How to Create a Sales Demand Rostering Template

• Demand-based roster (event attendees) - builds a roster based on the predicted number of customers who will attend a particular event as detailed in this document
• Demand-based roster (sales forecast ratios) - builds a roster based on sales forecasts
• Demand-based roster (sales forecast increments) - builds a roster based on sales forecasts and adds additional shifts at defined increments as detailed in this document

Create a template

1. Open the Roster via the main navigation bar in Roubler
2. Click …
3. Select Templates
4. Click Create 
5. Enter a Name, the number of Days the roster should cover, and the Location it applies to
   
6. Click Close

IMPORTANT: We recommend building a demand-based roster template for events with a specific number of guests, or shifts that will have the same number of people instore at at any one time. This is important, as when a template is applied to a roster in a later step, you will be prompted to enter Forecast demand once only. This forecast will be applied to all shifts across the entire demand-based roster template you have built.

Add shifts to the template

1. Click + to add a new shift to the template
2. Select a Position
3. Select a Location 
4. Toggle Demand based shift to Yes
   
5. Enter the number of Minimum shifts and Maximum shifts - i.e. the minimum and maximum number of staff that should be rostered on for that specific shift. These fields allow users to set the thresholds for the number of shifts. The shifts will never surpass these thresholds.
6. Enter the desired Ratio of staff to customers for that shift.
7. Enter a Start time and End time for the shift
8. Enter a Start day from which you would like these shifts to appear
9. Enter an End day - either Same day or Next day for overnight shifts
10. Enter a Break duration for these shifts
11. Enter any relevant Employee notes
12. Click Save
13. Click Close
14. Repeat steps 1 to 13 to build out the demand-based roster template.

Example of ratios:

The desired Ratio is 1 bartender for every 20 guests. The restaurant has 5 bartenders and at least 2 are required to be present during any given shift. The user would create the template with the following settings:

• Minimum shifts = 2
• Maximum shifts = 5
• Ratio = 20

When the roster is created:

• If the forecast demand is 10 guests, the template would create 2 shifts.
• If the forecast demand is 60 guests. the template would create 3 shifts.
• If the forecast demand is 200 guests, the template would create 5 shifts (the maximum number defined).