Use case: Logistics, Scheduling & Event Planning
Instruction type: Conditional
Prompt style: Context prompting

Prompt:
I am a store manager for a local cafe and I have two BENCH candidates that I'm struggling to promote due to complicated staffing issues. I have 2 supervisors I want to get promoted to ASM, but in terms of supervisor candidacy, I am struggling with the logistics of identifying and training baristas who will bring strength to the role. It is imperative I get two baristas promoted to shift supervisor first so the supervisor team isn't left shorthanded. Based on availability, consistency, and any notes, please identify two possible barista candidates to replace the the supervisors I have on bench. I will personally need to train these two baristas, and they need one on one practical training, which will impact my own personal schedule of 20 hours FOH time and 20 hours BOH time (for admin work), so I need to see potential impacts that my schedule change will have on the entirety of the next schedule. If there is not enough time for the completion of my admin work, I can work up to 8 hours overtime, and pull myself off of 8 hours FOH, therefore I can add 16 hours for BOH/administrative work. There are several administrative tasks that I feel comfortable allowing my SS team to do. Inventory count is done Wednesday morning and takes 30 minutes, till audits are done twice a day and take roughly 15 minutes each, following up on maintenance tickets takes roughly 1 hour every Monday. These are considered "BOH tasks" and I am comfortable with the SS team taking these on, as long as we can afford to add them onto their schedule so that they don't go into overtime. There is also a 1 hour long district-wide call I am required to attend every Monday morning, so that part of my schedule is not flexible. The two candidates I have for ASM bench are James Carter and Olivia Baker. Olivia is also the SS responsible for doing tips as she primarily works opening shifts, and she can finish doing the tip-out in the afternoon before the end of her shift on Thursdays, so I need you to identify a SS for her to train in doing tip-outs.

Additionally, I am expecting to see some turnover coming up with the announcement of a new company policy. In order to maintain benefits eligibility, each staff member must maintain a 20 hour avg work week, which is calculated on a monthly basis. For example, if a staff member works 8 hours one week, 40 hours the second week, 16 hours the third week, and 24 hours the fourth week, they have a 22 hour average, thus remain eligible for benefits. These are hours worked, not hours scheduled. There will be some negative reaction to this new policy, so I am expecting some staff members to quit. Unfortunately, I also have been having some staff with repetitive scheduling issues, and I need to identify who has been a consistent issue. So if there is a staff member who wants 20 hours or more per week, but isn't getting those hours, I need you to identify those staff members and tell me what their availability is, and if there is any corresponding notes with those particular staff members. If there are staff members who are working more than their desired hours this week, I need to know who they are, as well. Please flag any employees who have called out/arrived to work late, and if they have been late/called out more than twice, then tell me what day parts have been impacted the most and what availability I should then hire for to replace those staff members. 

If there are any major gaps in day part availability (as in, if there is one call-out, I have 3 or less options, excluding myself, to cover that day part), then I need you to identify those day parts and recommend another availability I should be looking to fulfill with an external hire.

Logistically, what I know I need to do is hire several more baristas, but I need help determining who I will be hiring to replace and what day parts need more coverage. Additionally, I would prefer to replace the shift supervisors who are looking to promote to ASM with an internal hire, rather than an external. If there is no good candidate for an internal hire, then tell me the top three options and tell me why they aren't good SS candidates. If there is a good candidate, let me know how their availability crosses over with the SS they would be replacing. 

I would like a full, comprehensive analysis.

Here is the staff list csv:
Legend:
SM = Store Manager (Must work 40 hrs)
SS = Shift Supervisor (Must work 30+ hrs)
BA = Barista/Associate

Note: "Actual Hours" reflects the specific week scheduled below, including coverage for sick calls and lateness.

