How to mark an exception day

How to mark an exception day#

For: Manager | Admin You’ll need: A plan that includes demand forecasting — Plus or Pro.

Some days lie. A refurbishment week, a street festival outside your door, a one-off promotion — if the forecast learns from those days as if they were normal, it will keep expecting them. A marker tells Shiftavo how to treat a date range for one location.

Create a marker#

  1. Go to Planning → Demand → Markers.

  2. Click ‘Create’.

  3. Give it a ‘Name’ you’ll recognize later, for example Kitchen refit or Street festival.

  4. Pick the ‘Location’ it applies to.

  5. Set ‘Start date’ and ‘End date’. The end date is inclusive — the marker covers that day too.

  6. Choose what it does — see below.

  7. Click ‘Save’.

The two things a marker can do#

  • ‘Exclude from history’ — those days are dropped from what the forecast learns. Use it for days that weren’t representative: a closure, a power cut, a building site out front, a one-off promotion.

  • ‘Uplift %’ — raises or lowers the forecast for those days by that percentage, for example 40 for a promotion you expect to lift covers by 40%, or -40 for a quiet stretch. It changes the forecast for days still ahead; recorded history stays as it was.

The two work independently, so one marker can do both.

Tip

Mark the day as soon as you know about it, not after. A marker’s ‘Uplift %’ on a future date changes that day’s forecast — that is how a planned event reaches next month’s staffing. Once the day has passed, ‘Exclude from history’ keeps it from teaching the forecast.

Verify it worked#

Open How to read the demand plan for a future week covered by an uplift marker. The day detail’s adjustment line includes “your marker +40%” (or whatever your uplift is) — for an uplift of 5% or more.