Labor Forecasting and Schedule Optimization

Classes were created for the Schedule Optimization module to filter generated employee/shift combinations based on employee availability.

Changes were made to Location, Staff Group, and Forecast (Special Days, Forecasting, and Distribution) screens to use Workbrain standard maintenance forms as much as possible. In so doing, the Add/Edit/Delete options have been added to the form and are no longer separate menu items.

In the Schedule Optimization module, a Print button was added to the Schedule screen. It brings up a PDF schedule that can be printed.

A new view was added to the Labor Forecasting and Schedule Optimization module, which enables:

  • A week schedule to be sorted by Department and Employee Last Name
  • A day schedule to be sorted by Department, Employee Last Name, and Start Time

From the Labor Forecasting and Schedule Optimization module, the duration of a shift is displayed beside the employee name rather than only the shift start and end time.

From the Labor Forecasting and Schedule Optimization module, schedule costs (original, edited, and budgeted) are displayed on the Schedule page. Daily costs (original, edited, and budgeted) are displayed on the schedule Intraday view.

From the Labor Forecasting and Schedule Optimization module, schedule scores (original, edited) are displayed on the Intraday view.

From the Labor Forecasting and Schedule Optimization module, actuals from the General Ledger (GL) interface were added. Actual Sales and Actual Payroll data has been added to the Forecast screen.

On the extended Forecast screen, the Manager Final Forecast field and the Manager Final Payroll field are now editable.

From the Labor Forecasting and Schedule Optimization module, a “front” page was created which consolidates all maintenance sub folders into one easy-to-use screen. The screen is titled Schedule Optimization and is accessed by selecting Schedule Optimization from the Table of Contents panel.

A new constraint was added to the Labor Forecasting and Schedule Optimization module. The Use Schedule to Budget constraint is disabled by default.

A new section called Adjust Forecasts by Group was added to the extended Forecast screen. It contains the forecast groups create for the forecasting location and the aggregate forecast values for all locations belonging to the forecast group.

The Forecast Summary report now displays two levels of a selected location, rather than only one.