The Smart Labor Experience provides a deep dive into each previous day's Sales and Labor data by displaying the Forecasted Sales and Labor against the Actual Sales and Labor Data polled in from the Daily Sales Summary. 


To ensure a more accurate prediction of Sales and to better plan your Schedule, complete these steps to Forecast your Sales and Labor:

  1.  Set up the Labor Matrix, which is your restaurant's Labor configuration based on a selected Sales range
  2.  Complete the Custom Sales Forecasting for the upcoming week that you plan to schedule
  3.  Generate an Hourly Forecast and adjust Sales and/or Labor data as needed to reflect a predicted fluctuation (holiday, coupon drop, poor weather, ect.). Save and Approve this forecast when completed
  4.  Schedule Employees based on the Hourly Forecast, which will be displayed under each listed day. Switch to 'Day' view to see how many Employees are still needed per hour based on the Labor Forecast. When completed, publish the schedule


When the Daily Sales Summary is polled in at the end of each day, the data will populate the Dashboard in the Smart Labor Experience window to show the comparison between the Forecasted Labor and the Actual Sales and Labor for that day. Restaurant Managers can then analyze these metrics to provide more accurate predictions for the current day's Sales and Labor and then make staffing decisions to improve their restaurant's performance.


This is the first release in the Smart Labor Experience. Future releases include intra-day polling and Advanced Dashboard Widgets!


Contact your CSM or R365 Support to enable the Smart Labor Experience for your R365 database.


Security


The following Users have full access to the Smart Labor Experience:

  • Primary Security Roles
    • Restaurant Manager
    • Accounting Manager
    • Full Access
    • Scheduler
  • Secondary Security Role
    • Forecasting Admin


The following Users will have limited access to the Smart Labor Experience and only be able to view the dashboard:

  • Secondary Security Role
    • Simplified Experience


Navigation


The Smart Labor Experience window can be opened by:

  1.  Clicking the icon directly to the left of your username in the top ribbon

  2.  Selecting 'Smart Labor' under 'Scheduling' in the 'Scheduling' module

  3. Selecting 'Smart Labor' under 'Labor' in the 'Operations' module


Smart Labor Experience Window



The Smart Labor Experience window includes two navigational functions: Dashboard and Labor. When clicked, the screen loads to display its related information. For more screen space, click the Left Nav Collapse buttonto hide the pane from the main screen.



Dashboard Header



1) Date - The date in review. This will default to the previous day but can be adjusted by using the arrows to the right of the listed date or clicking the date listed to open a Calendar and select the desired date

2) Location - The Location under review. This can be updated by clicking the drop-down arrow and selecting the correct Location  

3) Labor Metrics - This contains two gauge-style graphs that will adjust the needle to visually match their listed metrics. These metrics are:

  • Optimal Labor Variance- The total Labor variance for the day. Future days will be grayed out with no results displayed while historical days will display the total Labor variance for the day. The gauge will initially be centered on a '0' variance but will be adjusted based on the Labor variance. This gauge will range between 0 and +/-10 in the following color-code: 
    • Green - Less than (+/-) 1 
    • Yellow - Between (+/-) 1.01 and (+/-) 5 
    • Red- More than (+/-) 5 
      • Note: If the variance exceeds the (+/-) 10 range, the needle will remain at the limit of the gauge and the numerical value will display the true variance
  • Labor % of Sales- This displays the Unburdened Labor percentage of Sales with the gauge centered on the Goal % for the Location and a range of (+/-) 10 from the center (Goal %). For future days, this will be grayed out with the Goal % displayed for the Location while the historical days will display the total Labor % of Sales for the entire day. This percentage will be color-coded as: 
    • Green - Less than (+/-) 2% 
    • Yellow - More than (+/-) 2% and less than (+/-) 5% 
    • Red- More than (+/-) 5% 
      • Note: If the Actual Labor % exceeds the (+/-) 10 range, the needle will remain at the limit of the gauge and the numerical value will display the true Labor % 

4) Overtime Hours - This shows the Overtime metrics for a given day. These metrics include: 

