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Welcome to PlanXpress

Workforce Management Dashboard

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Setup & Configuration
Business Units
Configure forecasting segments by team, region, or channel
Customer Settings
SLA targets, service level parameters, and account preferences
Integrations
Connect Aircall queues and map to business units
Hours of Operation
Set operating hours and schedules for each business unit
Planning & Forecasting
Forecasting
Generate and publish 13-week operational and 18-month budget forecasts
Holiday Impact Analysis
Model holiday impact percentages on forecast curves
Import Historical Data
Import historical forecast data from Excel templates
Operations & Scheduling
Scheduling
Multi-skill scheduling with weekly views and relief planning
Employee Roster
Manage employees, teams, and skills assignments
Exception Codes
Manage time-off, training, and exception types
Activity Log
Track system events and user actions
Payroll & Time Tracking
Payroll Export
Generate ADP-compatible CSV exports for biweekly payroll
Payroll Settings
Pay periods, earnings codes, and time rounding rules
Employee Payroll IDs
Map employees to ADP/Paychex/UKG identifiers
Need Help?
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