Intelligent workflow in Labor Planning

Labor Planning can be configured with an intelligent workflow that guides you through each step of the planning process as it pertains to your property. For example, if you manage a chain of restaurants, you can exclude hotel planning screens like Generate Rooms Forecast and Edit Rooms Forecast from the workflow. When you access the Planning screen in RMS, you are taken directly to the first task that needs to be completed for the planning or pay period. RMS then guides you through each task until you have completed all planning for the planning or pay period.

Contact your Unifocus Client Success Manager (CSM) to configure the intelligent workflow.

Intelligent workflow screen

This table provides an overview of the intelligent workflow.

Step Action Overview

1

Access Planning.

  1. In the upper-left corner of the screen, select Access your applications ().
    The menu expands.

  2. Select Labor> Planning.
    The Planning screen appears.

2

Complete the task.

Complete the task on the screen.

This table provides an overview of the various tasks on the Planning screen.

Task Overview Notes
Forecasting
Entering forecast environments Inform the system of upcoming environments that will affect certain business levels (KBIs) on certain days.  
Entering pre-work Enter reservation book counts for market segment KBIs. The Unifocus forecasting engine uses these book counts to produce the forecast business volumes for the KBIs. To ensure accurate forecasting, enter book counts at the same time each week.
Importing forecast KBIs Import forecast KBI values from an existing file.  
Entering input KBI forecasts Review and enter the forecast business volumes for KBIs that are not included in the Rooms and Revenue Center forecasting process.  
Generating the rooms forecast Produce a system-calculated forecast for market segments.  
Editing the rooms forecast Review, enter, and update the forecast business volumes for market segment KBIs.  
Generating revenue center forecasts Produce a system-calculated forecast for outlets such as restaurants, lounges, golf, and other revenue centers. You must configure Revenue Centers to generate Revenue Center Forecasts.
Working with the Edit Revenue Center screen Review revenue center forecasts, apply forecast environments (if necessary), and override system forecasts with your own forecasts.  
Planning
Generating projected hours Create the labor plan (system-planned shifts) for the current planning period or some other chosen date range.  
Scheduling
Generating schedules Auto-schedule employees into planned shifts.  
Exporting schedules Export employee schedules to your time and attendance system. You must have the appropriate interface configured to run this task.
For more information, seeInterfaces
Working with the Manage Schedules screen Approve and publish schedules.  
Working with the Enter Scheduled Hours screen If your organization does not use the Labor component of RMS for scheduling, use the Enter Scheduled Hours screen to manually enter scheduled hours and costs in RMS.  

3

Navigate to the next task in the workflow.

At the top of the screen, select the Next Task button () to access the next task screen.
The next task in the workflow appears.

4

Repeat steps 2 and 3 until all tasks are complete.

Continue working through all tasks in the workflow. If necessary, select the ellipses () button to return to the previous task or start tasks for a new planning period.

Note: The available tasks are tailored to the specific needs of your organization. Some tasks might not be available to you while using the intelligent workflow.

5

Finish or start tasks for the next planning period.

When all tasks for the current planning period are complete, you may exit the screen or select Start Next Planning Period ().