Access from your: Computer
Applies to: Admins, Managers, Supervisors, and Schedulers
Humanity Forecast is an AI scheduling feature that enables you to get a prediction of future business metrics based on imported historical data. These future metric values can serve as an input for the Humanity staffing engine to create, optimize, and staff schedules automatically with Auto-Build and Auto-Fill features.
Things to know before you begin:
This feature is a part of the AI Scheduling paid add-on for Humanity Scheduling.
AI Scheduling is not available on the legacy ShiftPlanning module.
To access this feature, it needs to be previously enabled in the Team Tools Setting by Humanity's Support.
You must have Admin, Manager Supervisor, or Scheduler access privileges to access any AI Scheduling feature.
This tutorial does not cover the following aspects of running a Humanity Forecast:
Edit Historical Demand Data (Humanity Forecast)
Edit Forecasted Demand Data (Humanity Forecast)
Forecast Demand Data (Run Humanity Forecast)
Step 1: Click the "New ShiftPlanning" tab located in the top panel, as shown in Image 1.
Step 2: Click on the "AI Scheduling" button located in the Toolbar > Select the "Forecast" option from the dropdown menu, as shown in Image 2.
Step 3: Click on the "Select Metric" button > Choose a (defined) Metric that you want to use for this Forecast from the dropdown menu, as shown in Image 3.
Note: Be sure that your Metric is set to be used for the "Humanity Forecast" and not for the "Manager Forecast".
Step 4: Click on the "Import Historical Data" button to upload historical demand data (depending on your industry, it can be sales revenue, foot traffic, number of clients, etc.), as shown in Image 4.
Note: Be sure that your import file is saved as either CSV or XSLX, and formatted properly, as shown in Image 5.
Step 5: Read the "Before Importing the File" pop-up screen notification > Click on the green "Continue" button, as shown in Image 6.
Step 6: Click on the blue "Browse File" button to choose your table filled with historical demand data > Click on the blue "Import File" button, as shown in Image 7.
Step 7: Click on the "Continue" button after your business's historical demand data was successfully imported, as shown in Image 8.
Note: Importing new values for the existing time increments will overwrite the existing values.
Step 8: Click on the date picker to select from the dropdown calendar what time period you want to generate a demand data forecast for, as shown in Image 9.
Step 9: Click on the blue "Run Forecast" button to generate a prediction of the future business metrics aka demand data with Humanity Forecast, as shown in Image 10.
Note: It might take some time to finish the forecast if you are working with a large historical data set, while future demand data is calculated you will see a blue spinning wheel, as shown in Image 11.
If you have any further queries, please don't hesitate to reach out to us at firstname.lastname@example.org