It is now possible to build rosters in Roubler based on sales forecasts imported from your point of sale system. This makes it easy to ensure the adequate number of staff are rostered on to meet demand, while taking into account company-wide break settings.
There are three types of demand-based rosters in Roubler:
- Demand-based roster (event attendees) - builds a roster based on the predicted number of customers who will attend a particular event
- 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
Import sales forecast data
Create a template
- Open the Roster via the main navigation bar in Roubler
- Click …
- Select Templates
- Click Create
- Enter a Name, the number of Days the roster should cover, and the Location it applies to
- Click Close
Add shifts to the template
To add demand-based shifts to the roster:
- Click + to add a new shift to the template
- Select a Position
- Select a Location
- Toggle Demand based shift to Yes
- Set the Type to Steps
- Under Steps enter the steps or increments at which you would like to add one additional shift. For example, in the following scenario you would enter 100, 250, 400 under Steps:
- When I have $100+ of forecast sales, add one more chef
- When I have $250+ of forecast sales, add one more chef
- When I have $400+ of forecast sales, add one more chef
- Enter the Minimum shift length in hours
- Enter the Minimum shift length in hours
- Enter the Start offset - or the amount of time before or after the forecast increase you would like to add the additional employee. For example, if you would like the employee to start half an hour before the increase in forecast sales, enter -30.
- Click Show Advanced to set the following:
- Enter a Start day
- Enter a Start time and End time within which you would like the shifts to appear
- Enter a Break duration
- Enter an End Type
- Enter any Requirements
- Enter any Work type
- Enter any relevant Employee notes
- Click Save
- Click Close
- Repeat steps 1 to 13 to build out the demand-based roster template.
Apply the template to the roster
- Open Roster
- Click …
- Click Apply sales demand template
- Pick the template from the Select a template dropdown
- Choose the Start date
- Click Apply
Add regular shifts to the roster
- Add any regular/non-demand based shifts required (i.e. manager shifts) following these instructions.
Assign shifts
Option 1: Assign shifts manually
Option 2: Use the smart roster feature to automatically assign each shift to an employee
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