Rostering shift costs and budgets

Overview

As an organisation, you may base your staffing hours of a rostering system whereby you allocate employees' certain hours they need to work per week based on workload demands. By using rostering software, you can take the heavy administration out of this process for your managers, freeing up their time to work on more import areas such as managing and supporting their employees.

The Rostering module within the Payroll platform has a Budgeting feature that allows you to create a budget that you can use to manage shift costs within your organisation. You can also use this feature to edit the costing information if they change and delete a record if it is no longer required.

Availability

Payroll Plan:   Standard   Premium

Getting Started

Creating a budget
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Budget button.
    Budget_1.jpg
  4. Click the Edit Budget tab.
  5. Select the budget location from the Select a Location drop-down.
  6. Complete the following fields:
    • Select a location.
    • Budget Settings.
    • Select a week.
    • Sales.
    • Wages.

    Helpful Hint

    The Blue Arrow button will copy the entered data into the fields below it.

    The Payroll platform calculates the budget figure for each date by applying the wages percentage to the recorded sales number for that day.

  7. Click the Save button.
    Budget_2.jpg
Copying a budget
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Budget button.
    Budget_1.jpg
  4. Click the Edit Budget tab.
  5. Select the budget location from the Select a Location drop-down.
  6. Click the Settings button.
  7. Click the Copy Budgets from Last Week button.
    Budget_3.jpg

Maintain

Viewing the cost of a shift

Important

Only when you enable the Pay Condition Rule Set for an employee will the Payroll platform display an individual's shift cost. You can also use the Show Costs toggle switch to turn on or off the display of shift costs in your rostering view. 

  1. Click the Roster menu.
  2. Click on the employee shift cost that needs viewing.
    Budget_4.jpg
  3. Click the Cost Breakdown tab.

    Helpful Hint

    You will now see the employees' cost breakdown for the selected shift on your screen

    Budget_5.jpg
Recalculate shift costs
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Recalculate Shift Costs button.
    Budget_6.jpg
Editing a budget
  1. Click the Roster menu.
  2. Click the Roster Actions button.
  3. Click the Budget button.
    Budget_1.jpg
  4. Click the Edit Budget tab.
  5. Select the budget location from the Select a Location drop-down.
  6. Make the required changes and click the Save button.
    Budget_7.jpg
Deleting a budget
  1. Click the Roster menu. 
  2. Click the Roster Actions button.
  3. Click the Budget button.
    Budget_1.jpg
  4. Click the Edit Budget tab.
  5. Select the budget location from the Select a Location drop-down.
  6. Click the Settings button.
  7. Click the Clear Budgets button.
    Budget_8.jpg
  8. Click the Clear button.
    Budget_9.jpg

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