Budgeting

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Using the budgeting tools within Rosters can be extremely useful to find shortfalls in your staffing, if you're spending in excess of an allocated wage cost per roster, and keep track of daily, weekly, fortnightly and individual's costs.
Once your rosters have been created and if you have access to see financial information (see Users & Security), you'll be able to use the following tools effectively to track how much you're planning to spend each roster period.

In this article we'll be talking about checking budgets daily, by staff member, through Grid View and using the Budgets tab.
We'll also cover enabling tools such as maximum wage budgets and maximum department hours.

Should you have question or concerns, please don't hesitate to contact Helpdesk.

Budgets Per Day

As you're building each roster

Budgets Per Person

Budgets via Roster Tab

Budgets via Grid View

Budgeting Tools

Maximum Wage Budget

Maximum Wage Budget by Department

Maximum Hours by Department

Budget Reports