A group labor matrix is a labor matrix shared across multiple locations.
The labor matrix for assigned locations defines the fixed labor values and variable labor minimums and thresholds used to generate labor forecasts for all locations assigned to the group. When a location is assigned to a group labor matrix, its single location labor matrix is view only.
Parent jobs group location-level jobs from multiple locations so that they can be treated as a single job when configuring labor matrix groups. Each parent job can contain only one job per location.
From this screen, users can:
View labor matrix settings for the group of locations
Update future versions:
Change effective date of the version
Change the labor type of location jobs
Group labor matrixes are read-only until a new version is created.
This feature is in beta for select customers. Contact your CSM for more information.
Security
Users must have the following permission to access group labor matrixes:
Sales & Cash → Forecasts → Labor Matrix Setup → View/Edit Multi-Location Setup
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Expand the Workforce category.
Select Labor Matrix.
Select the Groups tab.
Click the row for the desired group.
Group Labor Matrix Buttons and Fields
A group labor matrix contains four sections:
Group name & locations
Defines the locations assigned to the group and the date when the labor matrix version begins.
Parent jobs
Lists all parent jobs assigned to the group and identifies their labor type. Changing a job’s labor type moves it between the fixed and variable labor sections.
Fixed labor
Defines weekly fixed hours for non-service jobs that do not depend on sales volume, such as salaried manager roles.
Variable labor
Defines thresholds and minimums for service-related jobs that depend on sales volume or entrees.
Group Name & Locations
Button/Field | Description | |
|---|---|---|
1 | Group | Group currently displayed |
2 | Version History | Opens the Version panel where past and future versions can be opened. |
3 | X (Close) | Closes the labor matrix and returns to the Labor Matrix page. |
4 | Section Navigation | Indicates the currently displayed section. Click to navigate to the desired section. |
5 | New Version Banner | Indicates that a future version will take effect on the listed date. |
6 | View Version | Opens the Version panel and displays the future version in edit mode. |
7 | Name | Name of the group as it displays throughout the system |
8 | Locations | Locations assigned to the group. Learn more about managing locations for a group labor matrix. |
9 | Effective date | Date that the currently displayed version is active. |
Parent Jobs
Button/Field | Description | |
|---|---|---|
1 | Parent Job | Parent job associated with the group of locations. |
2 | Assigned Jobs | Location jobs associated with the parent job. |
3 | Labor Type | Defines the location job(s) in the parent job as either fixed labor or variable labor.
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Assign Location Jobs to Parent Jobs
Button/Field | Description | |
|---|---|---|
1 | Bulk select | Selects the location job and opens the bulk edit menu. Learn more about assigning location jobs to parent jobs. |
2 | Location Job | Name of the job |
3 | Location | Location associated with the job |
4 | Parent Job Menu | Opens the parent job assignment menu. Learn more about assigning location jobs to parent jobs. |
Learn more about parent jobs.
Fixed Labor
Only parent jobs configured as ‘Fixed labor’ in the ‘parent jobs’ section are listed.
Button/Field | Description | |
|---|---|---|
1 | Fixed labor job | Parent job configured as fixed labor in the ‘Parent Jobs’ section. |
2 | Hours per week | Labor hours per week for the job. These hours will be spread evenly across all forecasted days in the week. |
Variable Labor
The layout of the variable labor section varies depending on the ‘Set minimums & thresholds’ setting.
Same for all jobs - Minimums and thresholds are configured directly below the ‘Set minimums & thresholds’ setting.
Define by job - Minimums and thresholds are configured in a sub-screen after selecting the desired job.
Set Minimums & Thresholds - Same For All Jobs
Button/Field | Description | |
|---|---|---|
1 | Forecast hour type | Indicates if threshold amounts on the labor matrix are entered as sales or entrees.
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2 | Set minimums & thresholds | Determines if minimums and thresholds are configured as totals for all jobs combined or configured separately for each job. |
3 | Define by day of the week toggle | Determines if labor minimums are configured once for all days of the week or configured for each day of the week separately. |
4 | Day of the week selector | Indicates the day of the week that the labor minimum configurations apply to. Click to select the desired day of the week.
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5 | Labor minimum | Details for a single labor minimum:
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6 | Additional minimum threshold | Additional minimum threshold within the same time range as the labor minimum above it. Additional thresholds must have a larger daily forecast amount than the previous minimum within the same time period.
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7 | Trashcan (delete) minimum | Deletes the labor minimum threshold. |
8 | Plus (add) additional minimum threshold | Adds an additional minimum threshold within the same time period |
9 | Add minimum | Adds a labor minimum with a later start and end time.
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10 | Define by day part toggle | Determines if labor thresholds are configured once for the day or configured for each day part separately. |
11 | Day part selector | Indicates the day part that the labor threshold configurations apply to. Click to select the desired day part.
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12 | Labor threshold | Details for a single labor threshold:
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13 | Trashcan (delete) labor threshold | Deletes the labor threshold. |
14 | Add threshold | Adds a new labor threshold.
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Set Minimums & Thresholds - Define by Job
Button/Field | Description | |
|---|---|---|
1 | Forecast hour type | Indicates if threshold amounts on the labor matrix are entered as sales or entrees.
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2 | Set minimums & thresholds | Determines if minimums and thresholds are configured as totals for all jobs combined or configured separately for each job. |
3 | Set labor minimums by day of the week checkbox | Determines if labor minimums are configured once for all days of the week or configured for each day of the week separately.
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4 | Set labor thresholds by day part checkbox | Determines if labor thresholds are configured once for the day or configured for each day part separately.
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5 | Job | Summary details for a single job:
Click to open the minimums and thresholds configuration screen for the job. (See below) |
Job Minimums & Thresholds Screen
Button/Field | Description | |
|---|---|---|
1 | Job | Job associated with the labor minimums and labor threshold configurations. |
2 | Day of the week selector | Indicates the day of the week that the labor minimum configurations apply to. Click to select the desired day of the week.
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3 | Labor minimum | Details for a single labor minimum:
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4 | Additional minimum threshold | Additional minimum threshold within the same time range as the labor minimum above it. Additional thresholds must have a larger ‘Daily forecast’ amount than the previous minimum within the same time period.
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5 | Trashcan (delete) minimum | Deletes the labor minimum threshold. |
6 | Plus (add) additional minimum threshold | Adds an additional minimum threshold within the same time period |
7 | Add minimum | Adds a labor minimum with a later start and end time.
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8 | Day part selector | Indicates the day part that the labor threshold configurations apply to. Click to select the desired day part.
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9 | Labor threshold | Details for a single labor threshold:
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10 | Trashcan (delete) labor threshold | Deletes the labor threshold. |
11 | Add threshold | Adds a new labor threshold.
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