotal feedback with our clientarea reporting.
Explore
- Access and consolidate information within the Clientarea.
- Visualize quantitative data through charts and graphs
- Organize qualitative FAQs and comments in list format
- Review submissions and generate report cards
- Establish client accounts for access
Export
- Export all or selected data sets
- Browse and download photos
- Download as docx, pptx, xlsx, csv, etc
API
- Public API for linking to third party systems such as PowerBI
Custom reports ** Additional costs may apply
- Fully client branded
- In PDF, Excel, Word or Powerpoint
- Punchy data driven insights
- Illustrate KPI’s
- Automated delivery
Staffwise
Locations
Location database to automatically save and pass on crucial location information.
- Centralised Venue Information: Store essential details about each location, including contact information and key venue notes
- Flexible Check-In Points: Set specific check-in locations separate from the main venue to streamline attendance tracking.
- Scheduling & Staffing: Ensure staff have all necessary venue details when they’re booked, improving on-site efficiency.
- Survey & Inventory Management: Use locations within surveys for inventory tracking, audits, and compliance checks.
- Optimised Routing & Navigation: Help staff find the right locations with precise mapping and routing features.
- Enhanced Reporting & Insights: Link venue data to reports for better decision-making and operational oversight.
- Automated Scheduling: Create and manage call files and schedules directly from the location database for streamlined compliance and quality control.
Staffwise
Clients
Understand your clients spending habits, maintain updated details, and store essential notes conveniently in a unified location within our client CRM.
- Revenue overview
- Multiple contacts
- Client notes
- Set up reminders
- Client default rates
Staffwise
Reports
Acquire a deeper understanding of the metrics and performance of all your companies. Utilise filters to refine results and focus on key targets.
- Attendance: Rationalise attendance and gain insight into lost shifts
- Punctuality: Amalgamation of all staff check-ins into groups
- Evaluation: Staff shift evaluation history
- Profile Card Ratings: Average and totals of client ratings
- Staff Statistics: Track ethnicity, age, gender of your staff
- Distribution Map: Ensure national coverage with a district breakdown map of shifts vs staff
- Cost Breakdown: Analysis of the entire flow of costs associated with your staffing
- Expenses: Cumulative sums of expenditures across all categories
- Management Information: Track staff booker performance
Staffwise
Stock
Prevent stock issues and improve inventory accuracy with our stock management system.
- Track Stock Movements: Add, manage and track stock transactions between venues and staff
- Track Stock Quantity: Avoid under or over-stocking issues by logging stock quantities
- Rationalise Stock: Rationalise stock between locations and staff
Staffwise
Recruit
Accelerate growth with an efficient and speedy registration form. In addition to standard features, we also have:
- A fully customisable and brandable registration
- Add multiple terms, consents, opt-ins and opt-outs
- Integrated Digital Right to Work checks
- Automated collection of job references
- Health declaration and dietary requirements
- 30 to 120-second video bio upload
- Form builder for your custom questions
- Custom certifications and qualifications
- Government DBS update service checks (UK)
- Up to 3 additional work areas
Staffwise
Onboard
For internal due diligence create a custom application tracking route to employee approval.
Interviews
- Establishing interview spaces and implementing a system for staff self-booking can be accomplished through a straightforward process
Custom staff statuses
- Creating a structured onboarding process with custom staff statuses is a great way to ensure that new employees go through the necessary steps before progressing to the next stage
Staffwise
Setup
Each job can vary, thus we offer a wide array of setup parameters to ensure every process to delivery is handled correctly. Such options include:
- Ensure team leader based roles have the permissions required to manage their team
- Assign account managers and log the history of ownership should a job be passed to another manager
- Allocate job specific terms such as data protection, safety protocols, consent forms or liability waivers
- Job specific check-in distance and cost per mile for mileage claims for staff
- Customise delivery times and content of up to 6 shift reminders
Staffwise
Schedule
Save time and your sanity by using our powerful, yet simple and efficient, schedule creator
Fixed shifts
- Fixed shifts refer to a work schedule with a predetermined set of hours during specific time slots. In this type of scheduling, staff are assigned a fixed start time and end time for their workday
Open shifts
- Open shifts refer to work hours or shifts within a schedule that are not assigned to a specific employee. Instead, these shifts are left vacant or "open" for staff to voluntarily claim or sign up for based on their availability and preferences. Open shifts are often part of a flexible scheduling system, allowing employees to have some control over their work hours
Intuitive features
- Create shifts in blocks for speed
- Multiple levels of default rates
- Create overtime and anti-social rules
- Rates with or without Holiday Pay (UK only)
- Minimum living wage alerts (UK only)
Import schedules
- Import jobs and schedules from spreadsheets
- FTP import for feeding schedules from your CRM
Client charge-out rates
- Add client charge out rates for profit reports
- Create client quotes
- Export client invoices at payroll
Staffwise
Search
Enhance your reputation by selecting the right people for the job with our intuitive and comprehensive search and fulfilment features.
