Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date.
This article reviews the following:
- Item Setup
- Labor Setup
Item costing issues typically stem from improper setup of items and units, which leads to inaccurate invoices. Use this Wellness Check Workbook to validate UofM, Category, and Purchase Item Setup.
If your organization uses R365 Scheduling, check for the following:
- Employee Status
- Location Record
- Labor Goals- Update each Location's Labor percentage and SPLH goals by using the following reports to determine past performance:
- Burdened Labor - Update burdened Labor (Daily Manager Salary) if any salaries have changed since the last update
- Ensure Manager assignments are still accurate
- Update Labor Goals if needed