1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button in the main rostering interface.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Select Hour Budget.
6. Choose your budget settings:
   • Work Site: Select the specific work site for this budget
   • Budget type: Choose daily or weekly hours limit
   • Budget period: Select the time frame for your budget
7. Enter the budget amounts for each day or week as required.
8. Click Save Budget.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Select Wage Budget.
6. Choose your budget settings:
   • Work Site: Select the specific work site for this budget
   • Budget type: Choose daily or weekly cost limit
   • Budget period: Select the time frame for your budget
7. Enter the wage budget amounts for each day or week as required.
8. Click Save Budget.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Review the budget warning indicators in both the roster view and shift panels:
   • Orange indicator: 85% of budget used (warning level)
   • Red indicator: Over budget (exceeded limit)
   • No colour: Within budget limits

Note: These warnings are informational and don't block publishing. They help you make informed decisions about roster costs.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Navigate to your roster in Work Site View.
5. Look for coloured indicators on:
   • Work Site headers: Overall budget status for the work site
   • Daily columns: Budget status for specific days
   • Individual shifts: Cost impact of specific shifts

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click on any shift to open the shift panel.
5. Review budget information displayed in the shift details:
   • Current budget usage: Shows percentage of budget used
   • Cost impact: Shows how this shift affects the budget
   • Warning indicators: Colour-coded alerts for budget status

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Select the Overview tab.
6. Choose the work site and week you want to review from the dropdown menus.
7. View budget information in both:
   • Hours view: Compare budgeted vs actual hours
   • Wages view: Compare budgeted vs actual costs

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. In the budget overview screen, review:
   • Day-by-day breakdown: Budget vs costs for each day
   • Weekly totals: Overall budget performance for the week
   • Work site comparison: If budget is shared across locations
6. Expand individual work sites to see detailed cost breakdowns.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click Rostering Management option, under the Rosters header.
4. As you create or edit shifts, monitor:
   • Immediate feedback: Budget warnings appear instantly when limits are approached
   • Cost calculations: Real-time updates to budget usage percentages
   • Visual indicators: Colour changes in the roster as budgets are affected
5. Use this information to make informed decisions about shift assignments.

The new Work Site-specific budgeting system provides several advantages:

• Location accuracy: Budgets are tied to actual work locations rather than cost centres
• Granular control: Set different budget limits for each physical work site
• Work week alignment: Budgets align with your configured first day of the work week
• Visual clarity: Easy identification of budget status through colour coding
• Flexible periods: Choose daily or weekly budget periods to match your needs

The budget warning system helps you stay informed without blocking operations:

• 85% threshold: Orange warnings appear when 85% of budget is used
• Over budget alerts: Red warnings when budget limits are exceeded
• Non-blocking: Warnings are informational and don't prevent shift publishing
• Real-time updates: Budget status updates immediately as shifts are created or modified
• Multiple locations: Warnings appear in roster view, shift panels, and budget overview

The budgeting system offers flexibility to match your operational needs:

• Hour budgets: Control the total hours worked at each work site
• Wage budgets: Monitor and control labour costs at each location
• Daily limits: Set specific budgets for individual days
• Weekly limits: Establish broader weekly budget parameters
• Mixed approach: Use different budget types for different work sites
• Easy adjustments: Modify budgets as business needs change