3B WFM

The hub-and-spoke workforce platform - built for millions of shifts.

One scheduler at the centre. A candidate mobile app, a biometric time-clock and a self-service client portal as the spokes. Every booking checked by a 318-rule compliance engine - UK AWR, California FLSA, statutory rest, travel time, ghosting risk, fair distribution. All on Salesforce. And as of Version 11, VMS ships inside WFM - vendor management included, not sold separately.

Book a demoSee the scheduler

Built for scale

One scheduler. Millions of data points. Zero spreadsheets.

Recruiters work in a flexible, contextual shift planner that surfaces compliance, availability and client rules at the moment of decision. Bulk-book hundreds of shifts in seconds. Pivot the swimlanes by worker, site or job. Match candidates to shifts - or shifts to candidates - with one engine. See every team change instantaneously.

ScheduleBookInviteBulk operateReal-time collabPivot · worker / site / job

The Scheduler · the hub

A planner that thinks in compliance, not just calendars.

Search, match and book in one surface. Filter to narrow the data. Pivot the swimlanes - every row a worker, every row a site, or every row a job. Each shift is checked live by the compliance engine - errors are stamped on the shift as a badge. Click the badge to see the alerts, fix the issues, then book.

  • Pivot the view- by worker, site or job. Every swimlane redraws in milliseconds.
  • Compliance badges on every shift- distance, certificates, statutory rest, ghosting risk and 314 more rules.
  • Bulk operations- book hundreds of shifts, broadcast invitations, replicate weeks, all in one action.
  • Real-time collaboration- every recruiter sees every change the moment it happens.

Search & Match · the compliance engine

318 rules. Two-way matching. One score per candidate.

The same engine powers the recruiter scheduler, the candidate mobile app and the client self-service portal. Match candidates to shifts - or shifts to candidates - and see every business, legal and preference rule weighted into a single score.

Time & rest

UK AWR, California FLSA, statutory rest, consecutive-day caps, 11-hour break enforcement and per-Trust overrides.

Reliability

Lateness, no-call-no-shows, late-notice cancellations and history of leaving shifts early - scored on a rolling window.

Commute

Live travel distance and time via Google Maps. Predicted traffic at clock-in. Hard-cap commutes per client policy.

Credentials

Site induction, licenses, DBS / background checks, CPR - every certificate validated through end-of-shift.

Engagement

Acceptance rate, response time and ghosting risk - penalises candidates who consistently ignore invites.

Fair distribution

Spread shifts across the bench so the candidate pool stays warm. No-one gets all the work - no-one gets none.

Preferences & blocks

Client-blocks-candidate, candidate-blocks-client, preferred-only lists and skill affinity - both sides honoured.

Cost optimisation

Project overtime, weekend premiums and travel reimbursement so the cheapest compliant candidate surfaces first.

Candidate mobile app

A branded mobile app for every WFM client - unlimited and unmetered.

Built on theDigital Experience Builder- installable from a link as a PWA, distributed under your brand, on iOS and Android. Compliance, credentials and onboarding documents flow back to the same Salesforce record from3B Onboarding.

Clock in & on-shift

Clock in, report breaks, drop a patrol pin.

GPS-tracked clock-in inside a geo-fenced perimeter. Live elapsed-time tracker. Tap once to drop a patrol checkpoint - proof-of-presence streams back to Salesforce in real time.

Availability

Set availability - once, repeating, or by exception.

Mark days available, unavailable or partial. Repeating rules: every Tuesday, every weekend, every other Friday. Booked days are read-only - candidates can’t accidentally double-book themselves.

Shift invitations

Accept, decline or counter - in three taps.

Push notification lands the moment a recruiter (or the engine) sends an invitation. Pay rate, distance, predicted travel time and match score - all surfaced before the candidate decides.

Job board · open shifts

Self-serve the long tail - candidates pick up open shifts.

Tap a day to see every open shift the candidate is compliant for - only those. Pay, distance and match score on every card. Recruiter coordination overhead drops to zero on the long tail.

