General (LS)

The General section enters primary job information.

Terms and Definitions


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ColumnDescriptionNotes

Name

Identifies the item.

 

Code

Assigns an alternate identifier for the item. This code will appear on most reports.

 
AbbreviationAllows you to enter an abbreviation for a job that will differentiate it from other jobs with the same name, but in different departments or divisions. Note that you must turn this feature on in the Sort menu for it to be visible. 

Job Category

Allows you to associate a job with a job category.

 

Master Job

Allows you to configure jobs from different properties and link them to a Master Job. For example, if you have Cook1 at three properties, you could set the Master Job (Division/Department/Job) to Kitchen/Cook/Cook1 and the information from all Cook1's will be displayed in reports as the same job.

 

Variance Percentages

Defines a tolerance range for acceptable variances between projected hours/scheduled hours or standard hours/actual hours.

  • Projected—Defines the tolerance range used when comparing the percentage of projected hours to scheduled hours. Any variance that falls outside the range you specify is noted in the Weekly Forecast Exception Report. For example, if the acceptable variance is from -5 to +7, you would enter 5 in the From field and 7 in the To field. 
  • Standard—Defines a tolerance range to be used when comparing the percentage of standard hours to actual hours. Any variance that falls outside the range you specify is noted in the Hours Variance Analysis.  For example, if the acceptable variance is from -5 to +7, you would enter 5 in the From field and 7 in the To field.  

    An entry in these fields overrides the entry you made in the Configure Property/Labor-Scheduler tab.
 
OT Variance PercentagesOvertime (OT) as a percent of total hours. For example, if you enter "3" in OT Variance Percentage, your are specifying that 3 percent overtime is the variance percentage; therefore, in the Schedule Approvals screen, any number above 3 percent sends a warning. 

Productivity
                                      

Determines the work rate associated with this job. For example, how fast can a job be accomplished, how many of X can be produced when performing this job, etc. This information is only used  for the Labor Productivity Report.

  • Name—Determines which KBI is used in the calculation.
  • Units—Determines the type of measurement used in the calculation.
  • Goal—Allows you to enter the number you are striving to achieve in this job. For example, assuming that this is the Houseman job and you selected Minutes/Unit in the Units drop-down, you may enter 12 in the Goal field, meaning you expect one room to be cleaned in 12 minutes.
 
Employee Productivity

Settings for a job that requires tracking of employee-level productivity. These settings determine which employees appear in the Employee Productivity screen. Double-clicking the cell opens the Employee Productivity dialog box, where you configure the following fields:

  • KBI 1,2—Select up to two KBIs.
  • Goal (units per shift)—Numerical value of the desired goal in units per shift.
  • Ratio of KBI2 to KBI1—If you are using two KBIs, enter the ratio of KBI2 to KBI1.
  • Hours in full shift—Number of hours in the shift
  • Allow Override—Select if you want to make the goal overridable in the Employee Productivity screen.

For more information, see the following:


Labor Cost Percentage

Specifies the revenue-based KBI used to calculate the labor cost percentage at the organization level.

Double-click the table cell and select the KBI from the drop-down menu in the dialog box.

This field can only be edited if you have a full Budgeting licence.

Exclude from Payroll Export

Determine whether or not the job information is included in the payroll export. If selected, job information is not included in the payroll export.

 
Show on DashboardAllows you to determine which divisions, departments and/or jobs are displayed on the LMS Dashboard. 
CertificationsAllows you to associate a Certification with a job. 

Notes

Allows you to enter comments.

 

Configuring the General Section

To configure the General Section:

  1. Click the arrow next to the Division name, to expand the tree. Continue clicking the arrows until you can view the item you want configure.
  2. Click in the cell you want to edit and either select an item from the drop-down menu or enter the requested information.

 

Related topics:

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