Presentation on theme: "E2 Management Suite Employee Scheduling & Sales Forecasting."— Presentation transcript:
E2 Management Suite Employee Scheduling & Sales Forecasting
Sales Forecasting Sales Forecasting consists of 3 major functions: Daily/Weekly Forecast Staffing Chart Sales Analysis
Daily Forecast- Key features Sales Forecasting Sales Average: The average of up to eight previous days worth of sales data broken down on a 24-hour timetable. Average is calculated based on sort method, and selected days within that method. Min/Max Staffing Based on Chart: Lists Minimum and Maximum number of employees needed based on the Sales Average amount and the $ entered into the Staffing Chart. Projected Manhours Based on Productivity: Estimates the number of needed Manhours based on a set Productivity $ Amount. This amount can be edited in Setup. Date Range: Gives the ability to custom select days for the Sales Average. Weather information, Temperature, and Comments are all populated from the EoD for the selected Day (or entered Manually) and allow the user to select/deselect a day that may reflect out-of- the-ordinary Sales Data.
Special Event and Holiday Setup Allows the user to select/deselect preset Holidays/Special Events, or create their own Special Events. This option allows the user to add a specific % to the Sales for that Holiday or Special Event. Example: If a forecast day is Christmas, and Christmas is selected in this option, then the Forecast will calculate based on the last 8 Christmases, while adding the +% (if applicable).
Weekly Forecast – Key Features To expand the cells, and view the selected Projection Dates for the Day in question, click [+]. This will list each day in the Projection Week, while also listing the dates selected for that days individual Projection. Weekly Forecast provides projections for a selected week, while maintaining the sorting options of the Daily Forecast for each date in that week. Weekly Forecast provides the ability to view a full week of daily sales forecasts in one view. The productivity goal is adjustable for each individual day of the week respectively. The forecast shows information about Sales projections, Staffing projections, as well as Man-hour projections based on Productivity.
Staffing Chart The staffing chart will provide the ability to select a minimum and maximum staff and a minimum and maximum sales amount. This will allow the Daily Sales Projection to recommend a minimum and maximum number of employees needed, based on the Sales Average for that day. Employee scheduling can be based on this chart, if desired.
Sales Analysis – Key Features Sales Analysis allows the user to view a daily breakdown of Projected Sales/Actual Sales Variance, Projected Man Hours/Actual Man Hours Variance, and the Employee Schedule for the selected date. All information is calculated by hour. Projected Sales: Mirrors the Daily Forecast Actual Man Hours: Actual Man Hours calculated based on the Timeslots listed in the Timesheet. Sales for the date selected. Actual Sales: Reports the Actual Hourly Sales for the date selected. Actual Sales updates at the End of Day Sync. Sales Variance: Reports the variance amount between Projected Sales and Actual Sales for the date selected. Man Hours Min: Based on the Staffing Chart, provides the minimum recommended number of Man Hours based on each hours Projected Sales. Man Hours Max: Based on the Staffing Chart, provides the maximum recommended number of Man Hours based on each hours Projected Sales. Actual Man Hours: Actual Man Hours calculated based on the Timeslots listed in the Timesheet. Man Hour Variance: Reports the variance between the Man Hours from Man Hours Min/Max Projection and Actual Man Hours worked based on the Timesheets.
Sales Analysis Lists employee times based on the Timesheets
Updated Version This is how the Sales Analysis looks in the new builds. Colored fields are hours that they were scheduled to work Numbered fields are hours that they actually worked This is a Change not a Blown Template!
Labor Scheduling Labor Scheduling consists of 4 Key functions: Daily Schedule Availability Weekly Schedule Position Chart
Sales Forecasting Employee Schedule -Daily Schedule – Key Features Assigned Positions determine the color of the timeslots Employee Scheduled Times are entered here Total Projected Sales Indicator Scheduled Man Hours and Labor Wages are computed based on the schedule. The Daily Schedule reports Projected Sales and Man Hours, but also allows the user to create a schedule for the selected date. Each employee can be assigned a position, listed in the Position column, which is color-coded for easy viewing.
