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Weekly Forecast Exception Report

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 forecasted 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 forecasted 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 forecasted 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 forecasted 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

Division/Department

Allows you to generate a report that displays divisions and departments.

  • Division. Allows you to determine whether one specific division or all divisions and departments are included in the report.
  • Department. Allows you to determine whether one specific department or all departments in the selected division are included in the report.

Operating Code

Allows you to 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

Allows you to designate the date range of the forecasted 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

KBI Area

Forecast

Displays the manager's forecasted business volume

Actual

Displays the actual business volume.

Variance

Represents the variance between forecasted 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 forecasted 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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