Objective

The objective of this tutorial is to help you understand how to view forecast/hour graph.

Overview

Access from your: Computer
Applies to: Managers, Supervisors and Schedulers

Forecast feature allows you to know the exact number of employees you need to schedule per hour. This feature helps you create system assisted shifts to ensure that you never go over/understaffed.

Things to know before you begin:

  1. You must have a manager/admin, supervisor and scheduler access privileges to view forecast/hour graph.
  2. You must have a manager/admin and supervisor access privileges to edit forecast/hour graph.
  3. You can only enter/edit workload/work unit values under day and 1 week mode only and different views.
  4. You have to create custom forecast and rules under the Settings Module to view the forecast graph.
    For more information about settings value for forecast, go to ‘Create Custom Forecast and Rules.’
  5. You need to enter the expected workload/work unit per hour for evaluating the forecast.
    Note:
    You do not need to Edit/Enter the Workload/Work unit under this chart if you are using the data integration method for the forecast.

The scenario outlined in this tutorial consists of the following building blocks:

  1. Enter Expected Workload/Work Unit
  2. View Forecast/Hour Graph
  3. Determine Over/Under Scheduling

Enter Expected Workload/Work Unit

Step 1: Click ‘ShiftPlanning’ module as shown in Image 1.

Image 1

Step 2: Select forecast from the drop-down menu as shown in Image 2.

Image 2


Step 3:
After selecting the forecast, click ‘Edit’ to enter the expected workload/work unit per hour as shown in Image 3.

Image 3

Step 4: Click ‘Save’ as shown in Image 4.

Image 4

View Forecast/Hour Graph

Step 1: Click ‘ShiftPlanning’ module as shown in Image 5.

Image 5

Note: Select Day/Week mode and different views according to your business requirement.

Step 2: Select the forecast from the drop-down menu as shown in Image 6.

Image 6

Now, you will notice that the hourly graph will begin to show the expected workload vs scheduled shifts.

Determine Over/Under Scheduling

Humanity’s rule-based scheduling features make it easy for schedulers to determine whether they are over or understaffed at any time of the day. This helps maximize efficiency and increase productivity.

  1. Red Line VS Blue Graph: If your blue graph is above the red line it means you have scheduled more employees than required and if it is below the red line it means you have scheduled less employees than required.
  2. Pink Highlighted Colour: Shows the under/overstaffed hours.
  3. Green Highlighted Colour: Shows that the time slot is covered as required. 


If you have any further queries, please don't hesitate to reach us at support@humanity.com. Happy Scheduling!

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