- Intuitive AI-based shift-people matching
- Search by 100’s of available filters and criteria
- Search for staff using multiple work areas
- Exclusion searches
- Save frequent searches
- Reputation search via multiple rating systems
Staffwise
Communicate
Be connected and select the right communication method for your business.
- Communication options: Communicate with staff via up to 5 different channels
- Email templates: Create multiple templates for all system and custom processes
- Automatic prompts: Prompts to communicate any and all changes to staff
- Audit trail: All communications are logged for audit purposes
- Unsent emails: Receive notifications of rejected emails and rectify
Staffwise
Publish
Raise awareness of upcoming jobs by publishing shifts to the job market.
- Shortlist: Add staff to shortlist to action at a later date
- Publish: Publish shifts to the Job Market with custom statuses
- Invite: Be selective and invite specific staff to view and apply to shifts in the Job Market
- Apply: Staff can easily view, select and apply for shifts within a given radius in their staffarea or app
- Decline: Automatic rejection notification to applied staff of a booked shift
Staffwise
Book
Increase productivity with our streamlined booking process.
- Create multiple shift confirmation templates
- Restrict booking to only compliant staff
- Book staff as employed or self-employed
- Make shift adjustments at the time of booking
- Apply staff custom rate cards
- Automated shift confirmations to staff
- Acknowledgement of booking required from staff
Staffwise
Brief
Manage client expectations by ensuring staff are briefed and fully versed for each job.
- Create unlimited custom briefing templates
- Use tags to auto-populate the copy based upon shift role
- Upload and store briefing documents to add to your brief
- Send your brief individually or in bulk
- Acknowledgement of brief required from staff
Staffwise
Deploy
Plan for success and reduce no shows with our automated reminders and live updates.
- Staff Portal and App: Staff can conveniently manage everything all in one place and on the go
- Shift Reminders: Automated per job at key chosen points as shift approaches
- Live Updates: Be notified when staff are en route, late, checked in, on a break and checked out
- Profile Cards: Dynamically linked profile cards sent to stakeholders for visibility of staff on a shift or job
Staffwise
Manage
Be organised and manage staff, shifts and jobs with our colour-coded dashboard.
- Overview: See a snapshot of all activities in one place
- Customise: See activity and notifications relevant to you only
- Fulfilment Status: Percentage of shifts booked per job with applied staff tally
- Shift Status: Date and timestamp of shift activity log
- Staff Overview: View and access all key staffing categories
- Monthly Calendar: Categorize and filter for ease of viewing
- Associated Staff: Accelerate the drop-out replacement process
- Requires Urgent Attention: Compliancy, certification and payroll issues alerts
- Housekeeping: Keep your database fresh and clean
Surveywise
Survey
Gather all the activity data you need with our super flexible survey system.
Builder
- Our easy-to-use survey builder for all your survey needs: event reporting, field reporting, retail marketing, mystery shopping, auditing, site inspections, data collection, customer registration, competition entry, quizzes, employment forms, E-learning and development, brand awareness, knowledge checker, staff appraisals, client feedback, petitions, reviews and anything else with a survey
Features
- Survey functionality that goes above and beyond. All question types, predefined questions, quiz questions, signatures, barcode scanners, image markers, play videos & control scrubbing, location GPS check-in, multiple page forms, survey logic, triggers & notifications
Allocate
- Assign and define when and who has access to surveys
- Assign to shifts, jobs, staff, tags or leave as open
- Define rules for when surveys are visible
Capture
- Complete the surveys via the staffarea or app
- Responsive and intuitive
- Question by question auto save
- Collect and submit offline
- Ensure quality of data with submit alerts
STAFFWISE
Expenses
Gather all the activity data you need with our super flexible survey system.
- Expense tracking via custom categories
- Shift-based and ad-hoc claiming methods
- Travel claims via Mileage and Duration A-B
- Default multi-tier cost per m/km
- Pay expenses independently of payroll
- Custom integrations with your payroll provider
- Reporting and analytics
STAFFWISE
Evaluate
Build up the reputation of each staff member by logging staff performance, sentiment and shift feedback.