Daily Schedule – Setup Navigation: [Edit] > [Application Settings] > [Scheduling Setup] Night shift starts at: Allows the user to set the Night Shift starting time. If used in conjunction with the Sort in Daily Schedule option Day, Night Shift, allows the Daily Schedule to be sorted according to the Day/Night Shift, rather than by slot. Alert when scheduled WTD Hours: Allows the user to flag any timeslot for an employee that is approaching Overtime while creating the schedule. Flags with XX Display in Military Time: Allows the hourly cells in the Daily Schedule to be displayed in Military Time. Show Grid Line in Daily Scheduling: Toggles the Grid Lines for the hours in the Daily Schedule. Alternate color on even row: Displays even rows on the Weekly Schedule in alternating colors…for ease of viewing.
Daily Schedule – Setup Navigation: [Edit] > [Application Settings] > [Scheduling Setup] Based on Staffing Chart: Allows the Projected Forecast to recommend Min/Max employees based on the Staffing Chart settings. Based on Productivity: Allows the Projected Forecast to recommend Min/Max employees based on a Productivity $ Amount. View Single Parameter: Allows the user to select viewing either the Man Hours Min or Max line, rather than both on the schedule. Position Chart: Allows the user to assign the colors to each of the positions for the scheduled slots and the Position Chart. Use: Right Click the desired position to select its associated color. Sort in Daily Schedule: Allows the user to sort the Daily Schedule by SSN, Position, or Shift (requires Night Shift start to be set) Sort in Employee List: Allows the user to sort the Employee list by Name or SSN. Capable Working Hours: Track employees who are less than: Allows the user to flag Under Age employees with XX when assigning a schedule. And, Limit to: Allows the user to limit the # of hours Under Age employees can be assigned. Flags with XX And, Dont schedule: Allows the user to limit the ending time of Under Age employees. Flags with XX. Note: When assigning Employee Times, the WTD (Week to Date) hours will increment as the schedule for that employee is made. This allows easy tracking of Overtime for each employee being scheduled.
* Creating a New Daily Schedule Features of Scheduling Module Note: Each hour is broken into (4) 15-minute increments for scheduling. Note: XX through an employees timeslot indicates that either the employee is unavailable (based on Availability option), or they are Under Age as indicated by the Application Settings. * Saving a Daily Schedule as a Template * Loading a Schedule Template * Deleting a Current Schedule * Deleting a Schedule Slot * Assigning a Position *Copying a Schedule * Moving a Schedule *For both Daily and Weekly Position Scheduling Charts Instructions for all of these features can be found on the Help Desk Site in your LSSF User Guide.
Position Chart – Key Features Position Chart allows the user to schedule employees for a week, based on Position in the location. All Daily Schedules set for the currently selected range will display in the Position Chart, and vise versa. Remark: Allows entry of comments about the currently selected Position Chart. Will populate in the Weekly Schedule Report.
Weekly Schedule – Key Features Lists Timeslots by Clock Code (CC) and Position (PO) for each Employee for the selected week Remark comments entered in on Position Chart Lists Total Scheduled Weekly Hours for the selected week Expands/Collapses display Weekly Schedule – Setup No additional setup is required for the Weekly Schedule… all slots are scheduled in the Daily or Position Chart.
Availability – Key Features Availability Options allow the user to set times during which an Employee is NOT available to work. This can be done on a recurring or special basis. Recurring Events would be set and would automatically reoccur until deleted (Example: An Employee has school every Tuesday/Thursday from 8am-Noon). Vacation or Special Events would be set and would occur only once (Example: An Employee has scheduled a vacation day or a day off). If Employee Availability is set, and that Employee is scheduled to work, the Daily Schedule will indicate with XX through the Timeslot. Recurring Events Time during which selected Employee is not available for scheduling