  • Scheduled OT Variance- This shows the variance between Scheduled and Actual OT Hours. For future days, this will show a '0' in gray font while for historical days, the text will display the difference between the Actual OT Hours for the day and the Scheduled OT Hours for the day. For historical and current data, this number will be color-coded as:
    • Green - Less than or equal to 0 
    • Yellow - Greater than 0 and less than or equal to 5 
    • Red - Greater than 5 
  • Scheduled- The Overtime Hours that were scheduled. For example, if an Employee was scheduled to work 45 hours, the last 5 hours would be considered Scheduled OT Hours. On the Dashboard Header, these are color-coded as: 
    • Green - Equals 0 
    • Yellow - Greater than 0 and less than or equal to 5 
    • Red - Greater than 5 
  • Total- The total number of Actual OT Hours worked for the day. For future days, this will show a '0' in gray while for the present and historical days, this number will be color-coded as: 
    • Green - Less than or equal to the Scheduled OT Hours 
    • Red - More than the Scheduled OT Hours 
  • Employees in OT Today-  The number of Employees who have Projected OT (current day) or Actual OT (historical day). Projected OT includes any OT Hours that will occur if an Employee continues to work their shifts as scheduled; for example, if an Employee is scheduled for 40 hours but worked an extra 2 hours early int he week. They would then have 42 hours of projected OT that is unscheduled if this continue to work their shifts as normal. This amount will be color-coded as: 
    • Green - Equals 0 
    • Red - Greater than 0 

5) Yesterday's Guest Count - This displays the previous day's Guest Count, rounded to the nearest whole number, along with:

  • The percentage increase or decrease from this same day Last Week
  • The percentage increase or decrease from this same day Last Year
    • Note: These amounts will display as either green, if increased, or red, if decreased

6) Yesterday's Average Check - This displays the previous day's Average Check, rounded to the nearest cent, along with:

  • The Average Check for this day Last Week
  • The Average Check for this day Last Year
    • Note: These amounts will display as either green or red depending on whether Yesterday's Average Check is higher/the same or lower, respectively



Dashboard Charts



7) Labor Analysis - This graph displays the Labor by hour. Each hour includes the variance in Actual versus Optimal Labor at the bottom of each hourly bar. When hovering over a point on the graph, a User will be able to view each of the four sets of data: 

  • Optimal Labor- This blue line graph displays the forecasted Labor for a given hour 
  • Forecasted Labor- This gray line displays the total amount of Employees forecasted to work. The amount of Employees scheduled to work is listed just below this amount for an easy comparison. This line graph can be easily displayed by clicking the menu barand checking 'Show Forecast'
    • Note: This will not be displayed by default. When displayed, a '0' will be listed if no forecast exists 
  • Overtime Hours- The striped section of an hour's bar graph, if any, displays the total amount of overtime hours worked that hour 
  • Actual Labor Hours- The solid color bars display the actual Labor for each hour. This will be listed as '0' if no forecast exists. These hours will be color-coded based on their variance with Forecasted Labor for the hour: 
    • Green - Less than 1 hour 
    • Yellow - Between Greater than or equal to 1 and less than 3 hours 
    • Red - More than 3 hours



8) Hourly Sales Summary - This section displays the previous day's Actual Sales against the same day prior week's Actual Sales by Day Part or Hour, which can be adjusted in the top, right corner next to the total Gross Sales. If the Hourly view is selected, individual hours are also totaled into each of your Organization's Day Parts where the Actual Sales total is compared to the same day prior week's Actual Sales total. These bars and pie charts are then color-coded as:

  • Purple - Sales at 100.01%+ of last week in a given hour/Day Part
  • Green - Sales at 75.01% to 100% of last week or higher in a given hour/Day Part
  • Yellow - Sales from 50.01% to 75% of last week in a given hour/Day Part
  • Red- Sales below 50% of last week in a given hour/Day Part
    • Note: A trophy displayed on the Hourly view notes the hour(s) that exceeded 100% of last week's Sales for that same hour(s)



Labor 


This menu displays the four feature links for the Smart Labor Experience.


 

  • Daily Forecasting - When clicked, this will load the Daily Forecast and enable you to create a Custom Sales Forecasting. Since your Hourly Forecast is based on your Sales Forest, create a Sales Forecast for each day of the week before forecasting Labor
  • Hourly Forecasting - When clicked, this will load the Hourly Forecasting window. After completing your Sales Forecast and setting up your Labor Matrix, navigate to this forecasting window to generate the week's hourly forecast
  • Schedule - When clicked, the screen will load the Schedule Calendar with the Hourly Forecast data. This screen will load both the Sales and Labor forecasts to ensure accuracy as the Schedule is being created
  • Labor Matrix Setup - When clicked, the screen will load the Labor Matrix. The Labor Matrix reflects your Organization's specific Labor structure and provides the foundation for Hourly Forecasting based on the Sales data. Make sure to correctly setup this Labor Matrix and update as needed