This document discusses workforce management in the retail sector. It summarizes a modular WFM solution that includes demand control/forecasting, basic scheduling/shift scheduling, and intraday scheduling/work location. It also discusses system integration with human resources management systems, capacity planning, personnel placement, time management, and employee self-service. Graphs and charts show examples of fluctuating personnel demand, scheduling status, and levels and process of personnel planning.

1. WORKFORCE MANAGEMENT
WFM Process in the Retail sector
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August 2008

2. Workforce Productivity
Complete Solutions
Start Nutzen
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3. Workforce Management
SP-EXPERT: a modular WFM solution
Demand control / Forecast Basic Schedule / Shift Intraday Scheduling / Work
Scheduling Location
Web-Terminal / ESSal Group or Services Scheduling by project or
Scheduling activities
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4. System integration
Human Resources Management
Monday
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Monday
Tuesday
Friday
Thursday
Saturday
Sunday
Wednesday
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Meta4
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Employees
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SAP
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05:00 15:00 01:00 11:00 21:00 07:00 17:00 03:00 13:00 23:00 09:00 19:00 05:00 15:00 01:00 11:00 21:00 Daily Shift Personnel Detailed Scheduling
Time
Scheduling Placement Registration of Payroll
Capacity Planning Wage Accounts
Planning Activities
Calculation of net demand
Time Management
Employee Self Service
Datawarehouse
4 Controlling

5. Workforce Productivity
Fluctuating personnel demand
Common scheduling status
Number of Necessary
employees 12 Zone empty hours assignment
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Assignment
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6
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2 Zone over time
10.00 11.00 12.00 13.00 14.00 15.00 16.00 17.00 18.00 19.00 20.00 21.00 Uhr
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6. Workforce Productivity
Fluctuating personnel demand
Diserable scheduling status
Number of Necessary
employees 12 assignment
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assignment
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10.00 11.00 12.00 13.00 14.00 15.00 16.00 17.00 18.00 19.00 20.00 21.00 Uhr
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7. Levels of Planning
•Absences, Shift Preferences
Short-Term 1-4 weeks • Flexible Pooling
•Shift Roster with Breaks
•Re-Forecast
Mid-Term > 1 month •Absences, Shift Preferences
•Yearly Forecast
Long-Term 12 month •Vacation Planning
•HR Management
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8. Process of Personnel Planning
HR Data and Capacity Staff Personnel Payroll and
Time Planning Requirements Placement Controlling
Management •Regional •Regional Planning •Personal
•Personal Manager Manager / •Branch Manager Department
Department Branch Manager
•Unions
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9. Solution based on SP-EXPERT
Strategic Tactical Intraday
Yearly Forecast
Campaing Capacity Forecast
Budgets Re-Forecast Forecast of Trends during
Forecast Events the Day
Employee Qualification and
Working Time Structure Costs and KPIs
Capacity Planning
Roster-Creation with or Intraday-Management and
Planning Long-term Scheduling
without Shift Pattern Operate Shifts
Absence Planning
Time registration with swipe cards
Time
Wage account and payroll creation
Management Controlling
Employee Self
Vacation Planning Shift Preferences  Time Registration  Roster and Timetable
Service
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10. Forecast
Timeline
Module: Strategic Planning Module: Tactical Planning Module: Intraday
 Import and analyze raw data  Import and analyze raw data  Short-term Prognosis based on
vouchers
 Yearly Forecast  Calculating net demand:
Evaluate the demand of staff, their  Trend Prognosis
qualification and contract hours
 Absence Rate / Efficiency
 Time period: Less than 24 hours
 Scenarios of capacity planning and  Premiums
budgets
(Growth, Ticket Value, Events, Costs,  Events
Organizational Structures, etc..
 Time period: 1 – 8 weeks
 Calculating Staffing Level for
Absences
 Time period 1 – 4 years
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11. Forecast
The process of forecasting
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12. Forecast
Analyzing raw data
• Comparable historical data will be evaluated
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13. Forecast
Yearly Forecast
• Allocate Target Hours on Daily
Basis and Calculating
Capacities
Calculate
Calculate Daily Calculate time
weekly
Allocation periods
allocation
Distribute DistributeYearly
Weekly Values Surcharges on Target Values
on calendar weekly values on calendar
days weeks
Fill Daily Target
Values for time
periods
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14. Forecast
Weekly Forecast
• Prognosis of Target Hours
on Daily Basis and in
15min Time Periods
• Taking care of event hours
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15. Forecast
Intraday Operation
• Trend analysis per day with actual data of cash
points
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16. Business Intelligence
Flexible configurable KPIs:
Example: Dashboard
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17. Business Intelligence
Coverage of Demand per market or region
Example: Coverage for time periods of 30min over seven days
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18. Business-Intelligence
Allocation of absences covering a year:
Example: Vacation per year
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19. Thank you for your attention !
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