How To Set Up Sales-Based Labour Guides For Auto -Scheduling [Beta]

Goal

• How to complete the initial setup of Auto Scheduling using information from the Labour Guide

Environment:

• Push Web App

Process:

1. Click the Scheduler tab 
2. On the left-hand navigation bar, click Scheduler Settings
3. Under Labour Guide Units, click the drop-down menu and select Sales
4. Once done, click Update Settings
5. In the top right-hand corner, click the Company Name
6. In the drop-down menu, click Company Setup
7. On the left-hand navigation bar, click Labour Guide
8. Under the relevant Position, click the Pencil icon on the right side
9. Under Revenue Centers, click the drop-down menu and select the specific Revenue Center(s) this labour guide will be applicable to; this can be used to filter only certain sales that are applicable to this Position
10. Under Min ($), input the minimum amount of sales 
11. Under Max ($), input the maximum amount of sales 
12. Under Count, input the number of employees required for the Position to work based on the level of sales set under Steps 10 and 11
13. To add more values under Max ($) and Count, click the Plus icon and repeat steps 11-12
14. Once done, click Save Changes
15. To set up more Positions with Labour Guides, repeat steps 8-14
16. Once complete, sales-based labour guides are now set up and can be used on the Scheduler!

Additional Information

In order for Auto Scheduling with Labour Guides to work, please ensure that your account has been set up to calculate a Sales Forecast automatically and that sales data is syncing from a POS integration. 

Once sales data is populated in our system from our integrations, you can set up the Labour Guide to meet your business needs. 

For example, if a business wishes to schedule one employee when sales are expected to be within the $0 - $60 per hour range, this would be set up under the Labour Guides with the following values: Min ($) = 0, Max ($) = 60, and Count = 1.

Once the above is completed, we recommend that users begin setting up or updating the Schedule Presets. 

Please note that only Super Administrators have access to Scheduler Settings and Labour Guides. 

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• How To Automatically Assign Shifts Using Auto Scheduling With Labour Guides