1. Click the Roster menu.
2. Click the Roster Actions button.
3. Click the Budget button.
   
4. Click the Edit Budget tab.
5. 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 platform calculates the budget figure for each date by applying the wages percentage to the recorded sales number for that day.

6. Click the Save button.
   

1. Click the Roster menu.
2. Click the Roster Actions button.
3. Click the Budget button.
   
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.
   

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

   Helpful Hint

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

   

1. Click the Roster menu.
2. Click the Roster Actions button.
3. Click the Recalculate Shift Costs button.
   

1. Click the Roster menu.
2. Click the Roster Actions button.
3. Click the Budget button.
   
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.
   

1. Click the Roster menu. 
2. Click the Roster Actions button.
3. Click the Budget button.
   
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.
   
8. Click the Clear button.
   

Shift costs are calculated using the rate of pay for the employee assigned to the shift. The rates of pay are calculated based on the employee's Pay Run Defaults. Please note that shift costs will be calculated on the pay rate template (PRT) allocated in the Pay Run Defaults.

If the pay rate template is manual, then the rate of pay entered manually will be used. Also, if the employee has any Pay Condition Rule Set allocated, then any entitlement or rate that the rule set defines will also be calculated in the shift costs.

Then the shift costing will know the employee's pay rate and that they are entitled to an allowance (e.g. Clothing Allowance) for that shift. You can see the rates of pay that were applied by clicking on the shift and selecting "Cost Breakdown" in the window that appears.

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.