Shift swap & release

Release a shift back to the bench or swap directly with a compliant teammate - both sides re-checked by the engine before the swap commits.

Schedule view

Future and past shifts on one timeline. Tap to view site directions, attached briefings, dress-code notes and assessments due before clock-in.

Compliance & credentials

Expiring documents and outstanding onboarding tasks surface inline - fed by3B Onboardingso the candidate never books a shift they’re no longer cleared for.

Time Clock · the wall-mounted terminal

Eliminate clocking fraud. Capture the punch even when the internet is down.

A PWA installed on a standard iPad, mounted at the entrance of a hospital, factory or warehouse. Biometric face recognition replaces buddy-punching. Offline-first - punches buffer locally and replay to Salesforce the instant connectivity returns. Job-costing pick-lists, attestations and barcode scanning configurable per site.

  • Lightning-fast facial recognition- sub-second match. Worker walks past the iPad, the punch is in.
  • Offline operation- no internet, no power, no problem. Punches buffer locally and sync the moment connectivity returns.
  • Multiple identification methods- face, PIN, QR code, access card, barcode. Workers fall back automatically.
  • Configurable data capture- job costing, project pick-lists, cost-codes, barcode scanning, attestations and sentiment.
  • Break enforcement- block clock-back-in until the statutory rest period has elapsed. Wage-theft litigation, prevented.
  • Standard hardware- runs on any iPad with iPadOS 14+. Scale from one terminal to hundreds without proprietary kit.

Timesheets · submission & approval

From clock-in to invoice - without re-keying anything.

Timesheets pre-populate from biometric clock-in events. Candidates only correct exceptions. Clients review daily, weekly or monthly. Approvals trigger payroll and invoicing - all on the same Salesforce record.

Candidate

Submit a week in 30 seconds.

Daily, weekly or monthly cadences. Mobile or desktop. Auto-filled from Time Clock punches - candidates only correct what’s wrong.

  • Pre-filled rows are read-only · candidates correct exceptions only
  • Mileage & parking expenses attach with one tap
  • Receipts photographed in-app · auto-OCR’d to expense lines
  • Submission triggers the client review & payroll pipeline
Client

Approve, reject or query - in bulk.

Clients review submitted timesheets and biometric clock-in events from the branded portal. Bulk-approve everything that matches the schedule and the clock-in record. Query a row, ping the candidate, log the resolution - all in one place.

  • Daily, weekly or monthly review cadence
  • Bulk-approve matched rows · query the rest
  • Approvals trigger payroll & invoicing automatically
  • Full audit trail · exportable for finance & legal

Client self-service scheduler

Hand the calendar to the client - without losing control.

A branded, self-service portal where clients create shifts, search the candidate pool, book, cancel and track status. Every booking inherits your compliance rules - clients see the same compliance engine the recruiters do, but they never bypass it. Recruiter coordination overhead drops; client autonomy rises; agency oversight stays intact.

  • Create shiftswith role, cost-code, ward and rate.
  • See the live compliant pool- same engine, same rules, no overrides.
  • Broadcast or single-invite- your call, configured per client.
  • Cancel, reschedule, track statuswith full audit and cancellation-charge automation.

AI Import · powered by 3B AI

Drop in any rota - email, PDF, Excel, CSV, even a photo - and walk out with shifts.

A guided wizard turns whatever a client sends into structured shifts and timesheets, ready for review. Pick an instruction-set template, upload the file, watch a sequential agent pipeline parse and validate it, then check the result in an Excel-style grid before it lands in Salesforce.

The innovation

Parse anything - in plain English

Email body, PDF rota, Excel sheet, CSV export or a phone-camera photo of a paper schedule. Describe the structure with natural-language instructions on the template; the Generalist Agent reads the source and maps it to the schema. No regex, no per-client integration, no code.

Sequential agents extract and validate

A Generalist Agent extracts. Auditor Agents queue behind it, each one re-reading the original source plus the running JSON and refining the result. Provider-agnostic per agent - mix Claude, Gemini and OpenAI in the same pipeline. Live token, cost and latency telemetry.

