Using the Workload by Day Part page process
The Generate Workload page process provides a way to create and update workload outside the schedule generation process. But the process is a cumbersome way to manage and create workload manually.
The Workload by Day Part page process provides you with a way to group intervals into day parts to allow for easy editing of workload. This process is typically used by locations that do not have productivity standards and automatic distributions for creating and distributing workload based on their forecasted volumes. You can use this process to manually input your desired workload levels. Then the schedule optimization process can staff to these levels.
- Select Scheduling > Schedule Optimization > Workload by Day Part.
- Select the location and start date.
-
Click
Load.
If workload has not been created, the staff requirements options are displayed.
- Select the options needed.
-
Click the
New button in the tool
bar to proceed with creating a workload.
The Workload by Day Parts page is displayed.
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These buttons and fields are available:
- Save Button
- Saves changes. Note that “what if” scenarios can be entered and analyzed without requiring the user to save the changes.
- Previous Button
- Returns you to the selection page.
- Refresh Button
- Refreshes the page with the latest saved values. All unsaved changes are reverted.
- Day Part
- Day part description from the location’s assigned day part
set.
Note: Day parts are loaded in chronological order, starting from the earliest day part in the day. Hidden day parts are not shown in this page.
Not editable.
- Start Time
- Day part’s start time. This field loads the default value
from the day part set. However, you can add a day-specific override by changing
the time and saving this page.
Editable.
- End Time
- Day Part’s end time. This field loads the default value from
the day part set. However, you can add a day-specific override by changing the
time and saving this page.
Editable.
- Duration
- Calculated as the number of hours between the start time and
end time.
Not editable.
- Sales
-
Sales totals for the day part. This information comes from the drivers indicated as “Sales Based”. This field requires a forecast to be generated to view and edit these sales numbers. When updates are made in this page, both the driver’s forecast values and the associated day part automatic type distribution are updated.
Editable.
Used to calculate Sales Per Hour (SPH). See Sales per hour calculation (SPH).
- Hours
- Calculated as the total number of people that are required in
the staff requirements multiplied by the duration of the day part.
Not editable.
Used to calculate Sales Per Hour (SPH). See Sales per hour calculation (SPH).
- SPH
- Calculated as Sales / Hours.
Not editable. See Sales per hour calculation (SPH).
- Staff Requirements
- The staff requirements description for each staff requirement
in the location. This information represents the number of employees that are
required for that staff requirement during the specified day part.
Editable.
- Navigate through the top section of the page using the arrow keys. Editable fields are displayed as editable UI elements when focus is on that cell.
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Drag and drop columns to different locations within the grid.
Changes are stored in a local cookie and persist until the cookie is deleted.
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The Summary table displays these fields:
- Date
- Date from the grid above.
- Current Sales
- Sales totals for that day, updated dynamically as sales information is changed for each day part. This field is not updated with actuals as you move into the week and begin working.
- Current Hours
- Hours totals for that day, updated dynamically as day parts and staff required change throughout the day. This field is not updated with actuals as you move into the week and begin working.
- Current SPH
- Calculated as Current Sales / Current Hours. See Sales per hour calculation (SPH).
- Budget Sales
- Sales budget taken from the imported budget values in SO_PLANNED_VOLUME.
- Budget Hours
- Hours budget taken from the imported budget values in SO_BUDG_PAY_COST.
- Budget SPH
- Calculated as Budget Sales / Budget Hours. See Sales per hour calculation (SPH).
- Variance to Budget – Forecast
- Calculated as current – budget.
- Variance to Budget – Hours
- Calculated as current – budget.
- Variance to Budget – SPH
- Calculated as current – budget. See Sales per hour calculation (SPH).