HS Scheduling: Forecast Templates

Overview

Forecast Templates let you apply multiple schedule templates at the same time. They can also be used to compare your scheduled shifts against your forecast in the Labor Volume panel.

Depending on your organization's configuration, this feature may appear as Forecast Templates or Template Groups.

Open Forecast Templates

1. Open the Scheduling tab.
2. Select Menu > Templates.
3. Select the Forecast Templates tab.

Fig. 1 – Forecast Templates

Forecast Templates

The Forecast Templates page includes the following sections:

 Fig. 2 – Forecast Templates layout

I like using the table instead of the A, B, C, D bullets. It's the same style you've been using throughout the Scheduling rewrite.

Apply a Template Group

To apply a template group:

1. Expand the template group.
2. Review the templates assigned to each schedule and select Apply.

 Fig. 3 – Template Group

Create a Template Group

To create a template group:

1. Select Create a new template group.
2. Enter a Group Name.
3. Select a template for each schedule and select Save.

Fig. 4 – Create Template Group

Compare Labor Volume

To compare a single schedule template against your current schedule:

1. Expand Apply Forecasted Template for a Schedule.
2. Select the schedule and select the template.

The selected template appears in the Labor Volume report, allowing you to compare scheduled shifts with the forecast.

Fig. 5 – Apply Forecasted Template

Fig. 6 – Labor Volume Comparison