Dept Manager's Weekly Planning Report

The Department Managers Weekly Planning Report contains daily and weekly forecast hours for all job classes and shifts within a department. This report may be printed with graphs, which depict required coverage. For flow-related job classes (server, busser, bellperson, front desk clerk, etc.), you should choose to print graphs. Graphs display peak demand periods (flow), and the number of staff required (in half-hour increments) to meet the anticipated demand.

Since labor is usually the largest single expenditure in most budgets, it should be controlled carefully. The Department Manager's Weekly Planning report may also be used to review and approve labor hours before schedules are generated and posted, if they want more detail than is available in the Weekly Forecast/Schedule report. This report contains daily and weekly forecasted hours by job class and by shift, and should be reviewed again after the schedule has been edited and closed, to see how well the edited schedule matches the forecasted needs. 

There are four sections to this report:

• KBI Summary
• Job Class Shift Summary
• Volume Projection Based on Flow Patterns
• Staffing Charts

Click image to view a sample report.

KBI summary

The KBI section summarizes attached KBIs by department. You have the option to include other KBIs if desired. KBIs are summarized and used in determining the labor resource requirement.  The summary is printed for all jobs.

Job shift summary

This section indicates the required labor hours by department, job, and shift, based on the forecast volumes and the standards that have been developed for each job. This information lets you determine the final schedule and plan training or other job-related activities.

Volume projection based on flow patterns

• Displays the projected flow based on the forecast volume and guest demand requirements.
• Displays the projected retention (meal duration) based on guest demand requirements and adjusted to reflect meal or guest contact times (if appropriate).

Staffing charts

• If a job is flow-related, you can choose to display a graph as a part of the report.  The graph shows the required labor hours by department, job, and shift in 30-minute increments.  It is based on forecast volumes, guest demand flows, and standards developed for each job.  It lets you clearly determine the number of hours necessary to perform a task and the periods of peak demand that staff must be available to provide service.  This format is particularly useful for jobs associated with a high level of guest contact.  This report may also be used as a means of validating the guest demand pattern.
• Provides scheduling guidelines by position, demonstrating the number of staff to have "on the floor" to meet the projected guest demand.  

Key information

• The sources of information required to generate this report are: your final forecast, guest demand flows as specified in flow plans, and job configuration.
• This report is a combination of four reports in one. When the Show Graphs option is selected and a job class standard has an associated KBI with an associated flow plan, the following sections are added by job, by day of week.
• Two flow-related tables show the expected volumes along with their retention pattern for the job class' KBI using the associated revenue center period capacity and retention specifications.
• A complex computation algorithm is applied, to build the needed array to show a graphical presentation of the number of people needed for the given job, for any 30-minute period on a given day.
• Displays the forecast KBIs by day of week.
• Displays forecast hours by position and shift for the department, by day and total forecast hours for the week.
• Provides input fields for scheduled hours for the position, by shift and day (to be used if you are not using Scheduler).
• Provides input fields for scheduled training hours for the week, by day and position (to be used if the property is not using Scheduler).
• If your property is using LMS's Scheduling, the hours indicated on the Department Managers Weekly Planning report are the hours used to schedule employees for the department.

Report options

Running the report

1. In the toolbar, click the Report icon (  ).
2. From the drop-down list, select Labor > Planning > Department Manager's Weekly Planning.
   The Department Manager's Weekly Planning report screen appears.
3. In the Mode field, Select either Division/Department or Operating Codes.
   • If Division/Department is selected, choose the appropriate division and department.
   • If Operating Code is selected, choose the appropriate code.
4. Select or clear Print graphs for flowed jobs.
5. From the Standard Set drop-down list, select a standard set.
6. In the Period End Date field, enter an end date by doing one of the following:
   • Type the end date. 
   • Select the end date from the calendar menu.
   • Click the arrows to select a date.
7. Select or clear Page break between operating codes.
8. In the Display Additional KBIs table, select other KBIs to be included in the report.
9. Click the Run icon (  ). 
   The report appears.

Report terms and definitions

Related topics:

• Planning Reports:
  • Dept Manager's Weekly Planning Report.
  • Weekly Forecast Exception Report.
  • Weekly Projected Schedule Report.

• Analysis Reports
• Forecasting Reports
• Planning Reports
• Scheduling Reports