Minimum Staffing

The Minimum Staffing feature lets you define the minimum staffing levels required for operations, regardless of sales forecasts or volumes.

Note: Depending on the complexity of your operations, you can create a single minimum staff for your entire site, or a minimum staff for each job name. These are assigned to Recommended Staffing matrices.

Adding a Minimum Staff

1.	In the Staffing screen, click Minimum Staff. The Minimum Staff Selection screen appears.

2.	Click New. The Staffing- Minimum screen appears.

3.	Enter a name for the minimum staff level, such as ‘Crew Minimum.’

4.	Select a day of the week to edit using the Select Day dropdown.

5.	If you would like to copy staff levels from an existing day, select the day you would like to copy in the Select Day to Copy dropdown. Click Copy to import the data.

6.	In the Minimum column, enter the minimum number of employees that you will need for each interval of the day.

7.	Enter text in the Notes column to add comments about the reason or nature of the minimum staff.

8.	Enter each day of the week as needed.

9.	Click Save to keep your changes.

Modifying a Minimum Staff

1.	In the Staffing screen, click Minimum Staff. The Minimum Staff Selection screen appears.

2.	Select the staff you would like to adjust and click Lookup. The Staffing- Minimum screen appears.

3.	Make the necessary changes and click Save. See Adding a Minimum Staff for reference.

 

Delete an Existing Minimum Staff

1.	In the Staffing screen, click Minimum Staff. The Minimum Staff Selection screen appears.

2.	Select the staff you would like to delete and click Delete. This permanently deletes the record.