Task screens in the intelligent workflow

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.

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.

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.