Overview
The Scheduling tab is where future schedules are created and forecast hours are updated to actual hours each day,once the week starts.
For a list of all available Advanced Scheduling articles, please visit: WFM - Advanced Scheduling: Getting Started
Process
The current week’s schedule will display.
Fig.1 - The Schedule tab
The Schedule tab is broken down into two sections: Schedule by Budget figures, and the Schedule itself.
The Schedule by Budget section displays the wage cost for each day and is updated with daily sales figures. Wage Budgets are displayed in monetary (£) and percentage (%) values. Until sales are completed, the variance in £ and % is based on the budget and will update to the sales at the end of each night. This will also update the Weekly Total values.
Beneath the Schedule by Budget section is the Schedule itself. Initially the display will be for all departments, and as such will show all team members within the site.
Fig.2 - The Schedule, with Areas and Roles drop-downs indicated
Any Holidays & Absences created in the HR Module will appear on the Schedule on the relevant days.
Creating Shifts
Fig.3 - Selecting a day and Start/End Time
Once the Start/End Times have been entered, the shift saves.
The weekly total number of hours are shown at the bottom of the scheduling screen. This is a forecast when looking to the future, and will change to actual numbers when looking at weeks that have passed. Individual employee hours and costs are also displayed here.
The final option within Settings is Freeze Graph.
By default, the Schedule by Budget section will be displayed at all times when creating a schedule.
Fig.4 - Schedule settings
Notes entered on the shift will be viewed when hovering over the shift.
Templates can be saved and uploaded to make the scheduling process quicker. For instance a Christmas week can be saved and uploaded each year. Employee holidays and absences will not be included in the Template.
The Scheduling tab is where future schedules are created and forecast hours are updated to actual hours each day,once the week starts.
For a list of all available Advanced Scheduling articles, please visit: WFM - Advanced Scheduling: Getting Started
Process
- Select the Schedule tab from the dashboard
- Users with access to more than one, need to select the required location from the drop-down before going to the Schedule tab
The current week’s schedule will display.
Fig.1 - The Schedule tab
- Move to future weeks by selecting Next Week, or by using the calendar icon to move to the date required
The Schedule tab is broken down into two sections: Schedule by Budget figures, and the Schedule itself.
The Schedule by Budget section displays the wage cost for each day and is updated with daily sales figures. Wage Budgets are displayed in monetary (£) and percentage (%) values. Until sales are completed, the variance in £ and % is based on the budget and will update to the sales at the end of each night. This will also update the Weekly Total values.
Beneath the Schedule by Budget section is the Schedule itself. Initially the display will be for all departments, and as such will show all team members within the site.
- Drill down into finer detail with the Areas and Roles drop-downs, as required
Fig.2 - The Schedule, with Areas and Roles drop-downs indicated
Any Holidays & Absences created in the HR Module will appear on the Schedule on the relevant days.
Creating Shifts
- To create a shift, select the day next to an employee
- Enter a Start and End Time
Fig.3 - Selecting a day and Start/End Time
Once the Start/End Times have been entered, the shift saves.
- To remove or edit the shift, select it and make the necessary changes
- To create split shifts, repeat this process selecting the space beneath the shift already entered. Start and End Times cannot overlap
The weekly total number of hours are shown at the bottom of the scheduling screen. This is a forecast when looking to the future, and will change to actual numbers when looking at weeks that have passed. Individual employee hours and costs are also displayed here.
- Employee order can be changed by dragging and dropping as required
- Select the Settings button (below the demand graph) to see additional options when creating a schedule
- The default for shift setting is to copy and paste shifts. Copy Shifts, when selected, allows for shifts already on the rota to be copied. This can be done across team members and job titles
- Selecting Move Shifts allows for shifts to be moved from one employee/day to another
The final option within Settings is Freeze Graph.
By default, the Schedule by Budget section will be displayed at all times when creating a schedule.
- If Freeze Graph is un-ticked, when scrolling through the schedule the graph will remain at the top of the page. This allows for more employees to become visible whilst scrolling through the schedule
Fig.4 - Schedule settings
Notes entered on the shift will be viewed when hovering over the shift.
Templates can be saved and uploaded to make the scheduling process quicker. For instance a Christmas week can be saved and uploaded each year. Employee holidays and absences will not be included in the Template.
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