Requirements Report

Owned by Julie Leake (Unlicensed)
Last updated: Jan 28, 2020 by Former user (Deleted)

The Requirements Report provides an easy way to see how many employees are needed by day and by shift, based on forecast volumes. It also shows how many employees have been scheduled and where any shortages might be.

It is a planning and scheduling report that allows you to determine which shifts need adjustment (more or less employees). This report ultimately helps you schedule employees more efficiently.

Click image to view a sample report.

Key Information

  • Shows each unscheduled shift by day of the week and the start and end times of the required shift.  The start and end times are printed regardless of what is printed on the posted schedule.
  • Highlights those shifts where there are more people scheduled than are needed, as well as shifts that have fewer employees scheduled than needed.
  • Allows you to have lines print only where the two are not equal.
  • Calculates the total required and filled hours and displays them under the date header.

Report Options

OptionDescription

Division

Determine whether one specific division or all divisions are included in the report.

Department               

Determine whether one specific department or all departments are included.

Job

Determine whether one specific job or all jobs are included.

Group Report Output By

Groups report by division, department and/or job. For example:

  • Department—Choosing All under Division, and Department under Group By will generate a report that lists all employees in the division, grouped by department.
  • Job—Choosing All under Division, and Job under Group By will generate a report that lists all employees in the division, grouped by job.

Filled Requirements

Determine whether all information, or only the areas that are over- or under-staffed, are displayed.

Period End Date

Determine the date range for which you are running the report.

Running the Report

To run the report:

  1. Choose Labor from the Reports menu.
  2. Click Scheduling and select Requirements. The Options dialog box appears.
  3. Choose the appropriate Division, Department, and Job.
  4. Choose Division, Department or Job from the Group By drop-down. By default, Job is selected.
  5. Under Display, select or de-select Filled Requirements.
  6. Designate the appropriate Period End Date by entering a date, clicking the calendar icon and selecting a date, or using the date forward and date backward arrows.

  7. Click the Run icon. The report is displayed.

    If there are variances, either over or under, the line containing the variance will be highlighted in red.

Report Terms & Definitions

TermDefinition

Start Time/End Time

Indicates when the shift starts and ends.

Projected

Displays the number of hours projected by LMS.

System Projected

Displays the number of shifts projected by LMS.

System Scheduled

Displays the results from Generate Schedules including Permanent or Regular Schedules, added to the Filled Hours.

Manager Adjusted

Displays the total shifts added or subtracted from the System Projected hours.

Total Scheduled

Displays the total of System Scheduled plus Manager Adjusted hours.

Job

Indicates the job in which the shift belongs.

Assignment                 

Indicates the assignment, if any, for the job. The assignment is printed if the position includes assignments, or you may write in the assignment.


Related topics: