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About

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Planner

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Settings

The Planner tab Settings provides added functionality to better accommodate certain flowed scenarios.

 

Terms and Definitions


   Click the image to see a full size screen shot.

 

Denotes the ShiftDenotes the is > he T non This flag simply disables the truncation of the shift length to the max shift length.This flag is designed to "skip over gaps" in the work distribution. It mostly applies to flowed jobs. A gap means a "0" in the array. 

Load Shift

Defines how labor is allocated during a shift. This selection applies to work requirements that exceed the Maximum Shift specifications you make and denotes where any extra shifts are scheduled.

  • Beginning. Denotes that most of the work is performed at the beginning of the shift.
  • End. Denotes that most of the work is performed at the end of the shift.
  • Middle. Denotes that most of the work is performed in the middle of the shift.
  • Varying. Denotes that the work varies throughout the shift.

Min. Shift

Period Length

Allows you to set time increments for any system-generated shifts. Your choices are 5 minutes, 10 minutes, 15 minutes or 30 minutes. If you set to 10 minutes the system will only create shifts whose shift length is an interval of 10 mins. The system would not create a shift that started at xx:15. This setting can be overridden manually.
Min / Max Shift Lengths

Min. Shift. Denotes the minimum number of hours an employee can be scheduled per shift. State laws, union contracts or property policy will provide this information. If a department manager edits the weekly schedule and schedules an employee for less than a minimum shift, this violation will be listed in

the Hours Variance Analysis. This field overrides any other values that you entered when configuring property, division or department.

Max Shift.

 Denotes the maximum number of hours an employee can be scheduled per shift. State laws, union contracts or property policy will provide this information. If a department manager edits the weekly schedule and schedules an employee for more than a maximum shift, this violation will be listed in

the Hours Variance Analysis. This field overrides any other values that you entered when configuring property, division or department.

Rounding Threshold Below One

Denotes how much work is needed in a shift, for shift lengths to be rounded up to add one person when the projected work is < 1.0. For example, if the projected amount of work at 8:00 is 0.12 and the threshold value is 0.2, no one would be scheduled for the 8:00 shift.

The default value for this is 0.0, which means that no matter how small an amount of work there is in a given period, you will always get one person to cover the work.

Rounding Threshold Above One

Denotes how much projected work is needed in a shift for shift lengths to be rounded up to add one person, when the projected work

is > 1.0. For example, if the projected amount of work at 8:00 is 1.39 and the threshold value is 0.4, one person would be scheduled for the 8:00 shift.

The default value for this is "0.2".

Generate Long ShiftsDenotes that gaps in the work distribution should be "skipped over," when set to true, as a long shift is preferable to two or more short shifts. In general, this function applies only to flowed jobs.
Limit Shift to Max Shift for
Non-Flowed WorkDisables the truncation of the shift length to the max shift length. Note: This only has an impact for Non-Flowed work for jobs where Load Shift = End. There is a piece of code in the system that causes the shifts defined for the job to be truncated to the max shift length, which causes the "End" work to be placed in the wrong position.
Generate Long Shifts
 
Default Non- Flowed Distribution Method

Controls the default Non-Flowed Distribution Option when the Method is Non-Flowed. For example, if you select Middle for the Value, when you go to the Shift-Related tab, add a Standard, choose Non-Flowed as the Method, the Middle radio button will already be selected.

  • When the Standard Type is Simple Non-Flowed all Shift Related Standards will be distributed using the above selected method for Non-Flowed.
Meal Break

Defines time periods, such as a lunch, for which employees are paid, even though they are not working. This will result in an adjustment of the labor calculation to account for the fact that this time is non productive.

  • Override to New Values. Denotes that you wish to use the values entered on this screen vs. the inherited values.
  • Override to No Breaks. Denotes that you wish to override the inherited values such that no breaks will be given.
  • After. Defines the shift length that must be worked before a break can occur.
  • Length. Defines the length of the break. For example, if employees are entitled to a 30-minute lunch break, enter in the one break of .5 hours in this field.
Non-Meal Break

Defines time periods, such as rest breaks, for which employees are paid, even though they are not working. This will result in an adjustment of the labor calculation to account for the fact that this time is non productive.

  • Override to New Values. Denotes that you wish to use the values entered on this screen vs. the inherited values.
  • Override to No Breaks. Denotes that you wish to override the inherited values such that no breaks will be given.
  • Every. Defines the interval at which the breaks are given.
  • Length. Defines the length of the break. For example, if employees are entitled to a 15-minute coffee break, enter in the one break of .25 hours in this field.