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Planner Settings Tab

Period Length

Allows you to set time increments for any system-generated shifts. Your choices are five minutes, ten minutes, fifteen minutes or thirty 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.
Standard Type
  • None. Denotes that this job or Assignment does not have Standards.
  • Demand Related. Denotes that the labor requirements fluctuate based on guest demand for service
  • Salaried. Denotes that the labor hours based are based on weekly hours worked and that those weekly hours are spread evenly over the 7 days in a week
  • Simple Non-Flowed. Denotes that the job doesn't have complicated Standards and can be handled with a much simpler distribution method. 
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.
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.
Effective DatesDefines the dates during the year that this standard is active. For example, enter 01/01 in From and 12/31 in To if the job is used year-round. This field is very useful if you have seasonal jobs. If a standard is effective from 05/01 through 10/01, LMS will not include it when generating forecasts, schedules, or standards from October 2 through April 30.
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.

 

Shifts Tab

NameIdentifies the shift. It is recommended that you use a name that is similar to the shift you are creating. If you do not assign a name, the new shift will be called Default Shift.
Day of Week(Previously called Same time for all days.) By default, Everyday is listed. Everyday allows you to denote that the shift Start Time and End Time is the same time on every day. Clicking Show All Days (see below), displays each Day Of the Week. See Show All Days below.
Start TimeDenotes the time the shift begins.
End TimeDenotes the time the shift ends.
Show All DaysDenotes that shift times vary from day-to-day, when selected. All the days of the week will be listed and you will determine a Start Time and End Time for each day.

 

Staffing Tab

Discard Overflow HoursAllows you to tell the system that you wish to discard any extra work that was projected but not scheduled. For example, if the system projected that six employees were required to complete the work during that time increment, but only five employees are scheduled the work, this option would discard the Overflow work and not carry it forward to be scheduled into the next time increment.
Delay Overflow HoursAllows you to carry over any Overflow hours to be scheduled into the next time increment. For example, if there were five employees scheduled but the system said that six employees were needed to complete the work, the extra work (Overflow) will be carried into the next time increment and scheduled appropriately.
Day of WeekGives you the ability to add separate staffing requirements for every day of the week. You can set the staffing requirements for all days, multiple days, or just one day at a time.
Start TimeDenotes the time you wish the staffing requirement to begin.
End TimeDenotes the time you wish the staffing requirement to end.
Min.Defines the minimum number of employees required for each period, regardless of volume.
Max.Defines the maximum number of employees required for each period, regardless of volume.

Shift Related

Distribution Method

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.

  • Flowed. Distributes the work across the shift based upon percentages by time period.
  • Non-flowed. Distributes the work evenly across the shift.
  • Opening. Specifies the amount of time it should take to open the revenue center or department associated with this job. Enter the amount of time required to perform work before the shift starts.
  • Closing. Specifies the amount of time it should take to close the revenue center or department associated with this job. This time is added after the shift ends.
  • Share With. Allows you to associate work between two positions (Hourly Supervisor and Hourly Associate, or Manager and Hourly Associate) so that the standard for the Hourly Associate is reduced by the number of hours that the Supervisor or manager performs work. For example, if a salaried Sous Chef cooks on the line, Share With standards provide a means to account for those hours and adjust the cook standard appropriately. If an Hourly Supervisor works on the Front Desk, this type allows you to assign some check-in check-out work to the Supervisor so you can adjust the desk clerk standard appropriately.
Distribution Options

Allows further configuration for the selected Distribution Method.

  • Flowed
    • Flow Plan. Allows you to choose a pre-configured flow plan.
    • Ignore Retention. Disables the Retention calculations if the KBI that is attached to the standard is related to a Revenue Center, and the Revenue Center has Retention defined
  • Non-Flowed options
    • Beginning. Distributes the work starting from the beginning of the shift and progressing towards the end of the shift.
    • End. Distributes the work starting from the end of the shift and progressing towards the beginning of the shift.
    • Middle. Distributes the work starting from the middle of the shift and progressing outwards in both directions.
    • Even. Distributes the total work / number of periods in shift (work per period) to each period in the shift.
  • Opening/Closing.
    • Earliest work start time. Denotes the earliest time that the work can begin.
    • Work completed by time. Denotes the time that the work must be completed.
  • Share With. No options.
Volume Range

Allows you to create/delete a range of numbers to which volumes are attached.

  • From Volume/To Volume. Denotes the volume range of the standard.
    • Enter 1 in the From Volume field and up to 99999 in the To Volume field, to specify the range. If you don't care about the range, you can specify 0 in the From field and some large number that is bigger than the biggest number the KBI will ever have, in the To field. For example, you use the KBI for Total Rooms. You know that you will never have more than 500 rooms, so you would enter 1 in the From Volume field and 500 in the To Volume field.
    • Note that if you use a KBI based on the number of rooms, and the time required to perform the variable work increases or decreases with higher volume, you should create and specify additional ranges. Conceivably you can have multiple ranges for each KBI. Be careful to make the top end of the range anumber that is higher than you could ever encounter. In the previous example, if you set the range as 1-500 and then enter 501 rooms (because a room was sold twice in one day), LMS will ignore the 501 and return a 0 standard.
Days of the WeekAllows you to set separate Volumes for each day of the week.

Task Standard

ShiftAllows you to determine which shift you wish to associate with the Standard.
KBIAllows you to determine which KBI you wish to associate with the Standard.
Distribution Options/Method

See definitions under Shift Related.

Show Calculated MinutesAllows you to display the calculated minutes if you so choose,
NameDenotes the name of the task.
DescriptionDescribes the task.
# of Itemsnumber of things that the task applies to. For example, if there are 12 railings in the lobby area, enter 12 here.
R.E. (Reasonable Expectancy)

The number of minutes required for a normal person to perform the work. For example, if it takes 5 minutes per railing, to wipe down the railing. Enter 5 here.

Frequency

Denotes the number of times the task be performed based on the defined volume range. For example, if there are 1-100 arrivals, you would wipe down the railings once during the shift. If 101 or more arrivals, you would wipe down the railings twice during the shift.

Calculated MinutesEquals the # of Items x R.E. x Frequency.
Total MinutesDisplays the total number of Minutes needed to complete the work.
Total HoursDisplays the total number of Hours needed to complete the work.

Spread

ShiftAllows you to determine which shift you wish to associate with the Standard.
KBIAllows you to determine which KBI you wish to associate with the Standard.
From Volume/To Volume

Denotes the volume range of the standard.

    • Enter 1 in the From Volume field and up to 99999 in the To Volume field, to specify the range. If you don't care about the range, you can specify 0 in the From field and some large number that is bigger than the biggest number the KBI will ever have, in the To field. For example, you use the KBI for Total Rooms. You know that you will never have more than 500 rooms, so you would enter 1 in the From Volume field and 500 in the To Volume field.
    • Note that if you use a KBI based on the number of rooms, and the time required to perform the variable work increases or decreases with higher volume, you should create and specify additional ranges. Conceivably you can have multiple ranges for each KBI. Be careful to make the top end of the range anumber that is higher than you could ever encounter. In the previous example, if you set the range as 1-500 and then enter 501 rooms (because a room was sold twice in one day), LMS will ignore the 501 and return a 0 standard.
Days of the WeekAllows you to set separate Volumes for each day of the week. A graphical representation of the values is displayed for each day.

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