Record skills and preferences

Contribute to fulfilling careers by considering skills and preferences when assigning work in the system. In addition to attracting and retaining talent, matching skills to work results in higher quality engagements and provides visibility of skill shortages.  

Self-serve assignment

Choose to empower your teams by giving them a say in the work they do. Let people select the work they’d like to be involved in, from unassigned work aligned to their grade, location and business unit. 

Flexible Schedule Changes

Rigid schedules don’t foster a culture of accountability and passion for work. Empower people to suggest changes to their schedules so they are more in control of their careers and work life balance.

Dashboards tailored to you

Personalised dashboards ensure all users of Dayshape; Partners, Directors, Practitioners, and Engagement and Resource Managers, can focus on the information that matters most to them. 

Allocate resources fairly

Dayshape automatically calculates a suitability score for each person, to assist resource managers in assigning work objectively. The option of AI-powered scheduling automatically matches people based on the requirements of the engagement, optimising this process even further. Easily upload your staff skill matrices directly into the system with pre-built templates, or integrate via API. 

Attract and retain talent through people first planning

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People First Planning – Frequently Asked Questions

A people first approach to resource planning aims to provide individuals with more autonomy and influence over their daily work as well as longer-term career development. By considering individual motivations and preferences a people first approach can help to attract and retain valuable talent and contribute to more fulfilling careers. In addition to attracting and retaining talent, matching skills to work results in higher quality engagements and provides better visibility of skill shortages.

Resource scheduling software can be used to support people first planning as it automatically considers skills, traits, and task preferences during the resource scheduling process. Self-serve assignment functionality can also empower your teams by allowing them to select the work they’d like to be involved in, from unassigned work aligned to their grade, location and business unit. Teams can also suggest changes to their schedules, giving them more control of their careers and work-life balance.

Resource management software can help accountancy firms to allocate work fairly by automatically calculating a suitability score for each person. This helps to assist resource managers in the resource allocation process and assign work objectively. Suitability scoring works by automatically identifying the best match of available skills, knowledge, and expertise for the task.

A data-driven approach to resource planning also reduces job selection bias and allows work to be distributed more effectively and fairly across the firm. Ensuring the best match of resource allocation based on skills and availability for the task every time can also positively impact retention by supporting diversity and career advancement.

Implemented correctly, an optimal resource plan can increase efficiency, improve profit margins and positively impact client and employee satisfaction. Using resource management software firms can create optimal resource plans and find the best people for their engagements faster. Resource management software also provides firm-wide visibility of staff in one tool, allowing teams to efficiently and flexibly plan across all engagements, improving utilisation and capacity planning. Automated project controls and alerts can also be used to speed up the process of resolving clashes or prevent them from happening in the first place.

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