Human-in-the-loop, Excel-style

Lookups auto-resolve in green. Conflicts and ambiguous matches surface red. Drag-fill across cells to replicate values. Click any confidence score to jump back to the exact cell, page or paragraph in the source file - full provenance on every record before it commits.

NewVersions 9, 10 & 11

Three major releases. One much bigger WFM.

The last three versions rebuilt the scheduler experience, hardened the compliance and matching engines, and folded an entire product into the package.

The headline · Version 11

VMS is now bundled into WFM.

Vendor management is no longer a separate purchase. Every WFM licence now includes the full3B VMS- requisition broadcast, sub-vendor invitations, candidate submission and review - plus the new Light Time Interpretation Engine for pay and bill. One package, one data model, one compliance engine across your own bench and your vendor network.

Full VMS included

Requisitions, sub-vendor broadcast, candidate review - inside the WFM package.

Light Time Interpretation Engine

Pay and bill interpretation for vendor-sourced shifts, out of the box.

One compliance engine

The same 318 rules run against internal and vendor candidates alike.

V9 · V11

Working Patterns & long-term bookings

Define repeating working patterns and generate whole schedules from them. The new Booking Request mechanism manages long-term engagements - not just shift-by-shift.

V10

Advanced filtering, everywhere

Admin-defined filters with multiple input types and Google Address autocomplete - on shifts, requests and resources. Matching rules can now eliminate non-compliant candidates outright.

V10

A faster, smoother scheduler

Upgraded scheduler internals, double-click shift creation, a smarter lasso, configurable slot widths and flicker-free pop-up forms. Compliance and matching are faster and more stable.

V10 · Mobile

Calendar-style availability

Candidates set availability on a 31-day calendar - one tap for available, two for unavailable, tap-and-hold for custom. Matching rules can now show candidates why they do or don't qualify.

V11 · AI Import

Paste anything, import everything

The AI Import tool now parses copy-pasted content - VMS emails, client emails, anything - and auto-creates Import Instruction Sets from sample data. Field ordering included.

V11

Batched push notifications

Broadcast to hundreds of compliant candidates without melting their phones - invitations batch intelligently, and app-wide security hardening ships across the board.

Also included

The rest of the WFM stack.

Beyond the scheduler, the mobile app and the time clock - the connective tissue that makes a 10,000-shift week run itself.

Bulk operations

Replicate weeks, broadcast to compliant pools, cancel a whole site, swap a shift across hundreds of candidates - all in one action, all logged, all reversible.

Shift swap & release

Candidates release shifts back to the bench or swap directly with a teammate. Both sides re-checked by the compliance engine before the swap commits.

Real-time collaboration

Built on Salesforce Streaming. Every recruiter sees every shift, every booking, every status change the moment it happens - across regions and time zones.

Geo-fencing

Configurable site perimeters. Workers can’t clock in from the parking lot down the street. Geo-fence alerts on early departures and unauthorised site changes.

Multi-language & theme

Candidate app ships in 14 languages out of the box. Light / dark theme. Branded per WFM client - your colours, your logo, your domain.

An ecosystem you can plug into

50+ integrations and a partner network ready to ship

Pre-built integrations with leading ATS platforms, background-check providers and digital identity services - backed by hands-on implementation partners across every region.

ATS Partners

Bullhorn
Seven20
Asymbl

Implementation Partners

Voxd
1218 Global
Parqa
HelpStone
Nuuco

Background Checks & Verification

Universal Background
KarmaCheck
Amiqus
Yoti
Flare
3rd Degree
"We replaced four point solutions with 3B and cleared an entire integration project off our roadmap. Our recruiters now run shift planning, onboarding and compliance from a single Salesforce workspace."

COO, Global staffing agency

120k+ shifts orchestrated annually · UK & Europe

Ready when you are

See WFM run a 10,000-shift week - live.

Bring your trickiest scheduling scenario. We’ll show you the planner, the compliance engine, the candidate app, the time clock and the client portal - together, on real Salesforce data.

Book a demoTalk to sales