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Notes for the reviewer :
• This storyboard captures the text that learners will read during navigating the E-Learning
• As part of finalizing the content, I have:
• Reduced the text on content heavy slides to make it more graspable and presentable to learners
• Created a scenario where the trainer will be visible on screen to explain things and will not be
displayed for content heavy slides.
• Suggested infographics, images and animation
• The storyboard also includes reference images and visual ideas. However, the images and layouts are only
for reference.
• Please review the storyboard for content presentation and text on the slides.
• The notes section consists ofAudio narration script and development notes for further stages of
development. Please refer.
• Complete sentences have an end period and incomplete sentences are left without a period.
Looking forward to your feedback.
Course outline
Course title Roles and Responsibilities of a District Manager
Course
Proficiency
Advanced
Course Level L1
Target
audience
All employees who use WFMR
Learning
objectives
Upon completion of the course, the learner will be able to :
• Explain the significance of District Manager Persona in WFMR
• Discuss the roles and responsibilities of a District Manager
Duration 10 mins
Roles and
Responsibilities of a
District Manager
By- Vinay Prakash
1
CourseOutline
Introduction
District Manager Persona
District Daily Action Report
District Daily Productivity Report
District Pay Summary
District Time Off Requests
Final Assessment
1
LearningObjectives
Explain the significance of District Manager
Persona in WFMR
Discuss the roles and responsibilities of a
District Manager
1
Introduction
District Manager Persona
In WFMR, focus is on user experience.
The persona-based UI aims for higher productivity
and user satisfaction
Personas are realistic character sketches
representing a segment of users.
Personas help WFMR product design by:
• Visualizing the end user and design aspects
based on user’s needs
• Keeping a common vision of the WFMR user
Benefits of District Manager Persona
Tracking sales at the stores
and the corresponding labor
hours that are employed to
service the sales.
1. DailyTasks
Looking at the district
numbers to see how you did in
sales and labor and looking for
items that need your action in
your district/region
Approving the store managers’
requests for time offs
(paid/non paid)
Benefits of District Manager Persona
2. Scheduling
Viewing information on labor
hours and costs by category
for a store or for the entire
district for the pay period
Viewing and generating
reports specific to the district
or store
3. Pay 4. Reporting
Cross-site scheduling enables
you to schedule specific
employees quickly to fill in
scheduling gaps in multiple
sites
Katherine is charged with
ensuring the smooth
operation of all stores in her
district.
She is responsible for
managing her direct reports
and assisting them to run an
efficient store
Katherine
Goals
Construct a team of well trained
and coached managers
Maintain profitability for the
district
Maintain profitability for each
store
Assess labor hours
Assess schedule efficiency
Manage the businesses overall
performance
Minimize turnover
Maximize time spent at a store,
minimizing time spent in our
system
Goals
1
Job Responsibilities
6Ps Of
Marketing
Relay Information to
Corporate
Report to manager
Manage employees
Coaching, Coaching,
Coaching
Train and Observe Store
Managers
Financial tasks
1
While at the store:
• Address process problems at the store
• Has "face time" with her managers and
customers
• Monitor cleanliness, organization, merchandising
• Ensure corporate policies are followed
• Police product promotion consistency
District DailyAction Report
Pay Adjustments
High Dollar Amounts
Large number of adjustments
Large number of Schedule Adjustments
Large number of Punch Exceptions
The “need action”
category
The manager will want to take action with stores that are outside of normal ranges.
District Daily Productivity Report
Responsible for the labor performance of all the stores
Also involves tracking sales at the stores and the
corresponding labor hours that are employed to service
the sales.
This is done by DM to identify any exceptions and take
any followup corrective action if required.
1
District PaySummary
• A DM is accountable for the labor costs incurred at
various stores within his district.
• The Pay Summary report provides information on
labor hours and costs by category for a store or for the
entire district for the pay period.
1
District Time Off Requests
This application enables the DM to
approve requests submitted (through
ESS) by direct reports.
DM has store managers
directly reporting to him
DM has ability create time off
requests for employees
DM can also have a view of
time off days accrued
The application can apply any time
off rules at the enterprise level.
Conclusion
1
Final Assessment
To complete the course, you must take the final assessment. The passing score on
the assessment is 100%.
While taking the assessment, you will not be able to access any other part of the
course.
The assessment has 3 questions. Note that some questions could have more than
one answer.
You have unlimited attempts to take this assessment.
Begin Assessment
Question 1
The District Manager persona enables you to perform:
Select the correct option.
Scheduling
Pay
Reporting
All the above
Answer= D
Question 2
Select the correct option.
Answer= C
Which of the following activities is not carried out by the District Mangers, while at the store?
