This article is written for system administrators.

Use the Labor Modeling dashboard to help your business forecast requirements based on metrics. You can determine the number of required staff based on sales or your own custom metrics that best suits your business. This will empower your business to stay on budget and forecast employees according to demand.

In this article you will learn:

  1. What is Labour Modeling

  2. How to access Labor Modeling

  3. Definitions of terms used

  4. How to create new rules

  5. How to set Operating Hours and how to use them in Labor Modeling

  6. Linear and Range rules explained


1. What is Labor Modeling

Labor Modelling is a useful tool to allow businesses to create rules that automate the scheduling process based on staff requirements and demand. You can now use Labor Modeling to save time on manually calculating the number of employees needed. All of this is done in Labor Modeling, as it’s calculated on various metrics for you set out for your business.

2. How to Access Labor Modeling

From the Schedule tab click the 'Stats' and then select 'View business insights'. The Summary view is the default view.

On the left hand side you’ll find labor modeling with the other metrics that can be used for business insights.

3. Definitions of Terms Used

  • Labor Model - Enter rules to help determine your staffing requirements for each area based on your metrics

  • Manager Forecast - Enter manual forecasted sales data based on manager’s expertise and calculation

  • Forecast/Deputy Forecast - An automatically calculated forecast based on past sales trends

  • Actual/Actual Sales - are real business sales that have been entered manually or automatically through an integration

  • Required Staff - Predicted number of staff required based on metrics and rules

  • Rules - A set of minimum and maximum requirements for required staff for an area

  • Linear - A simple type of rule that allows you to set up a minimum and maximum of required staff

  • Range - A granular type of rule that allows you to set up a minimum and maximum of required staff

  • Operating Hours - Time range entered in location settings to determine your employee’s working hours

4. How to Create New Rules

There are two ways to create a Labor Model that will predict the number of staff you’ll need for your business using either:

  • linear

  • range

To create a new rule, click 'Labor Model' and then select 'New Rule'.

The new labour rule model will appear and give the option to select the 'Coverage' as either 'Linear' or 'Range'.

Then select the 'Area', 'Metric' and designate the details of the new rule. Be sure to click 'Save' to ensure the new rule is saved.

5. How to set Operating Hours and how to use them in Labor Modeling

Operating hours in Location settings is where you set the hours that your business operates each day of the week.

It’s easy to set up Operating hours for each of your business locations.

Operating hours can be found in ‘Locations’, under the ‘General’ tab.

From this view, you’ll be able to set up the operating hours for the location selected.

To mark a day as closed, unselect the checkbox and this will automatically mark the day as closed. Marking a day as closed doesn’t prevent you from scheduling employees or adding sales data.

Setting up operating hours for this location here will be reflected:

  • when scheduling employees,

  • processing leave requests and

  • within the labor model.

For each type of labor modeling rule you also the option to apply the rule:

  • any time

  • within operating hours

  • within operating hours with a customised buffer to opening and closing times.

6. Linear and Range Rules Explained

Linear

The linear rule is a simple way to set up the minimum and maximum amount of required staff for a location based on a metric.

In this example, we are using the 'Main Floor' area and 'Sales (Forecast)' Metric.

An example you may want to use is, for every $x of sales per hour, add 1 required staff (this example is to the area 'Main floor') with a maximum of 3 employees and a minimum of 1 employee to the 'Main floor' area.

Example: Based on forecasted sales not actual sales

8am - $0 - Deputy will recommend 1 required staff
9am - $80 - Deputy will recommend 1 required staff
10am - $125 - Deputy will recommend 2 required staff
11am - $220 - Deputy will recommend 3 required staff
12pm - $400 - Deputy will recommend 3 required staff. This is the case because we set up a maximum of 3 employees in this area.

Range

Range is great for more complex metrics or requirements, where your business would require granular and more precise required staff with a range of data.

In this example, we have used the range of $0 - $50 of 'Sales' per hour must have 1 employee (similar to the Linear’s minimum required staff) to work in the area 'Main floor'.

Range is great for more complex metrics or requirements, where your business would require granular and more precise required staff with a range of data. An example of this could be for the range of $0 - $50 of sales per hour must have 1 employee (similar to linear’s minimum required staff) to work in the area Main Floor.

Example: Based on forecasted sales, not actual sales

8am - $0 - Deputy will recommend 1 required staff
9am - $80 - Deputy will recommend 2 required staff
10am - $125 - Deputy will recommend 2 required staff
11am - $220 - Deputy will recommend 3 required staff
12pm - $410 - Deputy will recommend 4 required staff
1pm - $475 - Deputy will recommend 4 required staff. This is the case because we set up any forecasted sales of $401 or above will have a maximum of 4 required staff in this area.

Range allows you to add as many steps as needed to accomplish your staffing requirements based on sales or any custom metrics.

For help with Labor Modeling please get in touch with our 24/7 support team.

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