ID Number,Name,Role,Desired Hours,Actual Hours (This Week),Notes on Performance/Availability
210005481,Elena Rossi,SM,40,40.0,"Steady, reliable. Strictly 40 hours."
210089221,James Carter,SS,35-40,38.5,"Reliable closer. Covers shifts often."
210034119,Sarah Lin,SS,30-35,32.0,Great with morning rush.
210099502,Marcus Thorne,SS,30-35,34.0,"Strong leader, prefers weekends."
210022814,Olivia Baker,SS,30,28.0,Called out sick one shift this week.
210055102,David Kim,BA,20-25,28.5,"Student, evenings only."
210011983,Jessica Plumb,BA,40,36.5,"Wants full time, rarely gets it."
210066721,Ryan O’Conner,BA,15-20,18.0,"High energy, good for weekends."
210077302,Emily Davis,BA,12,12.0,Sunday specialist.
210044819,Michael Chen,BA,30,32.5,Covered Olivia's sick shift.
210033621,Samantha Fox,BA,25,25.5,Consistently 5-10 mins late.
210088109,Chris Johnson,BA,40,8.0,Strong barista but recently returned from a 3 week vacation.
210012994,Ashley Moore,BA,20,16.0,Requested days off frequently.
210055318,Joshua White,BA,8-12,8.0,Weekend help.
210099112,Amanda Lewis,BA,35,34.0,reliable opener.
210077225,Daniel Walker,BA,20,21.0,
210022441,Megan Hall,BA,15,16.5,Often stays late to help clean.
210066905,Justin Allen,BA,44,46.0,"Overtime Risk. Picks up every shift."
210033117,Brittany Young,BA,10,10.0,
210088553,Brandon King,BA,30,28.0,
210044202,Melissa Wright,BA,25,22.0,
210011663,Kevin Scott,BA,18,4.0,"Had family emergency, dropped shifts."
210099881,Laura Green,BA,40,35.0,Chronic lateness (15+ mins).
210055774,Eric Adams,BA,12,0.0,"Not scheduled (availability conflict)."
210022339,Stephanie Lee,BA,20,19.0,

Weekly Schedule CSV:

Day,Shift Time,Role,Employee,Hrs,Notes
Monday,05:30 - 14:00,SM,Elena Rossi,8.5,"(4h Admin / 4.5h Floor coverage)"
Monday,05:30 - 14:00,BA,Jessica Plumb,8.5,Good opener.
Monday,07:00 - 11:00,BA,Kevin Scott,0.0,"CALL OUT: ""Car trouble."""
Monday,07:00 - 15:30,SS,Sarah Lin,8.5,Stayed late to cover Kevin.
Monday,11:00 - 15:00,BA,Emily Davis,4.0,Lunch rush coverage.
Monday,13:00 - 21:30,SS,Marcus Thorne,8.5,Closing Keyholder.
Monday,13:00 - 21:30,BA,Megan Hall,8.5,Strict Mon/Wed availability.
Monday,17:00 - 21:30,BA,Brandon King,4.5,Available after 4pm.
Tuesday,05:30 - 14:00,SS,Olivia Baker,8.5,Opening Keyholder.
Tuesday,05:30 - 14:00,BA,Laura Green,8.5,Can only open.
Tuesday,07:00 - 13:00,BA,Kevin Scott,0.0,"CALL OUT: ""Still no car."""
Tuesday,07:00 - 15:30,SM,Elena Rossi,8.5,SM covered shift. No Admin done.
Tuesday,11:30 - 15:30,BA,Brittany Young,4.0,Strict Tue/Thu availability.
Tuesday,13:00 - 21:30,SS,James Carter,8.5,Closing Keyholder.
Tuesday,13:00 - 21:30,BA,Justin Allen,8.5,
Tuesday,17:00 - 21:30,BA,Daniel Walker,4.5,
Wednesday,05:30 - 14:00,SS,Sarah Lin,8.5,Opening Keyholder.
Wednesday,05:30 - 14:00,BA,Amanda Lewis,8.5,
Wednesday,07:00 - 15:30,SM,Elena Rossi,8.5,(8.5h Admin/Office catchup).
Wednesday,10:00 - 18:00,BA,Samantha Fox,7.5,Mid shift.
Wednesday,13:00 - 21:30,SS,Marcus Thorne,8.5,Closing Keyholder.
Wednesday,13:00 - 17:00,BA,Chris Johnson,4.0,
Wednesday,17:00 - 21:30,BA,David Kim,4.5,
Wednesday,17:00 - 21:30,BA,Megan Hall,4.5,Strict Mon/Wed availability.
Thursday,05:30 - 14:00,SS,Olivia Baker,8.5,Opening Keyholder.
Thursday,05:30 - 14:00,BA,Kevin Scott,8.5,Actually showed up.
Thursday,08:00 - 14:00,BA,Jessica Plumb,6.0,Stock away.
Thursday,11:30 - 15:30,BA,Brittany Young,4.0,Strict Tue/Thu availability.
Thursday,13:00 - 21:30,SS,James Carter,8.5,Closing Keyholder.
Thursday,13:00 - 21:30,BA,Justin Allen,8.5,
Thursday,17:00 - 21:30,BA,David Kim,4.5,
Friday,05:30 - 14:00,SS,Sarah Lin,8.5,Opening Keyholder.
Friday,05:30 - 14:00,BA,Amanda Lewis,8.5,
Friday,07:00 - 13:00,BA,Chris Johnson,6.0,
Friday,11:30 - 15:30,BA,Stephanie Lee,4.0,
Friday,13:00 - 21:30,SS,James Carter,8.5,Closing Keyholder.
Friday,13:00 - 21:30,BA,Ryan O'Conner,8.5,Weekend Warrior.
Friday,17:00 - 21:30,BA,Brandon King,0.0,"CALL OUT: Sick."
Friday,17:00 - 21:30,BA,Michael Chen,4.5,Called in to cover.
Saturday,05:30 - 14:00,SS,Sarah Lin,6.0,(Leaves at 11:30 for childcare).
Saturday,05:30 - 14:00,BA,Joshua White,8.5,Strict Sat/Sun contract.
Saturday,08:00 - 14:00,BA,Ashley Moore,6.0,
Saturday,09:00 - 17:30,SM,Elena Rossi,8.5,Support on Floor (Busy).
Saturday,10:00 - 16:00,BA,Michael Chen,6.0,Mid-day peak.
Saturday,13:00 - 21:30,SS,Olivia Baker,8.5,Closing Keyholder.
Saturday,13:00 - 21:30,BA,Chris Johnson,8.5,
Saturday,15:00 - 21:30,BA,Brandon King,6.5,Showed up late (30 mins).
Sunday,05:30 - 14:00,SS,Marcus Thorne,8.5,Opening Keyholder.
Sunday,06:30 - 15:00,BA,Emily Davis,8.5,
Sunday,08:00 - 16:30,SM,Elena Rossi,8.5,Floor Support (OT).
Sunday,09:00 - 15:00,BA,Eric Adams,6.0,
Sunday,10:00 - 17:30,BA,Joshua White,7.5,Strict Sat/Sun contract.
Sunday,13:00 - 21:30,SS,James Carter,8.5,Closing Keyholder.
Sunday,13:00 - 21:30,BA,Justin Allen,8.5,