Address process problems at the store
Monitor cleanliness, organization, merchandising
Look at their district numbers to see how they did in sales and
labor
Ensure corporate policies are followed
Question 3
True
False
Answer= A
A District Manager is responsible for the labor performance of all the stores that fall within his/her
assigned district. This involves tracking sales at the stores and the corresponding labor hours that are
employed to service the sales.
Select the correct option.
Quiz Results Data
Your Score Passing Score
Review Quiz Print Result Retry Quiz
Thank you.
You have successfully completed the course. Please save
the certificate of completion for your reference.
Once done, you may either retake the course again, or
exit.
Restart Exit Course
Print
certificate

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workforce management system_vinay.pptx

  • 1. Notes for the reviewer : • This storyboard captures the text that learners will read during navigating the E-Learning • As part of finalizing the content, I have: • Reduced the text on content heavy slides to make it more graspable and presentable to learners • Created a scenario where the trainer will be visible on screen to explain things and will not be displayed for content heavy slides. • Suggested infographics, images and animation • The storyboard also includes reference images and visual ideas. However, the images and layouts are only for reference. • Please review the storyboard for content presentation and text on the slides. • The notes section consists ofAudio narration script and development notes for further stages of development. Please refer. • Complete sentences have an end period and incomplete sentences are left without a period. Looking forward to your feedback.
  • 2. Course outline Course title Roles and Responsibilities of a District Manager Course Proficiency Advanced Course Level L1 Target audience All employees who use WFMR Learning objectives Upon completion of the course, the learner will be able to : • Explain the significance of District Manager Persona in WFMR • Discuss the roles and responsibilities of a District Manager Duration 10 mins
  • 3. Roles and Responsibilities of a District Manager By- Vinay Prakash 1
  • 4. CourseOutline Introduction District Manager Persona District Daily Action Report District Daily Productivity Report District Pay Summary District Time Off Requests Final Assessment 1
  • 5. LearningObjectives Explain the significance of District Manager Persona in WFMR Discuss the roles and responsibilities of a District Manager 1
  • 7. District Manager Persona In WFMR, focus is on user experience. The persona-based UI aims for higher productivity and user satisfaction Personas are realistic character sketches representing a segment of users. Personas help WFMR product design by: • Visualizing the end user and design aspects based on user’s needs • Keeping a common vision of the WFMR user
  • 8. Benefits of District Manager Persona Tracking sales at the stores and the corresponding labor hours that are employed to service the sales. 1. DailyTasks Looking at the district numbers to see how you did in sales and labor and looking for items that need your action in your district/region Approving the store managers’ requests for time offs (paid/non paid)
  • 9. Benefits of District Manager Persona 2. Scheduling Viewing information on labor hours and costs by category for a store or for the entire district for the pay period Viewing and generating reports specific to the district or store 3. Pay 4. Reporting Cross-site scheduling enables you to schedule specific employees quickly to fill in scheduling gaps in multiple sites
  • 10. Katherine is charged with ensuring the smooth operation of all stores in her district. She is responsible for managing her direct reports and assisting them to run an efficient store Katherine
  • 11. Goals Construct a team of well trained and coached managers Maintain profitability for the district Maintain profitability for each store Assess labor hours Assess schedule efficiency Manage the businesses overall performance Minimize turnover Maximize time spent at a store, minimizing time spent in our system Goals 1
  • 12. Job Responsibilities 6Ps Of Marketing Relay Information to Corporate Report to manager Manage employees Coaching, Coaching, Coaching Train and Observe Store Managers Financial tasks 1
  • 13. While at the store: • Address process problems at the store • Has "face time" with her managers and customers • Monitor cleanliness, organization, merchandising • Ensure corporate policies are followed • Police product promotion consistency
  • 14. District DailyAction Report Pay Adjustments High Dollar Amounts Large number of adjustments Large number of Schedule Adjustments Large number of Punch Exceptions The “need action” category The manager will want to take action with stores that are outside of normal ranges.
  • 15. District Daily Productivity Report Responsible for the labor performance of all the stores Also involves tracking sales at the stores and the corresponding labor hours that are employed to service the sales. This is done by DM to identify any exceptions and take any followup corrective action if required. 1
  • 16. District PaySummary • A DM is accountable for the labor costs incurred at various stores within his district. • The Pay Summary report provides information on labor hours and costs by category for a store or for the entire district for the pay period. 1
  • 17. District Time Off Requests This application enables the DM to approve requests submitted (through ESS) by direct reports. DM has store managers directly reporting to him DM has ability create time off requests for employees DM can also have a view of time off days accrued The application can apply any time off rules at the enterprise level.
