HS Scheduling: Forecast and or Labor Generation Required

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Overview

When scheduling you may see a prompt stating, Forecasting and Labor Generation Required. This indicates your location uses Labor Optimization (formerly Activity Base Forecasting), which in some cases requires a forecast and/or labor to be generated before the schedule can be started.

Identifying when Forecasting and/or Labor Generation is Required

The setting prevents edits to a schedule until one or both of these actions are taken:

• A forecast is generated for the same week on the Forecasting tab
• Labor is generated for the same week on the Forecasting tab

When navigating to a week where these requirements have not been met, these warnings will appear to direct you to the Forecasting tab. 

Fig.1 - Forecasting and Labor Generation Required [select image to enlarge]

 

Edits cannot be saved on a locked schedule until the forecast requirements are met. A similar error message will display if you attempt to assign a shift to an employee on that schedule.

Fig.2 - Warning on shift editor [select image to enlarge]

 

You can review which schedules have these settings enabled on the Store settings page. See HS Store Settings: Schedules (Add and Edit and Inactivate) for more information about that section.

Fig.3 - Store Settings [select image to enlarge]

 

Related Articles

HS Store Settings: Schedules (Add and Edit and Inactivate)