Schedule Matrix

The Schedule Matrix is where you can create recommended staffing levels based on guests and forecasted sales. For each defined sales level, you can configure the number of additional employees that should be working to handle the volume.

Note: Unlike minimum staff and fixed staff, a schedule matrix is based entirely on forecast sales or guest volumes, and assigned to intervals in Recommended Staffing.

Adding a Schedule Matrix

1.	In the Staffing screen, click Schedule Matrix. The Matrix Selection screen appears.

2.	Click New. The Staffing Matrix screen appears.

3.	Enter a name for the staff matrix, such as ‘Drive Thru.’

4.	Select the data source. The data source is the number that ‘drives’ the matrix.

•	Sales Total – uses the forecasted sales to calculate the recommended staff.

•	Guest Total – uses forecasted guest counts to calculate the recommended staff.

5.

Enter the Time Extend and the Time Move. Use these options to make amounts apply to more than their half-hour origin. For example: With a time extend setting of 30, a Time Move setting of –15, and a source setting of total sales, total sales from 1p-1:30p applies to 12:45p-1:45p for calculating Recommended staff.

6.	In the Amount From field, enter the low-end amount for the level.

7.	In the Amount To field, enter the high-end amount for the level.

8.	In the Staff Count field, enter the number of staff to recommend for the amount of sales (or guests) that is forecasted.

9.	Click Save to keep your changes.

 

Modifying a Schedule Matrix

1.	In the Staffing screen, click Schedule Matrix. The Matrix Selection screen appears.

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

3.	Make the necessary changes and click Save. See Adding a Schedule Matrix for reference.

 

Deleting a Schedule Matrix

1.	In the Staffing screen, click Schedule Matrix. The Matrix Selection screen appears.

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