EZShift for banks and financial services

Every branch open.
Every counter covered.

Schedule tellers, advisors and service reps across your branches and service centers, with breaks that never close a counter, the right permissions for every manager, and your data kept secure.

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  • Scheduling shift workers since 2005
  • 14-day free trial, no credit card

Trusted by banks and financial companies

Why banking scheduling is different

Branches run on opening hours. People need breaks.

Opening hours, late days and busy counters, with teams split across branches and service centers.

  • Opening hours and peaks

    Mornings, late days and month-end rushes need a different number of people.

  • Breaks without closing a counter

    Breaks spread across the day, so there’s always someone to serve customers.

  • Permissions and security

    Every manager sees exactly what they should, and your data stays protected.

Scheduling rules

Your rules, built into every schedule

Write down the rules once: the law, your agreements and what your branch managers know. EZShift builds the schedule around them and warns you the moment a change would break one.

  • Hard rules are never broken by the engine
  • Flexible rules are weighed, so it knows what to give up first
  • Rules can apply to specific branches, teams, shifts or employees

See all scheduling rules

  • Hard

    At least 2 employees tagged Teller on every opening shift

  • Hard

    At least 1 employee tagged Manager on every shift

  • Flexible

    Prefer employees who were not assigned late shifts in the past 2 weeks

  • Hard

    At least 11 hours of rest between shifts

Breaks management

Breaks that never close a counter

Set break rules for your shifts. Employees choose when to take their breaks within those rules, and the breaks are coordinated so every counter stays covered.

  • Break rules set for every shift and team
  • Employees choose their break time within the rules
  • Breaks coordinated so the counter is never left empty
  • Changes shared with the team immediately

Across your branches

Compare your branches side by side

Head count, hours worked, schedule details and attendance for every branch and service center, in one view. See which one runs over, which one is short, and where people come in late.

  • Head count and positions in every branch
  • Planned against actual hours, branch by branch
  • Schedule details: shifts, staffing and open shifts
  • Attendance details: late arrivals, no-shows and missing clock-ins

Permissions and security

The right access for every manager

Set permission levels for your managers, so each one sees and changes exactly what they should. Your data is backed up, encrypted and handled in line with GDPR.

  • Permission levels from team leader to system admin
  • Each manager sees the branches and teams they are responsible for
  • Stand-in approvers when a manager is away
  • Backups, encryption and GDPR compliance

The employee app

Requests and swaps, without the paperwork

Employees send requests, see their shifts and swap them from their phone. You approve, and everyone is updated at once.

  • Time off and requests

    Employees ask for time off in the app, and managers answer them.

  • Shift swaps

    Employees ask to swap or hand over a shift from their phone, and the manager approves it.

  • Messages

    Send updates to one employee, a branch or everyone, straight to the app or by email.

Questions from banks and financial companies

How does breaks management work?

You set the break rules for your shifts. Employees choose when to take their breaks within those rules, and the breaks are coordinated so every counter stays covered.

Can we schedule branches and service centers in one system?

Yes. Every branch and service center has its own shifts, teams and schedule, all in one system, and you can compare them side by side.

Can we control what each manager sees?

Yes. Permission levels let each manager see and change only the branches and teams they are responsible for.

Is our data secure?

EZShift keeps regular backups, uses encryption and complies with GDPR.

Can I try EZShift for free?

Yes. Sign up for 14 days of full access to all features in the EZ Pro plan. No credit card is needed.

See EZShift on your own branches

Leave your details and we’ll set up a personal demo with your shifts, positions and rules.

  • A personal demo with a scheduling expert
  • Your teams, your rules, your questions
  • Personal, prompt service

Prefer to try it yourself? Start your 14-day free trial

Every branch. Every counter. Covered.

14 days of full access, no credit card needed.

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