Setting up locations

  1. Select Scheduling > Schedule Optimization > Setup > Location.
  2. Click Create New Entry.
    The General Setup tab is displayed.
  3. Specify this information:
    Location Name
    Specify the name of the location.
    Parent Location
    Select the name of the parent location using the lookup.
    Team
    Select the team that can access this location using the lookup.
    Define Setup Info
    Select the check box if you want to allow the users in the selected team to define the location setup information.
    Location Type
    Select the type of location using the lookup.
    Schedule Requirement Interval
    Select the forecast interval to use for the location from the drop-down list. This interval specifies how time is allocated in forecasting, based on the level of detailed volume information available. For example, Point of Sale information captured every 30 minutes creates a 30-minute interval.
    Start Day
    Select the default start day of the week for the location from the drop-down list. This selection is used for display purposes. The specified value indicates where the schedule display starts. For example, Monday.
    Internal Type
    Select a category for the location from the drop-down list. Select Store for the locations that perform scheduling and forecasting. The Department internal type is used for all locations underneath the store. Any corporate or other high-level locations can be set to the Corporate internal type.
  4. Optionally, select the rounding rule to be used with this location from the Staff Rounding Rule lookup.

    Rounding rules are optional and are only applied at the department level. If no rounding rules are selected, the system always rounds up when calculating workload.

    Customization options are available for rounding rules through the Enhanced Rounding Rules feature, which became available in 2024. Before performing any configuration for this feature, review important information about the feature. Rounding rules

  5. In the Hours of Operation section, select one of these options:
    • Same as parent: Assigns this location's parent location hours of operation. Or, use the Offsets from parent location hours fields to specify offset hours. These fields are displayed when you selected this option.

      Specify the amount of time by which this location’s hours are offset from the parent location hours. For the open and close times, enter a time value in the Open field. Then select if the time is earlier or later than the parent’s time from the hours menu. For example, if the parent location opens at 10:00 AM, but the downtown location opens at 11:00 AM, the offset value for the Open time would be 1.0 hours Later than parent location.

    • Select defined sets: Assigns this location hours that have been already defined in the system. The Defined Sets fields are displayed.

      Select an hour set from Hours of Operation Set menu. Then specify the first and last days for the range of days that are to use the hour set. Click Add to additional hour sets. For example, you can specify hour sets for weekdays and weekends.

    • Always use defaults: Assigns this location to use the default set of hours, as defined below.
  6. In the Staff Offsets section, specify the number of hours that employees should be scheduled before the hours of operation in the Open field. Specify the number of hours employees should be scheduled after the hours of operation in the Close field.
    Note: See Staff offsets for more information.
  7. If different staff offsets are required for specific days of the week, see Specifying staff offsets for days of the week.
  8. Click Save.
The location is created. You can now add forecasting information and staffing requirements.