Monthly Staff Labour CSV:
ID Number,Name,Role,Desired Weekly Hours,Week 1 Hours,Week 2 Hours,Week 3 Hours,Week 4 Hours,Monthly Total,Weekly Avg
210005481,Elena Rossi,SM,40,48.5,45.0,42.0,50.0,185.5,46.4
210066905,Justin Allen,BA,44,43.5,40.0,42.0,40.0,165.5,41.4
210089221,James Carter,SS,35-40,38.0,40.0,38.0,40.0,156.0,39.0
210099502,Marcus Thorne,SS,30-35,34.0,35.0,35.0,34.0,138.0,34.5
210099112,Amanda Lewis,BA,35,34.0,35.0,34.0,35.0,138.0,34.5
210034119,Sarah Lin,SS,30-35,31.5,32.0,30.0,32.0,125.5,31.4
210044819,Michael Chen,BA,30,32.5,30.0,32.0,30.0,124.5,31.1
210022814,Olivia Baker,SS,30,30.0,28.0,30.0,30.0,118.0,29.5
210099881,Laura Green,BA,40,28.0,30.0,28.0,29.0,115.0,28.8
210033621,Samantha Fox,BA,25,25.5,24.0,25.0,25.0,99.5,24.9
210055102,David Kim,BA,20-25,24.0,22.0,24.0,24.0,94.0,23.5
210044202,Melissa Wright,BA,25,22.0,24.0,20.0,24.0,90.0,22.5
210077225,Daniel Walker,BA,20,21.0,20.0,21.0,20.0,82.0,20.5
210066721,Ryan O’Conner,BA,15-20,20.0,20.0,20.0,21.0,81.0,20.3
210022339,Stephanie Lee,BA,20,19.0,19.0,19.0,19.0,76.0,19.0
210088553,Brandon King,BA,30,12.0,25.0,11.0,25.0,73.0,18.3
210011983,Jessica Plumb,BA,40,18.5,19.0,16.0,19.5,73.0,18.3
210012994,Ashley Moore,BA,20,16.0,16.0,16.0,16.0,64.0,16.0
210011663,Kevin Scott,BA,30,14.0,0.0,30.0,20.0,64.0,16.0
210022441,Megan Hall,BA,15,16.0,16.0,16.0,16.0,64.0,16.0
210033117,Brittany Young,BA,10,16.0,16.0,16.0,16.0,64.0,16.0
210055318,Joshua White,BA,8-12,16.0,16.0,16.0,16.0,64.0,16.0
210077302,Emily Davis,BA,12,16.0,12.0,16.0,12.0,56.0,14.0
210055774,Eric Adams,BA,12,12.0,12.0,12.0,12.0,48.0,12.0
210088109,Chris Johnson,BA,40,38.0,0.0,0.0,0.0,38.0,9.5

