Smart Scheduling is currently in BETA and will be available to all customers July, 2020.

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

How to Create New Rules

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

Once the rule us 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.

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 the 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 at 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.

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