How to Create Labour Centres and Capacity Adjustments
Labour Centres are a measure of your operational capacity, broken into segments. Each labour centre is linked to an operation, (such as "Sales", "Cutting", or "Install"), and consists of the number of staff (and/or machines) available for that operation, multiplied by the number of available hours each day.
In this article:
Editing or Deleting a Labour Centre
Creating a Capacity Adjustment
Creating a Labour Centre
To create a new labour centre, follow these steps:
- From the User Menu Panel, navigate to Settings > Labour Centres.
- Click Create.
- Name your labour centre, e.g. "Sales Team", or "Laser Cutting".
- Using the Operations drop-down, select all applicable operations for this labour centre.
- Enter the number of hours available for each day. (You may have different hours available on different days.)
- Click Create again.
Important: If you do not have any available hours on weekends or public holidays, make sure to enter a zero (0) in these fields, otherwise you will be set to infinite availability by default.
Example:
You might have 3 sales staff who each work 8 hours per day, Monday to Friday.
- If you allocate 7 hours of their working day to sales operations, you would allocate 21 hours (3 x 7) to each day - with 0 hours on Saturdays and Sundays.
- If one of your sales team members works half-days on Wednesdays, you would adjust this and only allocate 17 hours 30 minutes to Wednesdays.
- If one of your sales team members helps out in the factory on Fridays, you would need to remove 7 hours from the "Sales Team" labour centre for Friday, and add those 7 hours to a factory-related labour centre for that day.
Tip: When you create a labour centre and link it to one or more operations, your changes will automatically be reflected in Settings > Operations:
Editing or Deleting a Labour Centre
To make edits to a labour centre, follow these steps:
- From the User Menu Panel, navigate to Settings > Labour Centres.
- Click into the labour centre you want to edit.
- Click Update.
- From here you can change the name, add/remove operations, or update the available hours if required.
- Click Save Changes.
To Delete a Labour Centre: if you need to delete a labour centre, either click into the one you want to delete and hit the delete button, or delete multiple by clicking the checkboxes from the Labour Centre screen and using the 'With Selected' dropdown to delete.
Creating a Capacity Adjustment
Sometimes you may want to make temporary capacity adjustments, for example if one or more staff are on leave, or if your organisation will be closed for a certain period.
To create a capacity adjustment, follow these steps:
- Go to Settings > Labour Centres and click into the labour centre you want to make a capacity adjustment for.
Click Capacity Adjustments:
- Click Create.
- Name your capacity adjustment, e.g. "Christmas Shutdown" or "Jane Annual Leave".
- Enter a date range.
- Enter the new available hours for this period.
- Click Create again.
