Labor matrix versioning manages updates to fixed and variable labor configurations within a location’s labor matrix. These configurations are used to calculate forecasted labor. Learn more about configuring fixed labor and variable labor.
New Labor Matrix Experience
This article covers the new labor matrix experience. If the new labor matrix is not enabled, see the the Legacy Labor Matrix Overview article.
New versions are created from the location’s labor matrix record and take effect on the first day of an operational week.
Labor forecasts use the version whose effective date matches the week being forecasted. Current and past versions are read-only.
Security
Users must have the following permission to create or edit labor matrix versions:
Sales & Cash → Forecasts → Labor Matrix Setup → View/Edit (Single 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.
Create a Single-Location Labor Matrix Version
Follow these steps to create a new version of a single-location labor matrix:
Click steps to expand for additional information and images.
1) Navigate to the desired location’s labor matrix.
Select Admin from the left navigation rail.
Expand the Workforce category.
Select Labor Matrix.
Select the Locations tab.
Click the row for the desired location.
2) Click Add Version.
3) Enter an effective date that falls on the first day of a future operational week.
4) Update fixed labor or variable labor configurations as needed.
5) Click Save version.
An effective date is required to save the version.
After saving, the version cannot be deleted.
After saving, the version remains editable until its effective date.
View Past or Future Labor Matrix Versions
Follow these steps to view other versions of a location’s labor matrix:
Click steps to expand for additional information and images.
1) Navigate to the desired location’s labor matrix.
Select Admin from the left navigation rail.
Expand the Workforce category.
Select Labor Matrix.
Select the Locations tab.
Click the row for the desired location.
2) Click the History button in the header.
The Version History panel opens on the right and displays a list of all versions.
3) Click View for the desired version.
Editability is determined by the effective date; versions with future effective dates are editable, versions with past effective dates are read-only.
