Topics started by Chad Evans

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Chad Evans
Beginner
Chad EvansBeginner
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How To Better Understand Employee Work Assignments

As our firm grows, I am beginning to worry about our ability to maintain a good view of staff work assignments.  While Karbon does a great job of managing current work, we struggle to figure out a way to get a more macro level view of staff activity.   I’m specifically trying to tackle the following challenges:Is there a good way to get a wholistic view of who is assigned to each role for each client? Is there a way to get a better understanding of an employee’s work load for the entire year?   In general, how do you manage and shift staff assignments to ensure work is evenly spread among the staff and nobody is overloaded?I really appreciate the feedback!!   I assume this is a challenge many of you all face.  Curious how everyone else manages these issues?

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LD7E
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7 months ago

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