  • 19. Final Assessment To complete the course, you must take the final assessment. The passing score on the assessment is 100%. While taking the assessment, you will not be able to access any other part of the course. The assessment has 3 questions. Note that some questions could have more than one answer. You have unlimited attempts to take this assessment. Begin Assessment
  • 20. Question 1 The District Manager persona enables you to perform: Select the correct option. Scheduling Pay Reporting All the above Answer= D
  • 21. Question 2 Select the correct option. Answer= C Which of the following activities is not carried out by the District Mangers, while at the store? Address process problems at the store Monitor cleanliness, organization, merchandising Look at their district numbers to see how they did in sales and labor Ensure corporate policies are followed
  • 22. Question 3 True False Answer= A A District Manager is responsible for the labor performance of all the stores that fall within his/her assigned district. This involves tracking sales at the stores and the corresponding labor hours that are employed to service the sales. Select the correct option.
  • 23. Quiz Results Data Your Score Passing Score Review Quiz Print Result Retry Quiz
  • 24. Thank you. You have successfully completed the course. Please save the certificate of completion for your reference. Once done, you may either retake the course again, or exit. Restart Exit Course Print certificate

Editor's Notes

  1. Development notes: Present the title using appropriate animations. Use fade-in animation. Show graphic 1 with OST. Image Source: https://www.shutterstock.com/image-vector/man-looking-cv-profile-make-examination-1221976618
  2. Note to reviewer: I have tried to break down course structure in only integral components. Please refer. Development notes: Fade-in OST with image 1. Image Source: https://www.shutterstock.com/image-vector/green-globe-trees-sities-wind-turbines-82984465
  3. Note to reviewer: I have tried to break down learning objectives according to Bloom’s Taxonomy. Development notes: Fade-in OST with image 1. Image Source: https://www.shutterstock.com/image-vector/business-continuity-disaster-recovery-2054195813
  4. Audio Narration: District Manager oversees assigned stores in a specific area. They are responsible for budgets and goals within the district and report to a Regional Manager. The DM ensures the smooth operation of all stores within his or her district by monitoring specific metrics that the business requires; specifically, sales, labor, and task driven metrics. The DM compares their stores to quickly identify problem areas and drill into the information to help inform stores of the direction to take. Development notes: Fade in OST.
  5. Audio Narration: a. In Workforce Management for Retail, the focus is on user experience and the UI aims to remove any dependence on an expert to carry out core tasks. b. The persona-based UI provides differentiated, focused, and tailored role-based experience resulting in higher productivity and user satisfaction. c. Personas are realistic character sketches representing a segment of users. Personas bring the user to life and help make design decisions keeping in mind the users and the activities performed in the store. Personas help WFMR product design by: • Visualizing the end user and design aspects of WFMR based on the user’s needs • Keeping a common vision of the WFMR user in mind throughout the design process Development notes: Use fade-in animation to build OST one by one in sync with audio narration. Image source: https://www.shutterstock.com/image-vector/vector-schematic-representation-water-cycle-nature-114207889
  6. Audio Narration: The District Manager persona enables you to perform: Daily Tasks: The daily tasks involve: Tracking sales at the stores and the corresponding labor hours that are employed to service the sales. The three main data elements necessary for a DM are the actual sales dollars, the labor hours used, and the associated labor costs. Looking at the district numbers to see how you did in sales and labor and looking for items that need your action in your district/region Approving the store managers’ requests for time offs (paid/non paid) Development notes: Use fade-in animation to build OST one by one in sync with audio narration.
  7. Audio Narration: Scheduling: Cross-site scheduling enables you to schedule specific employees quickly to fill in scheduling gaps in multiple sites Pay: Viewing information on labor hours and costs by category for a store or for the entire district for the pay period Reporting: Viewing and generating reports specific to the district or store Development notes: Use fade-in animation to build OST one by one in sync with audio narration.
