Paycor Scheduling – Review 2020

Paycor Scheduling (formerly Ximble) is a comprehensive and powerful software for employee planning and shift planning that also offers time recording functions for small and medium-sized enterprises (SMBs) and larger companies. Paycor Scheduling (starting at $ 1 per user per month for the core plan) is a template-based solution that is still quite dynamic in operation and should meet the needs of most HR professionals, provided they can operate within their parameters. Unlike our other editors’ Choice Winners, Deputy and Humanity, Paycor Scheduling relies heavily on master settings that divide users into specific fields, options and notifications.

As a SaaS (Software-as-a-Service) solution, Paycor Scheduling is quite agile, especially when changing the schedule at the last minute and sending quick alerts to managers. For companies that can work in the fields, options and notifications of Paycor Scheduling, the solution covers the most common shift management tasks. What’s impressive about it is the style, ease of use, built-in chat functionality, and some very attractive prices.

Paycor Scheduling also offers outstanding mobile applications for Android and Apple iOS that have almost the same functionality as the web user interface (UI). Certain aspects of Paycor planning, such as some settings, reports and approvals, are only available on the web client as they make more sense there.

Three price levels

Paycor Scheduling is available in three price levels: Core, Advanced and Enterprise. The core tier is available for an unlimited number of users for $ 1 per user per month. This package includes Android and iOS apps, email notifications, in-depth reports, and 24/7 support. For an additional dollar per month per user, you can add time tracking capabilities to the package. The advanced tier costs $ 2 per user per month (or $ 3 with time tracking added, including facial recognition features). With this extended package you get all the core functions as well as the integration of payroll.

Compared to other tools we tested, Paycor Scheduling is inexpensive. Compared to other software in its class, Deputy costs only $ 1 per user per month for planning, announcements, tasks and 24-hour support. It can be upgraded to $ 3 per user per month for payroll integration and reporting. The Enterprise plan, which is priced based on a company’s needs, offers customized pricing, access to customized roles, permissions, and extensions, as well as a dedicated account manager and custom development for larger companies. Meanwhile, Snap Schedule costs $ 900 per year for 25 employees, which is roughly $ 3 per employee per month, which is typical of most software products in this category.

Dashboard and user interface

Paycor Scheduling is one of the cleanest and most modern user interfaces of any product we reviewed as part of this roundup, as opposed to clunkier tools like APS Online and ShiftBoard, which can get pretty cluttered in the calendar views. When you log into the system, you will be greeted by several widgets showing the shifts you will be working for that day, the members of your team who have signed up. Your daily, weekly and monthly labor costs; and your monthly and weekly employee, hourly and labor costs are high. You can also view all of your recent notifications, team announcements, and planning requests. Each of these widgets can be collapsed to make room for the information that you want to better display. Paycor Scheduling makes extensive use of the screen and manages to convey the most important data clearly and cleanly.

The software has a navigation on the left. This is a nice style choice that opens the Schedules view dramatically. We found that most dashboards, like the one in Snap Schedule and even Editors’ Choice winner, Deputy, have a top navigation that takes up more space than most users would like.

On the Schedule tab, you can see your staff and their associated shifts for day, week, or month, depending on how you sort your information. Whichever calendar you choose, you’ll be delighted at the amount of space and color coordination given to each employee and their assigned shifts. This is easily the cleanest, tastiest schedule we’ve reviewed.

When you have paid the extra money for the timesheet feature, the Time Clock tab can be found under the Schedule tab. Here you can clock in and clock out, assign time slots to tasks and notify your team that you are taking a break for lunch or starting a new work process. Administrators can access payroll reports, team timesheets, and all related team pay codes from this tab.

The Employees and Reports tabs take you to traditional landing pages where you can access user profiles and pre-built reports. I will discuss the coverage in more detail later. What needs to be emphasized now is that the left navigation keeps these two tabs and their respective pages out of the way so that you don’t have to dodge as you work on your master schedule.

