1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click the Roster Actions button.
4. Click the Budget button.
    
5. Click the Edit Budget tab.

6. From the budget panel, you will be required to enter the following details to set your budget

   • Location sets its own budget: Use this setting when you want the budget to only apply to the selected location
   • Location shares budget across sub-locations: Use this setting when you want to set a budget at the parent location and have it shared with all the sub-locations of that location
      

   Important

   If you select the Location shares budget across sub-locations option, you will not be able to set individual budgets for child locations:

   • Location:  This is the location that the budget will apply to
   • Week: The week that the budget applies to

   Once you​ have selected your budget settings, you can set your budget and sales figures for each day in the specified period

   Helpful Hint

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

1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click the Roster Actions button.
4. Click the Budget button.
    
5. Click the Edit Budget tab.
6. Select the budget location from the Select a Location drop-down.
7. Click the Settings button.
8. Click the Copy Budgets from Last Week button.
    

1. Log into your Employment Hero platform.
2. Click the Time menu option.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Click on the Wage Budget tab.
6. Select your location from the location dropdown menu. 
7. Ensure your budget is correct for the week.
8. Click on the Apply to future weeks button.
9. In the Apply budget for future weeks pop-up, add in how many weeks you want to copy this budget for. 
    
10. Add your Weekly adjustment (optional):
    • None
    • Fixed
    • Growth.
11. Click on Apply and Save.

1. Log into your Employment Hero platform.
2. Click the Time menu option.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Click on the Hour Budget tab.
6. Select your location from the location dropdown menu. 
7. Ensure your budget is correct for the week.
8. Click on the Apply to future weeks button.
9. In the Apply budget for future weeks pop-up, add in how many weeks you want to copy this budget for. 
    
10. Add your Weekly adjustment (optional):
    • None
    • Fixed
    • Growth.
11. Click on Apply and Save.

1. Log into your Employment Hero platform.
2. Click the Time menu option.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Select between Hour Budget and Wage Budget.
6. Select your location from the location dropdown menu. 
7. Click on the Copy from previous week button.

1. Log into your Employment Hero platform.
2. Click the Time menu option.
3. Click Rostering Management option, under the Rosters header.
4. Click the Budget button.
5. Select between Hour Budget and Wage Budget.
6. Select your location from the location dropdown menu. 
7. Click on the Clear this budget button.

1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click on the employee's shift cost that needs viewing.
    

4. Click the Cost Breakdown tab.

   Helpful Hint

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

    

1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click the Roster Actions button.
4. Click the Recalculate Shift Costs button.
    

1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click the Roster Actions button.
4. Click the Budget button.
    
5. Click the Edit Budget tab.
6. Select the budget location from the Select a Location drop-down.
7. Make the required changes and click the Save button.
    

1. Log into Employment Hero Payroll Classic.
2. Click the Roster menu option on the left-hand side navigation.
3. Click the Roster Actions button.
4. Click the Budget button.
    
5. Click the Edit Budget tab.
6. Select the budget location from the Select a Location drop-down.
7. Click the Settings button.
8. Click the Clear Budgets button.
    
9. Click the Clear button.
    

Shift cost calculations depend on whether your HR platform is connected to payroll:

• HR Only + Non-EH Payroll: Costs are based on the employee's hourly pay rate. If they are on an annual rate, we use a calculation: (Annual Salary / 52.17 / Weekly Working Hours) x Shift Duration.
• HR + Employment Hero Payroll: All costing data is synced directly from the Employment Hero Payroll costing engine.

Shift costs are based on the specific pay settings assigned to each employee. Here is how the system decides which rate to use:

• Standard Rates: The system usually pulls the pay rate from the Pay Rate Template listed in the employee's "Pay Run Defaults."
• Manual Rates: If a pay rate was entered by hand (manual), the system will use that specific amount instead.
• Special Rules: If an employee has "Pay Condition Rules," the system automatically includes extra costs like overtime or special entitlements.
• Allowances: The calculation also includes any extra payments the employee is owed for that shift, such as a Clothing Allowance.

How to Check the Math

If you want to see exactly how a shift’s cost was calculated:

1. Click on the specific shift.
2. Select "Cost Breakdown" from the window that pops up.

This will show you the exact pay rates and allowances used for that shift.  

Once you have set the budgets for a roster, you can view the shift cost summary broken down by location and compared to the budget by following these steps. Once you have set your budget, you can view the shift costs vs budget by clicking on the header of any location

In the budget overview screen, you can see a day-by-day breakdown of the budget and the costs of the shifts for each day. Also, if the budget is shared across locations, you can see the total costs compared to the budget in the totals section as well as see a costs break-down for each location.

You can also expand any individual location to see the day-by-day cost break-down for each location. Based on these values, you will notice in the roster that:

• Orange: Means the shifts have exceeded the budget warning level.
•  Red: Means over budget, if you have the show costs button on.

For example, the below roster shows that the budget warning has been exceeded on Thursday, Friday is over budget, and Saturday is within budget.

Being able to generate shift costs is great, but there are times where the cost of a shift might change based on the number of hours an employee has worked in a previous pay period. For example, under some entitlements, if an employee works more than 38 hours ‌a week, each additional hour is calculated at a different rate.

This means that if you have someone covering shifts for a sick employee or working additional overtime, the potential costs of that employee working additional hours can quickly add up. After the shift is published, the initial cost is saved and shown alongside the updated cost calculation to determine any changes in the current cost compared to the original estimate.

To recalculate the shift cost, you simply go to the Employee Schedule page and from the actions bar, click the Recalculate Shift Costs button. Once the shift cost calculation is complete, then you​ will see the original shift cost in brackets, and the current estimated shift cost next to it. Also, you can see the current and estimated shift costs for an individual employee as well as for the entire schedule.