Excel
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The Excel Labor Summary Report is very similar to the Weekly Labor Summary Report in that it provides a summary of the key performance information for each position, but instead of displaying weekly data, the data is displayed for the configured Planning Period Type (monthly, semi-monthly, bi-weekly, weekly). The report makes it easy to see how performance balances out over the course of the period.
This report, which is an Excel report, shows totals by job per period, and indicates what should have been staffed versus was was actually staffed, as well as what was forecasted and scheduled. (Forecast hours come from the original forecast hours that LMS generated based on the forecasted volumes for the week.) KBIs associated with that job are also displayed to give you a point of reference.
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Key Information
- Provides a summary section which gives you the totals for the department, division, and property as appropriate.
- Provides a KBI table to view the correlation of the volumes to hours for that department.
- Displays queries for each Stat type (Forecast, Scheduled, Actual, Standard), for each job.
- Excludes the sub-grouping display of data but does not affect the processing by job, when using the Summarize By option.
Report Options
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| Daily Hours / Weekly Hours / Weekly FTEs | Allows you to determine whether you wish to have units displayed as Allows you to see units displayed as hours in a daily format, hours in a weekly format or as full-time equivalents (divide actual hours by 40) in a weekly format. The resultant value tells you how many people worked in this job (or department or division) if each employee worked 40 hours. If the report period is greater than seven days, Watson will divide the number of days by seven to arrive at a standard week for use in calculating FTE's. |
| Planning Period End Date | Allows you to designate the last day that data should be collected for the report. Note: The choices in the drop-down menu are based on the Planning Period Type you selected: Monthly, Semi-monthly, Bi-Weekly or Weekly. |
Scheduled Hours | Adds a column to the report that lists scheduled hours. |
Display Standards-Based KBI's | Denotes that you wish data for all Standards-Based KBI's to be included in the report. The information displayed is the total workload calculated from the KBI values actualized for a past period, not including adjustments made for minimum shifts, lunch breaks, and other schedule-specific rules. |
| Display Non-Productive Hours | Denotes that you wish non-productive hours to be included in the report. Non-productive hours are the total net hours scheduled to an associate, less adjustments made for Breaks and other schedule-specific rules that are NOT attributable directly to the productivity based workload (i.e. based on overhead hours like training). |
| Display KBI Variance | Denotes that you wish to see KBI variances in the report. Variances are the percent of increase or decrease of actual worked hours over the standard hours. |
Mode
| Allows you to determine whether the information is filtered by Division/Department or by Operating Code.
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Display Additional KBIs | Allows you to select additional KBIs to be included in the report. |
Running the Report
To run the report:
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- If Division/Department is selected, choose the appropriate Division, Department and Summarize By options.
- If Operating Code is selected, choose the approriate operation.
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Reports