WFM Rotas: Operational Rota Reports

Overview

This article will cover the different types of operational rota reports available in Workforce Management UK (WFM).

Rota Status Summary

Fig.1 - Rota Status Summary

• The rota status summary can be grouped by all locations, areas and any other bespoke groupings required.
• Key benefits include management by exception of:
  • Forecast revenue input
  • Actual sales import
  • Daily rota completion
  • Rota’s ready for review
  • Rota’s submission to payroll
  • Hours and shifts variances from the previous week

Monthly Wage Cost Analysis

Fig.2 - Monthly wage cost analysis

• A dashboard that is run by date range (maximum of 1 month) and consolidates the wage costs of a given location.
• This data is based upon the labour elements defined within the rota Analysis Page.

Weekly Overview Report

Fig.3 - Monthly overview report

• Drill down operation dashboard that highlights:
  • Sales
  • Sales variances
  • Approved labour cost Vs. actual labour cost
  • Approved labour hours Vs. actual labour cost
  • Variances with a traffic lights system for management by exception
• This report can be run by a user-defined group and has the ability to drill down from location level to division and employee level.

Daily Sales Analysis

Fig.4 - Daily Sales Analysis 

• A report focused on sales across the week, showing comparisons of either last year to current year or forecast to actual sales.
• Can be run by a user-defined group and is a weekly report.

Forecast Analysis

Fig.5 - Forecast Analysis

• A dashboard comparing Sales, Labour, LFL against present day, budget and approved forecast with variances.
• This can be run by a user-defined group and by week.

Also See

• How To: Rotas Using Shift Types
• How to: Roll back a Rota
• How To: Add employees to an open rota
• How to: Configure the rota