13 Scheduling

Labor Management uses schedule profiles to control schedule appearance and settings at a location. Labor Management can create schedules based on staffing requirements generated from forecast and sales data or you can create schedules. To set up Labor Management to create the schedules, configure the schedule profile for auto-scheduling. After Labor Management creates schedules, authorized employees can edit the schedules.

Scheduling requirements can vary by organization. In most cases, setting up scheduling consists of the following high-level steps:
  1. Verifying your environment has the following portlets and their privileges have been configured:

    • Scheduling - Schedule

    • Scheduling - Admin

    • Staffing - Profile

    The Oracle MICROS Reporting and Analytics User Guide provides more information on adding portlets.

  2. Adding stations and skill levels (optional).

  3. Configuring reason codes for blackout periods.

    A blackout period is a time period during which employees cannot switch shifts or request time off. For example, you can configure a holiday weekend as a blackout period. Employees receive an error when they try to switch shifts or request time off during a blackout period.

  4. Configuring break rules and assigning them to locations.

  5. Creating stations and assigning them to the organization level.

  6. Creating schedule profiles.

  7. Configuring schedule edit restrictions.

    Schedule edit restrictions enable you to control schedule changes that result in labor cost increases.

  8. Assigning staffing profiles to the organization level.

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