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

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click rota Management option, under the Rotas 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 rota Management option, under the Rotas 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 platform.
2. Click the Time menu option.
3. Click rota Management option, under the Rotas 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 rota Management option, under the Rotas 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 rota Management option, under the Rotas 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 rota Management option, under the Rotas 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 your Employment Hero HR platform.
2. Click the Time menu.
3. Click rota Management option, under the Rotas header.
4. Review the budget warning indicators in both the Rota 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 Rota costs.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click rota Management option, under the Rotas header.
4. Navigate to your Rota 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 rota Management option, under the Rotas 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 in to your Employment Hero HR platform.
2. Click the Time menu.
3. Click rota Management option under the Rotas header.
4. Click the Budget button. 
5. View the budget for all work sites, or select the work site and week you want to review from the dropdown.  
6. Click the Hours budget tab to compare budgeted vs actual hours. 
7. Click the Wage budget tab to compare budgeted vs actual costs.

Managers and admins can export budget overview performance data to a CSV format for offline reporting, filtering, and spreadsheet analysis.

1. Click the Time > rota Management.
2. Click the Budget button. 
3. In the budget overview screen, review:
   1. Day-by-day breakdown: Budget vs costs for each day
   2. Weekly totals: Overall budget performance for the week
   3. Work site comparison: If the budget is shared across locations
4. Use the dropdown to select individual work sites to see detailed cost breakdowns.
5. Adjust your filters to the desired date range and work site scope.
6. Click the Export CSV button.
7. The file will download automatically to your device.

   • How your filters work: The downloaded file matches exactly what you see on your screen. If you filter by a specific work site, the file will only show data for that site. If you select "All Work Sites," the file will first show a combined summary for all sites, followed by a separate breakdown for each individual site you have permission to view.

   • How the file is organised: The file is designed to work perfectly with tools like Excel or Google Sheets. Hours are shown as standard decimals (for example, 8.50 instead of 8:30) and dollar amounts will not include currency symbols (like $), making it easy to run calculations and sort data. The file also includes a pre-calculated "Variance" column (Budgeted hours/wages minus Scheduled hours/wages). Blank spaces simply mean no budget was set for that timeframe. If a work site uses a weekly budget instead of daily, it will show up as a single summary row for that entire week.

1. Log into your Employment Hero HR platform.
2. Click the Time menu.
3. Click rota Management option, under the Rotas 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 Rota 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
• Seamless reporting: Export structured tabular summaries directly to CSV with pre-calculated variance to evaluate performance data without manual data transcription.

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 Rota 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