- Client Rating: Clients can sign off and rate staff performance for any given job
- Evaluate and Sign-Off: Clients can sign off and rate staff performance for any given job
- Trophy Ratings: Sum up shift assessments and classify them into bronze, silver, and gold trophies
- Star Players: Give your best performing staff a higher weighting in the searches
- Timesheets: Export custom branded timesheets for client approval
- Unbooking: Record and assess instances of shift cancellations against staff reputation
STAFFWISE
Pay
Secure accurate payments by utilising custom personalised payroll files
Employed Staff
- Optimize efficiency by eradicating manual file handling, saving time, and eliminating errors completely with personalized payroll files. These files can encompass various categories, including but not limited to, new starters, changes of details, and payroll exports
- Choose from our preset file formats tailored for various well-known payroll service providers, such as BrightPay, Paycircle, and ADP
- Integrations with Quickbooks and Xero, and may more
Self-employed Staff
- Custom freelance pay run exports
- Bacs files for every bank
- Auto-generated self-billing freelance invoices
Hastee Pay / Wagestream
- Give staff the option to request earnings on demand
STAFFWISE
Reporting
Track measurements, metrics and anecdotal feedback with our clientarea reporting.
Explore
- Access and consolidate information within the Clientarea.
- Visualize quantitative data through charts and graphs
- Organize qualitative FAQs and comments in list format
- Review submissions and generate report cards
- Establish client accounts for access
Export
- Export all or selected data sets
- Browse and download photos
- Download as docx, pptx, xlsx, csv, etc
API
- Public API for linking to third party systems such as PowerBI
Custom reports ** Additional costs may apply
- Fully client branded
- In PDF, Excel, Word or Powerpoint
- Punchy data driven insights
- Illustrate KPI’s
- Automated delivery
- Photo gallery
STAFFWISE
Locations
Location database to automatically save and pass on crucial location information.
- Centralised Venue Information: Store essential details about each location, including contact information and key venue notes
- Flexible Check-In Points: Set specific check-in locations separate from the main venue to streamline attendance tracking.
- Scheduling & Staffing: Ensure staff have all necessary venue details when they’re booked, improving on-site efficiency.
- Survey & Inventory Management: Use locations within surveys for inventory tracking, audits, and compliance checks.
- Optimised Routing & Navigation: Help staff find the right locations with precise mapping and routing features.
- Enhanced Reporting & Insights: Link venue data to reports for better decision-making and operational oversight.
- Automated Scheduling: Create and manage call files and schedules directly from the location database for streamlined compliance and quality control.
STAFFWISE
Clients
Understand your clients spending habits, maintain updated details, and store essential notes conveniently in a unified location within our client CRM.
- Revenue overview
- Multiple contacts
- Client notes
- Set up reminders
- Client default rates
STAFFWISE
Reports
Acquire a deeper understanding of the metrics and performance of all your companies. Utilise filters to refine results and focus on key targets.
- Attendance: Rationalise attendance and gain insight into lost shifts
- Punctuality: Amalgamation of all staff check-ins into groups
- Evaluation: Staff shift evaluation history
- Profile Card Ratings: Average and totals of client ratings
- Staff Statistics: Track ethnicity, age, gender of your staff
- Distribution Map: Ensure national coverage with a district breakdown map of shifts vs staff
- Cost Breakdown: Analysis of the entire flow of costs associated with your staffing
- Expenses: Cumulative sums of expenditures across all categories
- Management Information: Track staff booker performance
STAFFWISE
Stock
Prevent stock issues and improve inventory accuracy with our stock management system.
- Track Stock Movements: Add, manage and track stock transactions between venues and staff
- Track Stock Quantity: Avoid under or over-stocking issues by logging stock quantities
- Rationalise Stock: Rationalise stock between locations and staff
FREQUENTLY ASKED QUESTIONS
Your Questions, Answered.
How does Staffwise save me time on scheduling?
Staffwise’s intuitive group scheduler and schedule import tools save 2–4 hours on jobs with 100 shifts—and even more for larger schedules. Tasks that once took days can now be completed in minutes.
Can I automate payroll processing?
Yes. Staffwise integrates with payroll systems like Xero and QuickBooks, automatically generating payroll files and self-billing invoices. What used to take 4–8 hours can now be done in 5–10 minutes.
How does Staffwise manage compliance?
Staffwise tracks ID documents, visa expirations, and compliance statuses. Staff are automatically notified to update expiring documents, ensuring 100% compliance without manual effort.
What makes Staffwise better than other staffing tools?
Staffwise consolidates everything—scheduling, compliance, payroll, and performance management—into one seamless platform, eliminating the need for multiple tools and reducing costs.
How does Staffwise improve staff performance tracking?
You can use:
○ Geofenced clock-ins for on-site verification
○ Thumbs-up/down shift reviews to monitor reliability and quality
○ Performance dashboards for actionable insights.
Can Staffwise help manage expenses like mileage claims?
Yes. Mileage claims are automated and integrated directly into shifts, saving hours of manual calculations and ensuring accurate expense tracking.
How can Staffwise help me scale my operations year-round?
Staffwise offers tools to diversify your business into areas like mystery shopping, compliance auditing, and merchandising—ensuring consistent revenue and year-round staff engagement.
Can Staffwise help me win more projects?
Yes. Unlimited staff registration means you can grow your database and mobilize staff faster, increasing your chances of securing larger or last-minute projects.