Why is this important?
The schedule optimization function lets you check that the schedule you've created complies with your establishment's operating rules. You can then identify and correct any anomalies.
Access the schedule optimization function
From the week view of the schedule, click on the three dots in the top right-hand corner.
Select Optimize my schedule from the drop-down menu.
How do I define optimization rules?
Structure rules
These rules check that the schedule respects certain operating constraints:
Taking into account employees' availability or unavailability.
Take into account daily rest periods.
Avoiding additional hours.
Control working hours (maximum daily working hours, minimum working hours).
Check the number of employees shifted for each position.
Tick the rules to check the structure of the schedule.
Position rules
These rules define the number of positions required per day and per hour. For example, you can define that you need 4 servers from Monday to Saturday between 11am and 3pm.
Click on the arrow next to each position name.
Double-click on the boxes to enter the desired number of positions per hour and day.
Save your changes by clicking on the button at the bottom of the table.
You can also use a saved schedule template to impose the same structure.
Performance rules
These rules enable you to define the desired performance for the week by entering :
Forecast sales for the week.
Minimum percentage of payroll/sales ratio for the week.
Compare the hours available and the hours scheduled on the schedule to analyze filling levels.
How do I check my structure?
Once you have defined the optimization rules, click on Check my structure at the bottom of the schedule optimization tab.
The tool calculates matches and anomalies in relation to the rules defined.
Any anomalies detected are highlighted in red. Click on the arrow next to the anomaly to view details and modify the schedule accordingly.
Tip: This feature helps you optimize the schedule to meet operating constraints and performance targets. Save the checked and corrected schedule as a template for future use.