Manage your schedule budget

Compare your actual scheduled hours and wages against your set budget in one view.

1. Go to Time > Scheduling Management.
2. Click the Budget button.
3. Click the Overview tab.
4. Select your Work Site and Week from the drop-down menus.

Set specific hourly limits for each day of the week.

1. Go to Time > Scheduling Management.
2. Click the Budget button.
3. Click the Hour Budget tab.
4. Select the Work Site and Week.
5. Set the budget period to Daily.
6. Enter the hours for each date and click Save Budget.

Set a maximum spend in dollars for each day.

1. Go to Time > Scheduling Management.
2. Click the Budget button.
3. Click the Wage Budget tab.
4. Select the Work Site and Week.
5. Set the budget period to Daily.
6. Enter the dollar amounts for each date and click Save Budget.

Set one total hourly limit for the entire week.

1. Go to Time > Scheduling Management.
2. Click the Budget button.
3. Click the Hour Budget tab.
4. Select the Work Site and Week.
5. Set the budget period to Weekly.
6. Enter the total weekly hours and click Save Budget.

Set one total dollar limit for the entire week.

1. Go to Time > Scheduling Management.
2. Click the Budget button.
3. Click the Wage Budget tab.
4. Select the Work Site and Week.
5. Set the budget period to Weekly.
6. Enter the total weekly wage amount and click Save Budget.

If you are nearing your budget limit, then you can apply warnings to appear on the shifts as a reminder.

1. Go to Time > Scheduling Management.
2. Click on the Gear Icon (Settings) button.
3. Here, you will see the Schedule rules and warnings section.
4. For any rules and warnings you would like to set, switch the toggle to the right to turn the setting on.
5. Choose from the following rules and warnings:
   • Enable minimum same-day gap warning
   • Enable minimum gap warning over different days warning
   • Enable maximum continuous days warning
   • Enable maximum days in a week warning
   • Enable expired certification warning
   • Enable missing certification warning
6. Once you have chosen your rules and warnings, click Save.

Shift cost calculations depend on your region and whether your HR platform is connected to Employment Hero Payroll.

• HR Only + Non-EH Payroll: Costs are based on the hourly pay rate. For salaried employees, an estimate is used: (Annual Salary / 52.17 / Weekly Working Hours) x Shift Duration.

• HR + Employment Hero Payroll: Costs are pulled from the Positional Pay Rates setting. You can find this under the Employee Profile > Pay Details > Positional Pay Rates.