  8. Audio Narration: Katherine is charged with ensuring the smooth operation of all stores in her district. Increasing sales while keeping labor at optimum levels is one of her priorities. She is responsible for managing her direct reports and assisting them to run an efficient store, and therefore, must possess knowledge of the store/customer dynamic throughout her district. Development notes: Show the OST and graphic 1 with audio narration. Use fade-in animation. Image source: https://www.shutterstock.com/image-vector/distance-education-woman-study-during-quarantine-1681529620
  9. Audio Narration: Goals: • Construct a team of well trained and coached managers • Maintain profitability for the district • Maintain profitability for each store • Assess labor hours • Assess schedule efficiency • Manage the businesses overall performance • Minimize turnover • Maximize time spent at a store, minimizing time spent in our system Development notes: Show image 1. Use fade-in animation to build OST one by one in sync with audio narration. Image source: https://www.shutterstock.com/es/image-vector/vector-infographic-template-3d-paper-label-1162893286
  10. Audio Narration: Job Responsibilities • Coaching, Coaching, Coaching • Manage employees (store managers) • Train and Observe Store Managers • Relay Information to Corporate • Report to manager (VP or Regional Manager) Financial tasks including monitoring inventory costs, audits, budgets, analyzing reports Development notes: Show image 1. Use fade-in animation to build OST one by one in sync with audio narration. : The infographic is anticlockwise from top to bottom. Create simple infographic as shown, no icons. Animate build up of points neatly, in sync with audio, till entire infographic is visible at the end. Show infographic point 1 as per audio narration with their icons Show infographic point 2 as per audio narration with their icons Show infographic point 3 as per audio narration with their icons Show infographic point 4 as per audio narration with their icons Show infographic point 5 as per audio narration with their icons Show infographic point 6 as per audio narration with their icons Image source: https://www.shutterstock.com/es/image-vector/vector-infographic-template-3d-paper-label-1162893286
  11. Audio Narration: While at the store: Address process problems at the store Has "face time" with her managers and customers Monitor cleanliness, organization, merchandising Ensure corporate policies are followed Police product promotion consistency Development notes: Use fade-in animation to build OST one by one in sync with audio narration. Image source: https://www.shutterstock.com/es/image-vector/vector-infographic-template-3d-paper-label-1162893286
  12. Audio Narration: The district manager will typically do two things at the start of their day: Look at their district numbers to see how they did in sales and labor Look for items that need their action in their district/region While it can be difficult to determine what items fall into the 'need action' category, some of they typical things would probably be: • Pay Adjustments • High Dollar Amounts • Large number of adjustments • Large number of Schedule Adjustments • Large number of Punch Exceptions Typically the district manager doesn't care about the details of these types of items unless they are of the level that needs attention. Stores that are operating within acceptable ranges don't require his action on these items. But the manager will want to take action with stores that are outside of normal ranges Development notes: Build infographic. Use fade-in animation to build OST one by one in sync with audio narration.
  13. Audio Narration: A District Manager is responsible for the labor performance of all the stores that fall within his/her assigned district. This involves tracking sales at the stores and the corresponding labor hours that are employed to service the sales. The three main data elements important to a DM are the actual sales dollars, the labor hours used and the associated labor costs. The DM needs the flexibility to report on these numbers at the district level as well as at the individual store level so that he can identify any exceptions and take any followup corrective action if required. The exceptions are identified in terms of how much the actual sales dollars, the labor hours and labor costs vary from forecasted and budgeted values. Development notes: Show the OST and graphic 1 with audio narration. Use fade-in animation.
  14. Audio Narration: A District Manager is accountable for the labor costs incurred at various stores within his district. Labor costs are paid out at fixed intervals, referred to as pay periods. This includes paying the hourly wage workers as well as salaried wage workers. The hours worked by an hourly employee are categorized into various categories such as regular, overtime, holiday pay, etc. depending on how many total hours were worked in the pay period, time of the day when the employee worked and a combination of various state and local labor laws. The DM is interested in knowing what categories account for his labor costs in a given pay period for a specific store or all the stores in his district. This enables him to identify any categories (especially the overtime ones) that are incurring costs beyond their expected levels so that he can take necessary steps to get them back under control. The Pay Summary report provides information on labor hours and costs by category for a store or for the entire district for the pay period. Development notes: Show the OST and graphic 1 with audio narration. Use fade-in animation.
  15. Audio Narration: A DM has store managers for all the stores within his district directly reporting to him. He/She is responsible for approving their requests for time offs (paid/non paid). This application enables the DM to approve requests submitted (through ESS) by direct reports. The application will also provide the DM with the ability to create time off requests for employees directly reporting to him/her. This application will also provide the DM with a view of time off days accrued by the requesting employee. The application will apply any time off rules that have been configured at the enterprise level including maximum numbers of days over the accrued balance that the employee can be approved for and if it can be overridden by the DM Developer notes- Use fade-in animation to build OST one by one in sync with audio narration.
  16. Audio Narration: By now you shall have a brief idea about the WFMR- roles and responsibilities for a District Manager. Developer Notes: Show OST with graphic 1. Image source: https://www.shutterstock.com/image-vector/job-manager-searching-recruitment-hiring-management-1769746463
  17. Developer Notes- Screen Type: single select choice. Correct Answer: D
  18. Developer Notes- Screen Type: single select choice. Correct Answer: C
  19. Developer Notes- Screen Type: single select choice. Correct Answer: A
  20. Image source- https://www.shutterstock.com/image-vector/online-business-education-concept-vector-flat-1625358841
  21. Image source- https://www.shutterstock.com/image-vector/vector-flat-illustration-little-men-prepare-1060898801