Dynamic rules

Updated 2 months ago by Leigh Hutchens

Configuration

Dynamic rules is one option in creating a staffing guide or "optimal staffing" within Quinyx. Dynamic rules can be configured for one or more variables .

To be able to configure Dynamic rules the Module Forecast needs to be activated for you organisation and you need to have access to Group settings and role access to Forecast.

  • From group settings
  • Go to Forecast > Dynamic rules
  • Click add

Description of fields

Amount per hour

This value is the value of the connected variable and predicted value for an hour. In our example we will define that each 1000 of the variable Sales for one hour equals 1 shift (2000 equals 2 shifts etc) . Depending on what resolution you have your forecast calculated to optimal staffing for the selected period will be calculated according to this formula. E.g., the value will always be calculated up to a 60 minutes resolution before rules are applied.

Variable

Choose the variable you want the dynamic rule to calculate on

Weekdays

Choose what weekdays this rule should apply on. You can select multiple weekdays as well as single ones depending if your rules demands different settings for different days of the week

Start time

Choose what start time of the day the rule should be applied on. You may have multiple time periods during the same weekday if you need to have different rule per different parts of the day. Default value is full day eg 00:00 - 23:59

End time

Connected with the setting above. Choose what end time of the day the rule should be applied on. You may have multiple time periods during the same weekday if you need to have different rule per different parts of the day. Default value is full day eg 00:00 - 23:59

Shift types

Choose what shift types you want to associate with the rule. Eg what is the need in regards of shifts connected to the rules. In order to use functionality such as schedule optimization this is important to set correctly.

You may add multiple shift types to the rules you are creating.

Example of calculation

This is an example of how the dynamic rule calculates optimal staffing when the resolution of the uploaded data is on 60,30 or 15 minutes.

Amount per hour defined in the dynamic rule

Number of shifts/persons per hour corresponding to that value

130

2 Ordinary shifts

230

3 Ordinary shifts

430

4 Ordinary shifts

730

5 Ordinary shifts

830

6 Ordinary shifts

930

8 Ordinary shifts

1130

10 Ordinary shifts

1350

12 Ordinary shifts

60 minute resolution

In this example we only have the input data for the Neo Forecast on 60 minutes (hourly level). Our input data is in this example Gross Sales

Date

Time (From - To)

Forecasted Gross Sales

Sales "cadence" per hour

Optimal headcount for that period (according to table above)

2019-02-28

17:00:00-17:59:59

589.32

589.32

4 Ordinary shifts for the 60 minute period (240 minutes of scheduled time)

30 minute resolution

In this example we have the input data for the Neo Forecast on 30 minutes resolution. Our input data is in this example still Gross Sales AND it´s the same unit and period as before but with a "better" resolution

Date

Time (From - To)

Forecasted Gross Sales

Sales "cadence" per hour

Optimal headcount for that period (according to table above)

2019-12-28

17:00:00 - 17:29:59

290.99

581.98

4 Ordinary shifts this 30 minute period (120 minutes of scheduled time)

2019-12-28

17:30:00 - 17:59:59

298.33

596.66

4 Ordinary shifts this 30 minute period (120 minutes of scheduled time)

In this example the data gave the same outcome in regards of optimal headcount as in 4 shifts where needed for each period of the hour
15 minute resolution

In this example we have the input data for the Neo Forecast on 15 minutes resolution. Our input data is in this example still Gross Sales AND it is the same unit and period as before but with an even "better" resolution.

Date

Time (From - To)

Forecasted Gross Sales

Sales "cadence" per hour

Optimal headcount for that period (according to table above)

2019-12-28

17:00:00 - 17:14:59

83.7

334.8

3 Ordinary shifts this 15 minute period (45 minutes of scheduled time)

2019-12-28

17:15:00 -17:29:59

207.29

829.16

5 Ordinary shifts this 15 minute period (75 minutes of scheduled time)

2019-12-28

17:30:00 - 17:44:59

211.16

844.64

6 Ordinary shifts this 15 minute period (90 minutes of scheduled time)

2019-12-28

17:45:00 -17:59:59

87.17

348.68

3 Ordinary shifts this 15 minute period (45 minutes of scheduled time)

In this example the data and rules gives a better understanding of how the need is spread over the hour.


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