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Labor Summary Report

The 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.

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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 Display units 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,

Include Page
RMS product name-ProductName
RMS product name-ProductName
will divide the number of days by seven to arrive at a standard week for use in calculating FTE's.

Planning Period End DateAllows you

Select to

designate

display the last day that data should be collected for the report.


Note
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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 Select to include 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 HoursDenotes that you wish nonSelect to not include 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 VarianceDenotes that you wish to see Displays all 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.

  • Division/Department. Allows you to display employees by Division(s) and Department(s).
    • Summarize By. Allows you to choose the level of detail displayed in the report.
  • Operating Code. Allows you to generate a report that displays operating codes. For example, chefs from three different departments can be included in the report as compared to having to look at three different department reports.

Display Additional KBIs

Allows you to select additional KBIs to be included in the report.

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  1. Choose Excel Reports from the Reports menu.
  2. Click All Excel  and select Labor Summary. The Options dialog box appears.
  3. Select a Planning Period End Date.
  4. Select or de-select Scheduled Hours, Display Standards-Based KBIs, Display Non-Productive Hours and/or Display KBI Variance, as desired.
  5. Select a Mode.
    • If Division/Department is selected, choose the appropriate Division,  Department and Summarize By options.
    • If Operating Code is selected, choose the approriate operation.
  6. Select any Additional KBIs that you wish want to include in the report.
  7. Click OK. The report opens in Excel.