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Planner Settings Tab | |
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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 |
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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 Shifts | Denotes 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 Work | Disables 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.
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Effective Dates | Defines 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.
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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.
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Shifts Tab | |
Name | Identifies 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 Time | Denotes the time the shift begins. |
End Time | Denotes the time the shift ends. |
Show All Days | Denotes 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 Hours | Allows 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 Hours | Allows 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 Week | Gives 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 Time | Denotes the time you wish the staffing requirement to begin. |
End Time | Denotes 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.
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Distribution Options | Allows further configuration for the selected Distribution Method.
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Volume Range | Allows you to create/delete a range of numbers to which volumes are attached.
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Days of the Week | Allows you to set separate Volumes for each day of the week. |
Task Standard | |
Shift | Allows you to determine which shift you wish to associate with the Standard. |
KBI | Allows you to determine which KBI you wish to associate with the Standard. |
Distribution Options/Method | See definitions under Shift Related. |
Show Calculated Minutes | Allows you to display the calculated minutes if you so choose, |
Name | Denotes the name of the task. |
Description | Describes the task. |
# of Items | number 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 Minutes | Equals the # of Items x R.E. x Frequency. |
Total Minutes | Displays the total number of Minutes needed to complete the work. |
Total Hours | Displays the total number of Hours needed to complete the work. |
Spread | |
Shift | Allows you to determine which shift you wish to associate with the Standard. |
KBI | Allows you to determine which KBI you wish to associate with the Standard. |
From Volume/To Volume | Denotes the volume range of the standard.
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Days of the Week | Allows 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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