Create or Edit a Staffing Level Template (Task)

The Staffing Level Templates setup screen will allow authorized users to create and maintain a list of labor scheduling templates that will be used to calculate and display "Ideal Hours" (based on forecasted sales, guests or checks) in Teamworx labor schedules. Users can create Task-based templates and define ranges for multiple Position/Task combinations to get the desired “Ideal Hours” for each Position on the Labor Schedule. Users can also assign Task-based templates to one or more locations; these corporate templates will be available only to those locations. Tasks defined on these templates will appear on the Net-Chef Dashboard.

Note: Please be aware that changes made to Staffing Level Templates are not automatically reflected in Ideal and Earned Hours on existing schedules. To ensure accuracy, Staffing Level Templates must be reapplied to existing schedules and then the schedule must be saved.

Under the Labor menu, click Staffing Level Templates. The summary screen will open.
To create a new demand-based template, click the New Staffing Level Template (Task) button. To edit an existing template, click the Staffing Level Template hyperlink for the appropriate template.
On the Template Details tab, enter the Template name.
The Active box is checked by default; clear this check box if the template should not be active.
The Labor Schedule Driven By drop-down defaults to 'Sales'; if desired, you can change this to 'Guests'. {Note}: When 'Guests' is selected, the system will utilize guest metrics to calculate Ideal and Earned Hours, which will enable managers to create schedules based on anticipated guest volume. Success can measured based on the number of guests served instead of sales generated, which can vary due to price increases and/or geographical location.
If "Labor Schedule Driven By" is set to 'Sales', the Base Currency can be changed to another currency used by any active location. If not, this field cannot be edited. {Note}: This drop-down will not appear if the Company and all Locations are configured to use the same currency. When visible, it can only be edited while creating the template; it cannot be changed later.
Select or Enter the Begin Date and End Date for this staffing template. This allows you to define staffing levels for specific time periods, such as holiday weeks or special events that require different staffing levels than usual.
In the first row, enter a Task description (up to 40 characters).
Select a Position from the drop-down.
Enter the # of Emps (Employees) that will be needed to complete this task in the specified time frame.
Check the box for each Day of the week that this task should be performed by employees in the selected position. Note: The order in which the days of the week will appear is based on the Company "Week Ending Day" setting.
Enter the Start Time and End Time to indicate the time of day (in 24-hour time format) during which the task should be performed.
Enter the Duration (Hrs.) in 15 minute increments (.25, .50, .75, 1.00, etc) to indicate how long it should take this task to be performed. {Note}: This can help managers determine when to schedule each task. If Duration is Less than (End Time - Start Time), the Ideal & Earned Hours will be populated for the earliest possible time slots between Start Time and End Time.
Check the Sched. Task box to make this task available in the Teamworx labor schedule. If checked, the # of Employees and Duration will be factored into the Ideal Hours calculation on the Labor Schedule for the selected days.
Check the Dash. Task box to make this task available in the Daily Tasks section of the Net-Chef Dashboard. If checked and this template is selected as a location’s "Default" template, this task will appear on the Dashboard for the selected day(s) of the week, with the End Time as part of its due date/time.
The Active box is checked by default; clear this check box if the task should not be active. If a task is "Inactive", it will not be factored into the Ideal & Earned Hours calculations nor displayed on the Dashboard, regardless of the settings in steps 13 & 14.
Enter Day Sales/Guests >= if the task should only be performed when total sales/guests for the day exceed this amount.
To define additional tasks, click the Plus (Add) icon and repeat steps 7-16 for each new row.
To print a report of all tasks currently displayed on the screen, click the Printer (Export) icon and select the desired options.
When finished, click the Disk (Save) icon.

Next Step: Link the Staffing Level Template to Locations or Location Groups