Overview
Labor Rules define how Labor Optimization calculates staffing requirements based on projected business activity. They allow administrators to configure when labor should be generated, how much labor is needed, and how schedules are created for individual job codes.
Before You Begin
Before configuring Labor Rules:
- Create a Labor Rule Set.
- Add the required Job Codes.
- Select the appropriate Labor Rule Type.
For instructions on creating Labor Rules and Rule Sets, see:
Configure Days & Time
The Days & Time section determines when a Labor Rule is active.
Configure the following:
- Days of the week the rule applies
- Start time
- End time
- Hours before opening or after closing
The timeline at the top of the page provides a visual representation of the selected days and times.
Configure Specific Rules
The Specific Rules section defines how labor is calculated for the selected rule.
Depending on the Labor Rule Type, you can configure settings such as:
- Labor Driver
- Minimum staffing
- Maximum staffing
- Buffer
- Interval Count
- Threshold
- Revenue Centers
- Fixed Hour Multiple
Field Descriptions
| Field | Description |
|---|---|
| Labor Driver | Determines the business metric used to calculate staffing, such as Guests or Sales. |
| Minimum | The minimum number of employees generated by the rule. |
| Maximum | The maximum number of employees generated by the rule. |
| Buffer | Adds additional staffing beyond the calculated requirement. |
| Interval Count | Determines how frequently labor is calculated. |
| Threshold | Defines when calculated labor values round up. |
| Revenue Centers | Limits calculations to selected revenue centers. |
| Fixed Hour Multiple | Defines the staffing ratio used by Fixed Hour Multiple rules. Values support up to two decimal places, allowing more precise staffing thresholds and labor calculations. |
Fixed Hour Multiple
The Fixed Hour Multiple rule supports decimal values up to two decimal places.
This allows you to configure more precise staffing ratios without rounding to whole numbers.
For example, you can enter values such as:
- 1
- 1.25
- 1.5
- 2.75
Decimal values are automatically validated and applied when generating Labor Theory and standard forecasts.
Configure Job Code Settings
Each Job Code can have its own scheduling behavior.
Select the Settings icon next to a Job Code to configure:
- Shift duration
- Minimum and maximum shift length
- Schedule creation method
- Day Part assignment
- Shift start and end adjustments
- Shift creation restrictions
Schedule Creation Method
The Schedule Creation Method determines how shifts are generated for a Job Code.
Available options include:
| Option | Description |
|---|---|
| Default | Uses the site's Forecast Settings. |
| House Shifts | Always generates House Shifts for the Job Code. |
| Bucket of Hours | Generates labor hours instead of House Shifts. |
Allow Store-Level Override
Administrators can allow site-level managers to adjust staffing recommendations for selected Job Codes.
When Allow Store-Level Override is enabled:
- Store managers can modify staffing through Forecast Configuration.
- Overrides cannot reduce staffing below the configured minimum.
- Maximum Staff Overrides cannot be set to zero.
Related Articles
- Labor Rules UI Overview
- Labor Rule Types
- Creating Labor Rules
- Creating Labor Rule Sets
- Generating Labor Optimization Forecasts
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