September 14th 2023, Release Note: WFM UK | Activity-Based Scheduling: Labour Cost Analysis Report

Summary

Release date: September 14th 2023

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes

What’s Changing?

Introduction of a new onscreen Labour Cost Analysis report.

Reason for the Change

The new report is accessible through the Scheduling page, removing the need to search for the same information in the Rotas module. 

Customers Affected

All Activity-Based Scheduling customers, having the user-level permission 'View Analysis'.

Release Notes 

To access the new report:

• From the Scheduling page, select View > Labour Cost Analysis Report

Fig.1 - Accessing the Labour Cost Analysis report 

The report will display onscreen and show data for a given week.

• To change the week displayed, select the displayed date range and use the calendar date picker

The Labour costs in the report are as follows:

• Sales Budget - Sales budgets that have been uploaded for the department. If using sales types, these are sales budgets that have been uploaded to the system via the Budget Upload page within settings. If using activity drivers for sales then these will be the activity driver budget values loaded via FTP or API

• Forecast Sales - Taken from the Sales Forecasts page

• Actual Sales - Actual sales taken from the Sales Forecasts page. Sales are from sales types or activity drivers which have been configured to be used within the Department's wage cost calculations

• Wage Budget & Wage Budget Percentage - This is the total value allowed to spend based on the loaded wage % target and sales for the day. For example, if the sales are 1000 and the budget is 10% the wage budget will be 100. These are uploaded to the system via Settings > Uploads > Budget Upload

(Sales x Labour Budget % ) = Wage Budget Value

• Total Wage Cost & Total Wage Cost Percentage - This is the Location's actual/forecasted labour cost, taken from the shifts forecast/actual. The wage cost will be calculated from actual sales if available, and forecast sales if not. The wage cost is the total sum of shifts for any given day + an additional labour cost configuration and any configured fixed costs.
  If sales were 1000 and the labour cost was 200, the wage cost sales percentage would be 20%.

Fig.2 - Onscreen Labour Cost Analysis report

For HR & Payroll-integrated customers, the wage cost and and wage cost percentage will be taken from that system.