Section 7 - Staffing Guides

Navigation: ‘Scheduling' tab, then ‘Staffing Guides’

Goal: To set up sales metric averages for each department that you can use to help make better decisions regarding shift coverage when creating your scheduling.

Staffing Guides Overview

Since your Ameego platform does not import (sync) sales and sales metrics, we assume that you are manually entering your primary sales metric of Net or Gross sales. Did you know that you can also add any other metric (like 'Restaurant Guest') and manually add that data on a daily basis as well? You can use your primary sales metric to set up your staffing guides or any other metric that you have created as long as you enter the data on a regular basis. Click HERE to read our knowledge base article and learn how to do this!

The Staffing Guides section will allow you to choose a metric for a department and input the number of employees required when you reach certain sales points. Then, Ameego's scheduling process will run a forecast and import your base floor plans. Based on this and your staffing guide, we will display how many shifts you have scheduled compared to how many you should have in each 15 minute increment of your business hours. This will allow you to make any required adjustments to the shifts before assigning them to your employees. More on that to come in our Scheduling Guide!

Note: Setting up your staffing guides setup can be a daunting task when you are first learning how to use Ameego. They’re used for an advanced level of analytics in the scheduling process. If you are more comfortable skipping this step for now, you can revisit this area after you have been using Ameego for a few weeks. But don't forget to revisit, the use of these staffing guides one of Ameego's claim to fame!

Setting up a staffing guide

The steps below will guide you through setting up a department with a specific metric and then setting the sales points for that metric. It is important to know that the sale points will be based on 15 minute periods and not hourly. 

Our example will focus on the Server department and we will choose our primary metric of Net Sales.  We feel that one server can handle up to $49.00 in net sales in a 15 minute period. Therefore we would need a second server when we get to $50.00 in net sales, a third when we get to $100, a fourth when we get to $150 and so on. Follow the steps below to set up this example.

  1. Click on the ‘Schedule tab’, then click the ‘Staffing Guides’ sub tab. 
  2. Click on the first department you would like to set up.
    • Our example is the Server department.
  3. Click the ‘Change Sales Metric’ button on the top right to choose a metric.
    • We will choose ‘Net Sales’ for our Server department.
  4. Click on '+ Add sales point' and enter the value of Net Sales needed to require 1 Server on the floor.
    • Enter 1 and click 'Add'.
  5. Click on '+ Add sales point' again to add the sales point required to have 2 servers on the floor.
    • Enter 50 and click 'Add'. 
  6. Keep adding sales points until you reach the maximum amount of servers required at any time. 

Here is an example of how we entered our sales points for our ‘Server’ department as described above. EN_Setting_up_Staffing_Guide_NO_MATCH.gif

Managing Staffing Guides

Here are some other details to help you in regards to editing and revising your staffing guides. 

Edit a sales point - Click on the dot of the sales point to open the edit box. Highlight the existing number and enter your new number. Click ‘Save’.

EN_Edit_Sales_Point.png

 

Add a sales point - When you click on ‘Add Sales Point’ this will add a sales point to the next number of staff needed. In our example, our last sales point entered was for the 7th server, so the new sales point will be for the 8th server. Enter the sales amount we need to have in the restaurant to require an 8th server. Click ‘Save’. EN_Add_Sales_Point.png

 

Remove a sales point - Click on the dot of the sales point to open the edit box. Click ‘remove this sales point’. EN_Remove_Sales_Point.png

 

Change a sales metric for a department - Click on the department name and then click the 'Change sales metric' button. Choose the new metric. If you had sales points set for this department before changing the metric, be sure to review each one and edit where required. EN_Changing_a_Sales_Metric.gif

And lastly, we would like to suggest that you do not need to create a staffing guide for all departments. Some departments (jobs) do not relate directly to the time that the sales occur (like prep or production). Focus on the departments where the requirements directly relate to the sales and have multiple shifts throughout the day. Simply put, the departments where you’re spending most of your labour dollars! 

Here are some suggestions of some ideal sales metrics to use for the following departments. 

    • Server - Restaurant guest, restaurant sales, total guest, net or gross sales
    • Bartender - Liquor sales, liquor count, bar guest, bar sales
    • Host/Hostess - New guest
    • Cook - Meal sales, meal count

Great job team! 

 

 

 

 

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