To learn more about this feature, view the Custom Labor Forecasting Overview training article.



When Custom Labor Forecasting is enabled, the Scheduler will include a variety of additional features that will shift its appearance. These features include advanced Sales and Labor Forecasts, which are derived from using the Custom Sales Forecasting and Custom Labor Forecasting advanced metrics, respectively, along with the variance of Sales and Labor in both week and day views. Viewing in a day view provides the added benefit of seeing any variance in forecasted versus scheduled Jobs as well as create and view the Schedule based on Day Part.


This article complements the New Scheduling: Schedule Calendar training by reviewing these added features to the Scheduler when Custom Labor Forecasting is used.



Sales and Labor Forecast Header



1) OT Hours - The amount of over time scheduled for the week

2) Fixed Labor Var - The total variance of Fixed Labor Jobs. When negative, the text will be displayed in red

3) Sales - The Sales Forecast for the week (first column) or day (the following columns)

4) Labor - This value is calculated based on the Advanced Metrics settings fund in 'View & Template Options'. These metrics include:

  • Burdened - Labor Estimates are calculated using (Employee Hours * Pay Rate) + All Percentage Estimates (Employee Benefit percentages per the Labor Estimates on the Location Record or when utilizing Departments, on the Department Record, and Management Estimates (including Management Benefits))
  • Unburdened- Labor Estimates are a straight calculation of Hours * Pay Rate for all Employees. No Management Estimates or Benefits included

5) Labor +/- - The difference between the Labor % Goal and Labor %.  Labor % Goal is found on the Location record on the Goals tab (or when utilizing Departments, on the Department Record) where a goal can be entered for labor as a percent of sales for each day of the week.  When negative, the text will be displayed in red 

6) Labor Forecast - The total Labor Forecast for that week (first column) or day (the following columns)

7) Total Staff +/- - The variance between the total Forecasted Labor and the total Scheduled Labor. When this equals zero, a green check mark will appear. Otherwise, the variance will display in red 



A User is given a detailed look into the Sales and Labor data each hour during the selected day's Operating Hours when the view has been toggled to 'Day'. The Forecasts with '$-' indicate that there are no Sales forecasted for the hour, causing no Labor to be forecasted as well. This typically occurs outside of Operating Hours or when a Custom Labor Forecast has not been generated yet. 



Forecasting Tool Tips


Tool tips are provided on the header of the Schedule Calendar to display additional information about Fixed Labor and Sales and Labor Forecasts.


Fixed Labor Variance


When hovering over the Fixed Labor Variance amount, a tool tip will appear that lists the Jobs and the hours that make up the variance between the Forecasted and Scheduled amount of Fixed Labor. Hours will be displayed as fractional hours so as to show an accurate view of the Fixed Labor Variance.



Sales and Labor Forecasts


 
Hovering over the Sales and Labor Forecasts for both the Individual Days and the Weekly Total will display the following information in a tool tip:

  • Forecast- The Forecasted Sales for the day/week . This is hyperlinked to the Monthly Forecast Calendar, which can only be accessed by Users with one of the following Security Roles:
    • Full Access (Primary)
    • Accounting Manager (Primary)
    • Forecasting Admin (Secondary)
    • Forecasting Location (Secondary)
    • Forecasting Approval (Secondary)
  • Forecast Variance - The Actual Sales Variance from the the forecast. This number will be displayed as red if the variance is greater than 5% and green if within 5%
  • Labor Goal - The daily/weekly Labor Goal. This is hyperlinked to the 'Labor Goals' tab of the Location record, which can only be accessed by Users with the following Primary Security Roles:
    • Full Access
    • Accounting Manager



Labor Breakdown by Job



Users who create a Custom Labor Matrix by Job Code will be able to view those Job Code Labor Forecasts individually on the Schedule underneath 'Labor Forecast' for both the Day and Week Views. Therefore, the 'Labor Forecast' total row will display the sum of only the Job Codes that are displayed, and the 'Total Staff +/-' variance row will only compare shifts from the Job Codes that are displayed against this filtered total row. 



Day Parts Setup


From the Calendar Day View, Users can both create and view a Day Part on the Schedule. While Day Parts can also be created and edited from the Labor Matrix Setup window, any updates made from the Schedule Calendar will update the changes made in the Labor Setup window.



The Day Parts selector will display the selected Day Parts above their corresponding hours in on the Schedule Calendar. If Day Parts need to be set up or updated, click 'Configure Day Parts' listed directly under the Day Parts selector. This will open a modal that includes three tabs: Location Dayparts, Dayparts Settings, and Operating Hours.

  • Note: Only Users with one of the following Security Roles will be able to create and/or edit Day Parts for Locations that they have access to:
    • Full Access (Primary)
    • Accounting Manager (Primary)
    • Forecasting Admin (Secondary)



Location Dayparts Tab



The Location Dayparts tab is where custom Day Parts can be created, edited, or deleted. To add a new Day Part, simply click the Add iconand enter in the name of the new Day Part. Any number of Day Parts can be entered as long as each Day Part is uniquely named.


Ensure that all changes made to this tab are saved by clicking 'Save' in the bottom corner of the modal.



Dayparts Settings Tab



The Dayparts Settings tab allows for the hour configuration to be created for each Day Part on each day. To set up Day Part hours, click the Add iconbelow the grid, select the desired Day Part, and then set the Start and End Times for that Day Part. Repeat these steps for each Day Part.


While days can be individually entered by selecting the desired day above the hour configuration grid, a set configuration can be copied to another day by clickingjust below the grid in the right corner.



The 'Copy Day Parts' modal will appear where the User can determine which days should have the same hour configuration. Only the days that have the same set hours as the current day will be listed in the modal.


Once all desired days are selected, click 'Copy'. A confirmation pop-up will appear displaying that the these updates will override any existing setup. Click 'Yes' to apply the changes made. Before saving the modal, ensure that all hour configurations are set for each day.



Operating Hours Tabs



The Operating Hours tab displays the current set up for this Location. Update the Operating Hours as needed and then ensure to save the changes made before reviewing and updating the Dayparts Settings tab based on the new times.