Workforce Management
Smarter scheduling and real-time workforce visibility
Plan and manage your workforce with clarity from the outset. Build schedules quickly using reusable templates, duplication tools and intelligent suggestions, allowing managers to adapt to changing demand without relying on spreadsheets. Full visibility across teams and locations ensures nothing is missed as operations scale.
Time and attendance is captured in real-time, with employees clocking in through mobile or approved locations, with optional GPS verification where required. This creates a reliable, consistent record of hours, breaks and activity, improving payroll accuracy and giving managers immediate insight into what is happening across the workforce.
Compliance, reporting and operational insight
Workforce Management in 3B is designed to reduce risk while improving decision making. Automated rule checks and alerts highlight potential compliance issues, overtime risks and cost impacts before schedules are finalised, helping teams stay within both legal and budgetary limits.
All workforce activity feeds directly into Salesforce reporting, giving leaders clear visibility into shift coverage, labour costs, overtime and performance trends. These insights help organisations identify inefficiencies, optimise planning and make better operational decisions over time.
Employees can manage availability, view shifts and request time off through self-service apps and portals, reducing administrative workload while improving transparency and engagement. Another bonus is that workforce data also flows directly into payroll and billing systems, such as our key-partnership with 2Cloudnine, removing manual entry and creating a fully connected operational process.
How does this differ from standard scheduling tools
Most scheduling tools operate in isolation. 3B Workforce Management sits directly within Salesforce, meaning your scheduling, compliance, onboarding and reporting all work from the same data model without duplication or integration gaps.
Can it handle high volume, multi location operations
Yes. The platform is designed for organisations managing large numbers of workers across multiple clients, sites or regions, with the ability to scale scheduling, tracking and reporting without losing visibility.
How does it improve payroll accuracy
Time and attendance data is captured in real time and flows directly into payroll systems, removing manual rekeying and reducing errors, disputes and delays.
Will it work with our existing back office systems
Yes. Through partners like 2Cloudnine, workforce data can connect into payroll and billing processes, ensuring your operational and financial systems remain aligned.
How quickly can teams adopt it
Because it sits within Salesforce, teams already familiar with the platform typically adopt it quickly, with interfaces and processes designed to mirror how recruiters and operations teams already work.
shifts logged last year through 3B
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candidates regularly using the platform
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01 Configure your workforce rules
Define roles, skills, availability, compliance rules, pay rates and location requirements once. These rules then guide scheduling and approvals automatically.
02 Build and optimise schedules
Create shifts in minutes using templates, bulk actions or automated suggestions. Managers can instantly see availability, conflicts and cost impact before publishing.
03 Enable time and attendance tracking
Workers clock-in and out via mobile or terminal devices. Hours, breaks and exceptions are captured in real-time and linked directly to the schedule.
04 Manage changes and exceptions
Late starts, shift swaps, absences and overtime are flagged automatically. Managers are alerted before issues become problems.
05 Approve, report and integrate
Timesheets flow through approvals and feed directly into payroll and billing workflows, with full audit trails and reporting at every step.
Who is 3B Workforce Management designed for?
It’s built for organisations that manage shift-based or distributed workforces, including staffing firms and end employers who need accuracy, compliance and scale.
Is this just a scheduling tool?
No. Scheduling is only one part of the platform. Workforce Management also covers time and attendance, compliance, reporting, employee self-service and payroll integration.
Does it work for high-volume or complex environments?
Yes. The platform is designed for high-volume scheduling, multiple roles, locations, pay rules and compliance requirements, without slowing teams down.
How does employee self-service work?
Workers can view schedules, submit availability, request leave and manage shift preferences through simple self-service apps & portals, reducing admin and inbound queries.
Is it compliant and audit-ready?
Compliance checks, alerts and digital audit trails are built-in. This helps reduce risk and makes reporting and audits significantly easier.
Is it Salesforce native?
Yes. 3B Workforce Management runs natively on Salesforce, keeping your workforce data connected to the rest of your exsisting Salesforce operations without complex integrations.
No bolt-on tools.
No duplicated data.
One unified platform.
Workforce Management
Contact 3B Today
Whether you are managing thousands of candidates or complex compliance workflows,
3B AI helps your teams move faster with confidence.
Looking to enhance other areas of your Salesforce platform?
The Studios
To build and customise Forms, Portals and Apps right in your system, so your environment is always up to date, no matter where you embed them
The Core Packages
Check out the 3B pre-built suites. These are our configurable packages which cover our cutting-edge AI options, Onboarding, Workforce Management, inc. time tracking & scheduling and Vendor Management options
