About Planner Settings

Planner Settings provides added functionality to better accommodate certain flowed scenarios.

Terms and Definitions

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Override	Allows you to override settings configured at a higher level and substitute a new Value. You will enter/select a new Value for the Fields you choose to Override.
Value	Allows you to select a new Value for a field you chose to Override.
Inherited Value	Denotes the values that were configured at a higher level and that are being applied to this standard. When you choose Override, this is the value that you are overriding.
Period Length	Allows you to set time increments for any system-generated shifts. Your choices are 5 minutes, 10 minutes, 15 minutes or 30 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	Event Related standards are only used in conjunction with Event Labor. KBI Related standards allow you to associate a standard with a KBI volume. Standards are not actually determined until KBI Related is chosen. Salaried standards allow you to tell the system that the employee is salaried and allows you to enter hours per week and vacation hours per year. You must have chosen Salaried on the General tab for this standard type to be active. Configuration of salaried Standards is minimal. Simple Non-Flowed standards allow you to associate a work standard and KBI volume with an Assignment. The Standards tab will not be visible at the job level, if this option is chosen.
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. When the Standard Type is Simple Non-Flowed all Shift Related Standards will be distributed using the above selected method for Non-Flowed.
Effective Dates	Defines the dates for which the standard is in effect.
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. Enter the number of hours the employee must work before taking a Meal Break. Override to New Values. Denotes that you wish to use the values entered on this screen vs. the inherited values. Override to No Breaks. Denotes that you wish to override the inherited values such that no breaks will be given. After. Denotes the number of hours an employee must work before a break can occur. Length. Defines the length of the break. For example, if employees are entitled to a 30-minute lunch break, enter in the one break of .5 hours in this field.
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. Override to New Values. Denotes that you wish to use the values entered on this screen vs. the inherited values. Override to No Breaks. Denotes that you wish to override the inherited values such that no breaks will be given. Every. Defines the interval at which the breaks are given. Length. Defines the length of the break. For example, if employees are entitled to a 15-minute coffee break, enter in the one break of .25 hours in this field.

Configuring the Planner Settings Tab

Image 2

Note: to activate the cells in the Value column, simply double-click in the cell.

Image 3

Select System Setup from the main navigation drop-down menu.
Click Labor Standards. The Labor Standards tab opens.
Select a Standard Set from the drop-down menu.
Determine the level you wish to configure (Property, Division, Department, Job, Assignment). If configuring at the Property level, proceed to Step 5. Otherwise, click on the arrow to the right of the Property name and continue clicking on the arrows until you are at the level you wish to configure. (See Image 2 above)
Click Override next to the settings you wish to configure. (See Image 3 above)
Click in the Value cell for that field and make a selection from the drop-down menu or enter the requested information.