Staff Availability:

ID Number,Name,Role,Monday,Tuesday,Wednesday,Thursday,Friday,Saturday,Sunday,Scheduling Notes
210005481,Elena Rossi,SM,Open,Open,Open,Open,Open,Open,Open,"Manager. 24/7 availability for emergencies but requires 20 hours BOH/Admin time weekly."
210089221,James Carter,SS,Open,Open,Open,Open,Open,Unavailable,Open,"Religious exemption for Saturdays. strictly unavailable."
210034119,Sarah Lin,SS,05:00-14:00,Unavailable,05:00-14:00,Unavailable,05:00-14:00,Open,Unavailable,"Hard stop at 14:00 for school pickup. Cannot stay late."
210099502,Marcus Thorne,SS,13:00-22:00,13:00-22:00,13:00-22:00,13:00-22:00,Unavailable,Unavailable,Open,"Works a second job in mornings. Physically cannot arrive before 13:00."
210022814,Olivia Baker,SS,Unavailable,Open,Open,Open,Open,Open,Unavailable,"Requests consecutive days off (Sun/Mon). Prefer opening shifts."
210066905,Justin Allen,BA,Open,Open,Open,Open,Open,Open,Open,"Will say yes to any shift. Manager must monitor hours to prevent unapproved Overtime."
210099112,Amanda Lewis,BA,Open,Open,Open,Open,Open,Open,Open,"Primary Opener. Prefers 5:30am starts."
210088109,Chris Johnson,BA,Open,Open,Open,Open,Open,Open,Open,"Requests 40 hours. Will complain if scheduled under 38."
210044202,Melissa Wright,BA,Open,Open,Open,Open,Open,Open,Open,"Flexible."
210011663,Kevin Scott,BA,Open,Open,Open,Open,Open,Open,Open,"Open availability on paper but frequently calls out of shifts starting before 7:00am."
210011983,Jessica Plumb,BA,05:00-15:00,05:00-15:00,05:00-15:00,05:00-15:00,05:00-15:00,Unavailable,Unavailable,"Grandfathered availability agreement. Refuses to work weekends or evenings."
210099881,Laura Green,BA,05:00-13:00,05:00-13:00,05:00-13:00,05:00-13:00,05:00-13:00,Unavailable,Unavailable,"Can only work mornings but struggles with punctuality. Do not schedule as the specific key-holder opener."
210088553,Brandon King,BA,After 16:00,After 16:00,After 16:00,After 16:00,After 16:00,Open,Open,"High School student. Weekdays restricted by school/sports practice."
210055102,David Kim,BA,Unavailable,Open,Unavailable,Open,Open,Open,Open,"University classes on Mon/Wed. Can pick up shifts on those days if classes are cancelled."
210077225,Daniel Walker,BA,After 12:00,After 12:00,After 12:00,After 12:00,After 12:00,Open,Open,"Not a morning person. Performance suffers significantly on shifts starting before 11am."
210033621,Samantha Fox,BA,10:00-18:00,10:00-18:00,10:00-18:00,10:00-18:00,10:00-18:00,10:00-18:00,10:00-18:00,"Relies on public transit. Bus doesn't run early enough for Open or late enough for Close."
210044819,Michael Chen,BA,Open,Unavailable,Open,Unavailable,Open,Open,Open,"Unavailable Tue/Thu due to physical therapy appointments."
210012994,Ashley Moore,BA,Unavailable,Open,Unavailable,Open,Unavailable,Open,Open,"Split custody arrangement. Only available Tue/Thu and alternate weekends."
210077302,Emily Davis,BA,Open,Open,Unavailable,Unavailable,Unavailable,Unavailable,Open,"Works another job Wed-Sat."
210022339,Stephanie Lee,BA,Unavailable,Unavailable,Unavailable,Unavailable,Open,Open,Open,"Full time student. Weekend warrior only."
210066721,Ryan O’Conner,BA,Unavailable,Unavailable,Unavailable,Unavailable,Open,Open,Open,"Weekend warrior. Likes closing Friday/Saturday nights."
210022441,Megan Hall,BA,Open,Unavailable,Open,Unavailable,Unavailable,Unavailable,Unavailable,"Strict 16hr contract. Only wants Mon/Wed shifts."
210033117,Brittany Young,BA,Unavailable,Open,Unavailable,Open,Unavailable,Unavailable,Unavailable,"Strict 16hr contract. Only wants Tue/Thu shifts."
210055318,Joshua White,BA,Unavailable,Unavailable,Unavailable,Unavailable,Unavailable,Open,Open,"Strict 16hr contract. Weekends only."
210055774,Eric Adams,BA,Unavailable,Unavailable,Unavailable,Unavailable,Unavailable,Open,Open,"Strict 12-16hr contract. Weekends only."

