Every organization takes a different approach to workforce management, whether through spreadsheets, a combination of various apps, or workforce management software. For accounting firms, having an organized system for managing team schedules, work locations, and employee information is essential to keeping operations smooth.

However, workforce management is more than tracking hours or logging attendance. It’s about having everything you need to understand and support your team right at your fingertips.

Having a unified practice management software with a workforce management feature allows you to:

• Organize detailed employee information
• Keep track of employee performance, health care, certifications, etc.
• Simplify office space scheduling and attendance planning
• Save time on admin tasks by having all information in the same place

Introducing Uku’s Workforce Management Feature for Accounting Firms

We are happy to announce that Uku’s accounting practice management software has a new feature: workforce management. Managing remote, in-office, or hybrid teams is now easier than ever with Uku.

Uku’s Workforce Management Feature Specifics

All-in-One Employee Profiles

Thanks to standard and custom fields, employee profiles now have more details than before. Track essential information, from contact info to department, certifications, and skills.

Add custom fields like contract dates, software proficiency, health check reminders, or assigned equipment. Track essential information like contact details, departments, skills, certifications, performance metrics, contract start dates, software proficiency, health check dates, and assigned equipment With all this information in one place, the HR department has a much better overview of employees individually and as a group.

For example, you can filter out employees who must get the mandatory health check this quarter or see what equipment the leaving employee holds.

Built-in Note-Taking

The new workforce management feature includes an easy note-taking feature, so it’s easier to keep essential updates or conversations within each employee profile. Attach notes directly to employee profiles for quick reference. Important conversations, performance reviews, onboarding progress, and policy documentation can also be logged. 

One-Click Office Attendance Tracking

If your firm operates with a hybrid team, Uku’s workforce management feature lets employees log their work location.

There are several different ways to enter the location where you’re working at the moment—on your dashboard, under a task, or even by separating time entries by remote or office work.

As with many other features in Uku, office attendance tracking is automated and works through IP addresses. This feature automatically identifies whether employees work remotely or in the office based on their location. It makes planning meetings, managing office space, and seeing where your team works easier.

Comprehensive Flextime Reporting

Flextime reporting gives you a clear view of your team’s worked hours, expectations, overtime, and vacation balances. This report combines actual and agreed-upon hours to see if employees are under or over the expected work hours.

You can also compare planned versus actual office time to understand how location affects your team’s profitability.

Flextime is available for everyone, but users with the Elite plan have customizable settings for expected working hours, which allows for more precise tracking for individual employees or special agreements.

Workforce Management Software for a Smoother Accounting Firm Management

Adding the workforce management feature to your Uku makes human resources management in your accounting firm significantly more effective. Every detail about your team’s information and schedules, whether in an office or remotely, is easily accessible. Managers can save time by avoiding manual work and focusing on supporting the team while balancing schedules.

Ready to simplify workforce management? Start using Uku’s new Elite plan with the workforce management feature and see how it can bring clarity to managing your team.

Read more about how to set up Uku’s workforce management app