WFM - Labour Productivity: Configuring a New Location

• Log in to Labour Productivity use the Select Department... drop-down in the top-right corner
• Search for and select the required Location (likely to have been recently created in HR & Payroll)

Fig.1 - Using the Select Department... drop-down
 

• Go to the Settings tab

Fig.2 - Settings tab with Locations and Departments options highlighted

Please note - 'Divisions', as they are referred to in HR & Payroll, are known as 'Departments' in Advanced Schedules and Labour Productivity.

Location Settings
 

• Select Locations from the left-side menu
• Select Edit against the required Location

Fig.3 - Edit Location screen, non-editable fields highlighted

• Name: Location name, taken directly from HR & Payroll
• Code: Accounting system code, taken directly from HR & Payroll
• Postcode: Postcode of the Location (used to populate weather forecasting), taken directly from HR & Payroll
• T&A ID: Time and Attendance ID from POS or T&A Clock. Enter the code as required. If Time and Attendance is not in use this field can be left blank
• Publish Shifts Enabled: If Publish Shifts are enabled for the organisation, please tick the box. This setting can be configured by each Location
• Open Shifts Enabled: If Open Shifts are enabled for the organisation, please tick the box. This setting can be configured by each Location
• Schedule departments as one: Tick this box to see just the one Location in the Select Department... drop-down in the top-right corner of all Advanced Schedules/Labour Productivity pages. Un-tick the box to make all Divisions available from the drop-down.

Updating fields in HR & Payroll
 

• Log in to HR and Payroll and go to HR > Company Admin > Locations
• Select the required Location from the list
• Updated required fields and select Save

Department Settings

Similarly to Locations, Department settings can also be viewed and updated.
 

• In Labour Productivity, select Departments from the left-side menu
• Select Edit against the required Department

Fig.4 - Edit Department screen, non-editable fields highlighted

Fields displayed on the Edit Department page are:
 

• Department Name - taken directly from HR & Payroll
• Location - taken directly from HR & Payroll
• Department Code - taken directly from HR & Payroll
• EPOS ID - the EPOS provider ID used for sending sales data, and is the unique ID used for loading sales/wage budgets for this Department
• T&A Enabled - If the Department uses Time & Attendance, this setting will display the T&A clocks in the Schedule page
• Use Sales Type Grouping – Can be applied if the organisation uses Sales Type Grouping (please see below)
• Alphabetic Staff Sorting – Displays employees in alphabetical order and prevents moving their order in the Schedule page

If the Location setting: Schedule Departments as one is selected, only the first Department of each Location requires configuration.
 
Please note - Referring to other existing Departments' configuration is a good way to ensure the settings being entered are correct and consistent.

Sales Type Grouping

If Sales Type Grouping is in use, Sales Type Groups must be created. 
 

• Log in to Labour Productivity use the Select Department... drop-down in the top-right corner
• Search for and select the required Location (likely to have been recently created in HR & Payroll)
• Go to the Settings tab and select Sales Types from the left-side menu

Fig.5 - Selecting Sales Types from the Settings tab

If the 'Sales Type Group' column has values in it (as per Fig.6), this confirms that Sales Type Grouping is in use.
 

Fig.6 - 'Sales Type Group' column

• To create Sales Type Groups, select Sales Types > Sales Types Groups from the left-side menu
• Then select Create New 

Fig.7 - 'Create New' button for Sales Type Groups

• Create a new Sales Type Group, using naming conventions from an existing Location
• Select Save once complete
• Then select Sales Types from the left-side menu and select Edit against the required Sales Type
• Use the Sales Type Group drop-down to link the Sales Type to the require Sales Type Group

Fig.8 - Linking a Sales Type to a Sales Type Group