Automatically apply optimal staff mix goals to branches

Automatically apply optimal staff mix goals to branches for reference during hiring, scheduling, and business strategy fulfillment. The first staff mix plan that fits the current plan parameters for all branches is applied.

Procedure 

  1. Go to Forecasting and Scheduling > Branch Planning > Staff Mixes.

  2. In the Plan Parameters widget Visual building block in an application that is interchangeable, depending on system or user configurations., select the parameters for the staff mix plan.

  3. Select View.

  4. Select Set All to automatically set a target staff mix for each branch.

    The system prompts you to confirm that you want to use the filter to automatically choose a target staff mix for all of the selected branches.

  5. Select Yes.

    The first staff mix that fits the current plan parameters for all branches is applied.

Staff Mix Goals

Staff Mix Selection

Plan Parameters

Staff Mixes

Branch planning