When rostering, a demand-based roster template lets you choose a ratio of employees to customers, to make sure your company can meet demand. As a manager, this streamlines your rostering process and eliminates workforce inefficiencies.
For example, a restaurant is catering a wedding. So, the manager wants:
1 chef for every 50 guests.
1 bartender for every 20 guests.
1 waiter for every 15 guests.
When rostering for this event, the manager enters the expected number of guests. Then, MYOB Advanced Workforce Management automatically processes the rules and creates enough shifts to meet demand.
After creating a demand-based roster template, you can process it with the Using Smart Roster to assign each shift to the right people, reducing compliance risks and costs.
Creating and applying a demand-based roster template
To use a demand-based roster template, you need to:
Create the template.
Apply the template to a roster.
Before starting, here's a few tips for demand-based roster templates:
For non-demand positions (like manager), you can combine demand-based shifts and normal shifts in one template.
All changes you make to a template are auto-saved
If you apply a template with demand-based shifts to a pre-filled roster, it will add shifts to it.
The same demand is applied to all days within the template.
To create a template with demand-based shifts
Open Roster.
Click the ... button and select Templates.
Click Create.
In the Add roster template window, complete the fields and click Add.
Click the plus icon (+) to create a new shift.
In the New Shift Template window, set the Demand-based shift? option to Yes.
Complete the fields. The following fields relate to demand-based shifts:
Minimum shifts and Maximum shifts—The number of shifts created for a template is never less than the minimum or more than the maximum.
Ratio—The ratio of customers to employees.
Example
A restaurant wants a ratio of 1 bartender for every 20 guests. The restaurant has 5 bartenders, and at least 2 are required to be present during any shift. So, the manager creates a template with the following settings: Minimum shifts set to 2, Maximum shifts set to 5, Ratio set to 20.
When the template is applied to a roster:
If the demand is 10 guests, the template would create 2 shifts.
If the demand is 60 guests. the template would create 3 shifts.
If the demand is 200 guests, the template would create 5 shifts (the maximum).
At the bottom of the New Shift Template window, click Save.
Click the demand-based template you want to apply, then click Apply on the lower right.
To see if a template is demand-based, check for a person icon (). Here's how it looks:
In the template view:
In the list of templates:
In the window that opens, enter the start date and demand prognoses for the whole template. For example, if your template has a demand-based shift on days 1 and 5, the demand applies to both days and the relevant number of shifts are created.
Select whether you want to Include existing shifts when applying the demand-based roster template.
Yes – Existing shifts count towards demand. The template will only create enough extra shifts to meet demand.
No – Existing shifts don't count towards demand. A full set of demand-based shifts will be created in addition to any existing shifts.
Click Apply.
If you're asked to select a cost centre, select one and click Apply.
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