Every Monday
- Review Performance
- Select last week (or two weeks ago) from the calendar (ensure the bottom left toggle is set to "Actual").
- Compare Forecasted Sales with Actual Sales to evaluate performance.
- Review any days with forecast adjustments to assess whether the adjustments were beneficial or not.
- Check the weekly labor total in the bottom left corner to compare the weekly earned labor with the actual labor used.
- Examine any days that received a grade lower than an "A" and review the intraday coverage for that day.
- Determine when the store was understaffed or overstaffed by analyzing where the "Used" line is below or above the earned area.
- If the graphs or data significantly differ from your experience in the store, make a note to send to Will in the rightwork-support-chat.
- Review Forecasts
- Select the week you are scheduling for from the calendar.
- Consider local events or holidays.
- Review data from the previous week and any prior adjustments.
- Adjust the forecast as necessary and specify the reason for the adjustment.
- Review Employee Roster
- Determine if there are any employees that need to be added or removed
- To Remove an Employee:
- Go to the "Employees" tab on the side navigation bar.
- Click on the profile icon (located on the far right of their row).
- Click on the Manage Access subtab.
- Click the delete icon (trash can button) next to the store you’d like to delete their access to.
- To Add an Employee:
- Go to the "Employees" tab on the side navigation bar.
- Click on the plus icon (purple button on the far right).
- Enter their information.
- To Reorder the Roster List:
- In the "Employees" tab, drag the name (using the 6 dots on the left of their row) to the desired position.
- Click the "Save Order" button.
- Review Availability Coverage
- Switch to Availability mode from the weekly schedule view.
- Update employee availability if any changes are required (e.g., time off).
- Check the Availability Coverage heatmap for potential gaps.
- If you see a lot of red, acknowledge that there may be challenges when scheduling.
- If all green, acknowledge that not everyone may get their target number of hours.
- Write Your Schedule
- Switch back to Schedule mode.
- To initialize a schedule, you can:
- Copy from a previous week.
- Load from a template.
- Load specific people’s schedules from the previous week.
- Start from scratch.
- Write or modify your schedule:
- Manually create shifts by clicking on a New Shift rectangle (apply to multiple days of the week by adding days in the "Apply To" section of the shift inputs).
- Copy/cut and paste shifts as needed.
- Lock any existing days or people you want to keep (by clicking on the three dots by the person or by the day), and use the autoscheduler to propose new shifts.
- Review the proposed changes and the improvement in grade, and accept any days where you want the autoscheduled recommendations to override existing shifts.
- Evaluate Your Schedule
- Look for days without an "A" grade.
- Check the intraday coverage graph for those days to identify overstaffing or understaffing.
- Alternatively, use the Schedule Coverage heatmap to detect overstaffing or understaffing.
- If a Schedule Warning appears, click on it to bring the people with issues to the top.
- Identify shifts with a warning icon (a small exclamation point in the bottom right corner indicates an availability conflict) or people with a warning icon next to their weekly hours (indicating they are scheduled over 40 hours for the week).
- Repeat Step 5 to adjust as needed.
- Publish and/or Print Schedule
- Once satisfied with your schedule, click the "Publish Schedule" button (publishing the schedule will notify anyone with shifts that the schedule has been published).
- Use the print icon to print out the schedule for the week and physically post it.
- Additionally, print out the Daily Coverage Reports if they are helpful.
- Save the schedule as a template if you believe it is a good baseline to use in the future.