Evaluation criteria:
The response should list two barista candidates to replace shift supervisors or if there are no good candidates, list the top three candidates and explain why they are not good for the role.
The response should provide a section that identifies only Stephanie Lee, Brandon King, Jessica Plumb, Ashley Moore, Kevin Scott, and Chris Johnson as the staff who want to work at least 20 hours per week and whose weekly average is less than 20 hours, without identifying any additional employees within the same section.
The response should state either Sarah Lin or Marcus Thorne as the supervisor that Olivia will train in tip-out.
The response should identify the employees working more than their desired hours as only being Megan Hall, David Kim, Michael Chen, Samantha Fox, Daniel Walker, and Justin Allen.
The response should assign the Wednesday‑morning inventory count (30 min) to the SS team. For example, it could assign the task to Sarah Lin or any other member of the SS team.
The response should assign the twice‑daily till audits to the SS team.
The response should assign the Monday maintenance‑ticket follow‑up to the SS team. For example, it could assign the task to Marcus Thorne or any other member of the SS team.
The response should show that the BOH tasks assigned to the SS team will not put the SS team into overtime. For example, if the response assigns the tasks to specific SS team members, it should also show their average hours plus added time to prove the added time will not push the team member into overtime. It should not give a blanket statement like this adds roughly 1.5 hours a week per SS, keeping all SSs under 40 hours.
The response must show the potential impacts that the store manager’s schedule change will have on the entirety of the next schedule. For example, it should show how the current store manager's schedule will change and include considerations for any required training and task delegation.
The response should show day part gaps. For example, it should state specifically that Tuesday and Thursday mornings have a gap (not merely mention that an employee is unavailable) and should provide a recommendation.
The response should identify Kevin Scott, Laura Green, Samantha Fox, and Brandon King as having attendance issues.
The response should include for each employee who wants to work at least 20 hours a week but is getting less than 20 hours a week, their availability (days, weekends, etc.) and any issues affecting it: the employees are Stephanie Lee, Brandon King, Jessica Plumb, Ashley Moore, Kevin Scott, and Chris Johnson
The response should include the day parts most impacted by employees who have been late or called out more than twice (Kevin Scott and Laura Green -- early mornings, Samantha Fox -- mid-days or mid-shifts).
The response should include recommendations to hire for the day parts most affected by employees who have been late or called out more than twice: early mornings covered by Kevin Scott and Laura Green and mid-days covered by Samantha Fox.
The response should, when analyzing the best internal candidates to replace Olivia Baker and James Carter, show how the availability of those candidates crosses over with the Shift Supervisors they could replace.