On the App Center tab you will find the 13 built-in third-party software integrations from Paycor Scheduling. This is the kind of easy integration market you’ll find in more mature software categories, but Paycor Scheduling is an outlier in this class. That’s not to say that its competitors don’t offer integration capabilities similar to most of them through opening an application programming interface (API). However, Paycor Scheduling shows its integrations in an easy-to-find and modern way.


Functionality and ease of use

Your schedules can be easily sorted and filtered using extensive and clearly marked drop-down menus at the top of the calendar. If you want to see where employees are scheduled, what they are doing, who is not scheduled, or all of the above, just click the drop-down menu and check the categories you want to read. The tool’s drag and drop user interface makes it easy to move blocks for planning.

Your schedules also include hourly wages and total expenses for the day, all of which are discreetly at the bottom of the page. We would prefer Paycor Scheduling to highlight these fields a bit as they are easy to miss as the rest of the user interface is colorful and vibrant. Any changes made to the schedule will trigger notifications that are always sent via email but can also be sent via SMS for an additional 55 cents per user. You can also schedule reminders in advance and adjust settings when people receive messages (e.g. a new shift becomes available or an employee is added to a shift). Push notifications can be triggered for the mobile apps for any setting in the system, unlike other tools that limit your push notifications to only what the manufacturer deems appropriate for a push notification.

The software allows you to save all of your layers as templates. This is a nice feature if you accidentally come across a tier configuration that you want to permanently replicate. You can also copy and paste a shift into the next day or week. This feature not only allows you to save the hours and locations as a template, but also copy the employees and their hours if you want to make your copies exactly.

Paycor Scheduling’s coverage is decent but not exhaustive. You get access to billing, planning, employee and location activities, each of which can be generated within seconds of switching to your preferred fields.

Paycor scheduling for mobile apps

Team Chat Widget speeds up communication

One of the additions to Paycor Scheduling that makes perfect sense for staff planning and time recording is Paycor Scheduling’s team chat function. It is available in both the web client and mobile devices. Currently only available to Advanced Plan subscribers, it can be very useful to have Paycor Scheduling Chat available to all users. Paycor Scheduling’s “Team Chat” chat widget simulates the fast and convenient functionality of apps such as Microsoft Teams and Slack and enables team members and managers to quickly send each other messages about planning and shift changes.

Team Chat looks straightforward, but is actually robustly configurable thanks to various authorization levels. Team Chat allows managers to create chat channels and even share links to different file types and document types.

Because Team Chat is designed to be used on desktops, phones, and tablets, it optimizes the user interface for what works best on the device or orientation being used. The best thing about Team Chat is that it’s so easy to use. This is one of the best features of Paycor Scheduling and doesn’t require any training to be used by employees.

A couple of downsides

Paycor Scheduling has a number of drawbacks. For example, unlike other tools in the field that offer a comprehensive list of pre-built templates, Paycor Scheduling doesn’t offer any. Instead, you need to import your existing schedules from Microsoft Excel or a CSV file and then save them as a template if you don’t want to create a new template in the tool itself.

Another problem with the tool is the dependency on ready-made master settings. Because you cannot customize the tool and the fields associated with your employees and their schedules, you cannot add out-of-the-box settings or special requirements for employers and schedules. For example, if you have a truck driver who is allergic to corn, you won’t be able to adjust the tools and schedules to automatically prevent that driver from delivering corn during their shift. In other systems (namely Snap Schedule) you can create as many fields as you want and each of these fields will be taken into account in the automatic scheduling and override of scheduling conflicts.

Final thoughts

Overall, Paycor Scheduling is a force to be reckoned with in shift planning. It’s the cleanest, most modern user interface you will find, and it’s very easy to use. Plus, it’s one of the cheaper products you’ll find. Add in the multifunctional Android and iOS apps as well as a top notch team chat implementation and Paycor Scheduling is a great option for SMBs.

However, the tool is missing some key elements that you can use to automate schedules. Due to this lack of functionality, some companies’ expectations may not be met. In this case, trying the 30 day trial is key to see if Paycor Scheduling can meet your business needs.

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