Filter and group employees in the scheduler
In addition to the regular direct labor setup in the system, Workforce allows shift managers…
Workforce
Categories
- View reports on employee transfersUnderstand default and enabled workstationsCreate new categoryChange GIR Staff ConfigurationSet up incidents that do not accrue holidaysRecord absenteeism incidents in the Workforce AppManage non-holiday periodsView absenteeism incident from a shiftCreate holidaysConfigure incident notificationsDelete holidays or absenteeism incidencesEnter absenteeism incidents
- Manage shifts with the schedulerExport and import direct work tablesAccess logs within the schedulerReview employee modification proposalReview Payroll IncidentUnderstand overlapping holidaysView the staff dashboardAccept or reject a shift proposal through Workforce AppView productivityConfigure or change payroll periodsCreate payroll incidencesModify and export a sales budgetSet up labour quotasSet up local holidaysGenerate business unit report
- Set up sales forecastFilter and group employees in the schedulerAssign an employee to a shift in a different centerClose Payroll IncidenceManage favourite shifts and sequencesAccess the schedulerChange balancesCompare cash sheets sales with POSConfigure shift optimizationCreate a new record in cash sheetsGet all the information needed for a settlementCreate a workstationConfigure indirect work for a shiftSet up a personnel report with payroll informationEdit absenteeism incidentsClose shiftsUnderstand the types of optimizationPrint, assign, and swap shiftsConfigure night workReview shiftsAssign opening hours by dateDelete and restart weekly shifts (ROTAs)View shift graphs and analyticsConfigure favorite shiftsCopy shiftsMark shift as completedSave, load, and edit shift templatesChange the order of employees in a shiftConfigure indirect workSet up direct work for a workstationSet up direct work tablesSet up working hoursSet up direct work by service demandSet work restriction periods for an employeeUnderstand Direct WorkSee and enable workstations for all employees in a rota
- Generate a schedule with optimizationView your team's labor complianceManage shift statusSet up a work center for the schedulerView employee shift requestsManage workstationsAdd or remove employees from a work centerConfigure clusters in the schedulerManage shifts with the schedulerView shifts filled with ShiftFinderAdd a generic positionCreate a shift manually in the schedulerSet up roles for the schedulerIdeal staff configurationExport and import direct work tablesAccess logs within the schedulerManage scheduler alertsConfigure enabled and default workstationsView specific day information on the schedulerRate employeesEnter employee shifts by batchConfigure sales forecastSet up favourite shifts and sequencesConfigure the schedulerChange balancesRevise indirect work within the shiftCreate a workstationUnderstand if a contract is about to endSet Cost of LabourGenerate a ROTAs control reportGenerate ROTA KPIs reportView personnel costsView shift graphs and analytics
- Create a sales budgetManage sales types and periodsView losses at a glanceUnderstand the importance of stars in optimizationMake a budget using another site's sales referencesUnderstand sales types and periodsView sales forecastSet up complementary (variable) hoursView personnel costsUpload sales budgetBudget hours based on effective timeBudget hours based on contracted timeCreate a budget of hours
- Analyze balancesSet up a mandatory rule for Agreements or ContractsAdd a new field to the employee recordConfigure incidents that do not accrue holidaysDiscard the costs of a categoryView shiftsGroup categoriesUnderstand employee variable hours and overtimeTurn on notifications of employee proposalsConfigure employee collective agreements
Weekly ROTAs
36 articlesManage weekly ROTAs to ensure efficient employee scheduling and shift coverage.
Weekly ROTAs configuration
Set up a personnel report with payroll information
- Employees
- Reporting
- Payroll
The indirect work setup is crucial for weekly shift planning, so that it can be…
Configure night work
- Compliance
- Scheduling
- Time tracking
Defining schedules is one of the fundamental steps in the Workforce configuration. One of the…
Assign opening hours by date
- Management
- Scheduling
- Time tracking
When schedules are defined by dates, the different periods of the year or calendar sections…
Configure indirect work
- Management
- Procedures
- Processes
Indirect work refers to the activities performed by a group of employees working in a…
Set up direct work for a workstation
- Procedures
- Processes
- Workstation
In Workforce, direct work can be configured by specific workstations or job positions. In this…
Set up direct work tables
- Procedures
- Processes
- Workstation
Direct Work tables provide a framework for companies to express their Service Level decisions for…
Set up working hours
- Attendance
- Scheduling
- Time tracking
Defining schedules is one of the fundamental stages in configuring Workforce. It is essential to…
Understand Direct Work
- Management
- Workforce
- Direct Work
Direct work encompasses activities performed by employees directly involved in sales within a specific work…
Weekly ROTAs management
Set up sales forecast
Start from: The Workforce module. Select Scheduling > Weekly ROTAs from the main menu. ? …
Assign an employee to a shift in a different center
- Workforce
- Shifts
- Scheduling
Workstation configuration is crucial for shift organization, as it helps shift managers assign the most…
Close Payroll Incidence
- Payroll
- Incidents
When performing weekly shifts in the Work Centers (Weekly ROTAs screen), Workforce allows you to…
Manage favourite shifts and sequences
- Shifts
- Sequences
- Scheduling
Workforce allows you to plan shifts based on sales or traffic budgets, which facilitates optimized…
Access the scheduler
- Workforce
- Scheduling
- Access
Workforce allows employers to rate employees based on their performance and qualifications to fill a…
Change balances
- Balances
- Management
- Payroll
Through the scheduler, Workforce makes it easy for managers to organize shifts by groups of…
Compare cash sheets sales with POS
- Cash register
- Sales
- POS
When setting up shifts, Workforce has two types of workstations to assign shifts appropriately enabled…
Configure shift optimization
- Optimization
- Shifts
- Scheduling
Optimization is a process performed by the system that allows employers to facilitate shift organization…
Create a new record in cash sheets
- Reporting
- Records
- Cash register
When it comes to the weekly ROTAs (shifts) of the personnel, Workforce allows the projection…
