Please note that some of these features will be rolling out periodically and may not be available yet.

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:

  • What is Labour Modeling
  • How to access Labor Modeling
  • Definitions of terms used
  • How to create new rules
  • How to set Working Hours and how to use it
  • Linear, Range and Minimum rules explained

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.

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 modelling with the other metrics that can be used for business insights. Below are definitions of each.

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
  • Minimum - A simple type of rule that allows you to set up a minimum number of required staff at any time or based on working hours
  • Working Hours - Time range entered in location settings to determine your employee’s working hours

How to Create New Rules

There are three ways to create a Labor Model which will predict the number of staff you’ll need for your business using linear, range or minimum.

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', 'Range' or ‘Minimum’

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.

Once the rule is saved, you’ll need to select the date range you would like to 'Apply' your new rule(s) too. Click 'Apply' when done to apply the new rule.

How to set Working Hours and how to use it

We have improved working hours (previously known as opening hours) in location settings to reflect how your business operates each day of the week.

It’s easy to set up working hours. Working hours can be found in ‘Locations’, under the ‘General’ tab.

From this view, you’ll be able to set up the working 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.

By setting up working hours this will reflect when scheduling employees, leave requests and within the labor model. For more information have a look into the leave management help article. Each type of labor modeling rule will allow you the option to apply the rule within working hours. By selecting this option you’ll be able to add buffers to the open or close times.

Linear, Range and Minimum 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 'Cashier' area and 'Sales' 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 'Cashier') with a maximum of 3 employees and a minimum of 1 employee to the 'Cashier' 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 as we setup 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 'Cashier'.

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 Cashier.

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 as we setup any forecasted sales $401 or above will have a maximum of 4 required staff in this area.

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

Minimum

Minimum labor rule provides an option to set a minimum amount of required staff in an area. An example of this could be that in area ‘Tools’ you always need a minimum of 1 Cashier at any time or within working hours.

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

We would like to hear your feedback regarding Business Insights or Labour Optimisation. Book a 30-minute meeting with us.

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