Industry pack: Retail

Retail adds what a retail organisation needs on top of HCM Core: store week, seasonal hire, store leaver, shrink case. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

1. Who uses it

Role	What they do
Store manager	Builds the weekly schedule and reads labour cost against sales.
Area / regional manager	Compares stores on sales per labour hour and turnover.
HR business partner	Watches seasonal hiring and shrink-related cases.

2. Before you start

• Installed plugin: hcm-industry-retail (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
• Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
• Trial data: in a trial tenant, generate the Retail industry pack in Demo Data: 10 store week, 10 seasonal hire, 8 store leaver, 6 shrink case.

3. Set up

1. Open Retail > Store Staffing and enter, for each store and week, scheduled hours, sales and headcount.
2. Record seasonal and permanent hires in Seasonal Hiring.
3. Record each Leaver with reason, to see turnover by store.
4. Record Shrink Cases (theft, process error) tied to a store.

4. Daily use

4.1 Store week

One store in one week: hours worked, headcount and sales. Sales per labour hour is the main productivity figure in retail. Open Store week in the sidebar under Industry Pack, Retail. Choose Add store week to add a record, click a row to change or delete it. The fields are: store, week starting, headcount, labour hours, sales.

4.2 Seasonal hire

A seasonal or permanent hire for a store, with start date and whether they stayed on. Open Seasonal hire in the sidebar under Industry Pack, Retail. Choose Add seasonal hire to add a record, click a row to change or delete it. The fields are: person, store, contract, start date, kept on.

4.3 Store leaver

Someone who left a store, with the reason. Retail turnover is high, so reasons matter. Open Store leaver in the sidebar under Industry Pack, Retail. Choose Add store leaver to add a record, click a row to change or delete it. The fields are: person, store, reason, left on, months in the job.

4.4 Shrink case

Inventory loss tied to people or process: theft, receiving error, process failure. Open Shrink case in the sidebar under Industry Pack, Retail. Choose Record shrink case to add a record, click a row to change or delete it. The fields are: case, store, cause, loss amount, found on.

5. Charts, reports and exports

Figure	What it counts
Sales per labour hour
Leavers, last 12 months
Left within 3 months
Seasonal kept on %
Shrink loss
Sales per labour hour by store	Total sales divided by labour hours, per store
Why people leave	Leavers by reason
Leavers by store	Which stores lose the most people
Shrink loss by cause	Total loss per cause

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

7. Rules and limits

• Turnover as a percentage needs average headcount per store; the pack counts leavers and shows reasons and tenure, and headcount per week in Store Week gives the base.
• Sales are as entered in the same currency across stores: the pack does not convert currencies.
• The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting

Symptom	Cause and fix
A chart says "Nothing to show yet"	No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbidden	Your login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebar	The plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-retail.

9. Related guides

• HCM Core
• Employee Information