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The Weekly Forecast Exceptions Report lists any labor category and department whose scheduled hours are above (cost concern) or below (quality concern) the established variance from forecast hours. The report establishes a corrective action format that can be used to ensure proper staff scheduling. This report allows you to determine which divisions/departments/jobs have unacceptable variances, why, and what will be done to correct it.

Click image to view a sample report.

Key Information

  • Information for this report comes from forecast and scheduled hours for the week.
  • Displays only those divisions, departments, and labor categories whose scheduled hours are above (cost concern) or below (quality concern) the established variance from forecast hours.
  • Allows you to determine which divisions/departments/jobs have unacceptable variances, why, and what will be done to correct it.
  • Suggests possible causes of the problem by analyzing the relationship between actual and forecast volumes, scheduled and paid hours, and paid and worked hours.  
  • Establishes a corrective action format that can be used to ensure proper staff scheduling.

Report Options

OptionDescription

Division/Department

Generate a report that displays divisions and departments.

  • Division—Determine whether one specific division or all divisions and departments are included in the report.
  • Department—Determine whether one specific department or all departments in the selected division are included in the report.

Operating Code

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.

Period End Date

Designate the date range of the forecast period to be included in the report.

Running the Report

To run the report:

  1. Choose Labor from the Reports menu.
  2. Click Planning and select Weekly Forecast Exception. The Options dialog box appears.  
  3. Select either Division/Department or Operating Code.
    • If Division/Department is selected, choose the appropriate Division and Department.
    • If Operating Code is selected, choose the appropriate code.
  4. Designate the appropriate Period End Date by entering a date or using the calendar or date forward and date backward arrows.
  5. Click the Run icon. The report is displayed.

Report Terms & Definitions


TermDefinition
KBI Area

Forecast

Displays the manager's forecast business volume

Actual

Displays the actual business volume.

Variance

Represents the variance between forecast and actual business volume. A negative number indicates the forecast was less than the actual. A positive number indicates the forecast was greater than the actual.

Percent

Displays the variance as a percentage. The variance is the difference between forecast volume and actual business volume.

Cost & Quality Concern Areas

Reason Given On Planning Document

Represents the notes from the Department Manager's Weekly Planning Report.

Action Taken

Provides a space in which to make notes about the action to be taken to rectify the problem.

Correction Due Date

Provides a space to note the date as to when the problem should be resolved.

Follow-up Date

Provides a space to note the date on which to follow up on the resolution of the problem.


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