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Create a rota budget

Updated

Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: Platinum
Available for the following user access levels: Admin    

Admins can create a rota budget in the platform so you can easily maintain control of labour costs and staffing needs. 

Getting started

View the rota budget
  1. Log into your Employment Hero platform.
  2. On the left-hand side menu. click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click the Rota Budget button.
    click the rota budget button
  5. Click on the Overview tab.
    to view rota budgets, click on the overview tab
  6. Select the location and the week from the drop-down menus.
    to view rota budgets, click on overview tab then select the location and week
  7. Here you can view the rota budgets in both hours and wages view.
    view wages and hours rota budget
Create a daily hour budget
  1. Log into your Employment Hero platform.
  2. On the left-hand side menu. click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click the Rota Budget button.
    click the rota budget button
  5. Click on the Hour Budget tab.
    Click on the hour budget tab
  6. Select the following from the drop-down menus:
    • Location
    • Week.
      on the daily hour budget, choose location and week
  7. Select the Daily budget period.
    on the daily hour budget, select daily hour budget period daily
  8. Select whether you want to share budgets across sub-locations.
    on the daily hour budget, select whether to share budget across locations
  9. In the date field, input the daily hours for your budget.
    on the daily hour budget, add the hours in the date field
  10. Once you have input your daily hours budget, click Save Budget. 
    click save on daily hour budget
Create a daily wage budget
  1. Log into your Employment Hero platform.
  2. On the left-hand side menu, click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click the Rota Budget button.
    click the rota budget button
  5. Click on the Wage Budget tab.
    Click on wage budget tab
  6. Select the following from the drop-down menus:
    • Location
    • Week.
      choose the location and week for daily wage budget
  7. Select the Daily budget period.
    select the daily wage budget period
  8. Select whether you want to share budgets across sub-locations.
    on the daily hour budget, select whether to share budget across locations
  9. In the date field, input the daily hours for your budget.
    on the daily hour budget, add the hours in the date field
  10. Once you have input your daily hours budget, click Save Budget. 
    click save on daily hour budget
Create a weekly hour budget
  1. Log into your Employment Hero platform.
  2. On the left-hand side menu. click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click the Rota Budget button.
    click the rota budget button
  5. Click on the Hour Budget tab.
    Click on the hour budget tab
  6. Select the following from the drop-down menus:
    • Location
    • Week.
      on the daily hour budget, choose location and week
  7. Select Weekly for the budget period.
    select weekly for the budget period in the hour budget
  8. Select whether you want to share budgets across sub-locations.
    weekly hour budget - choose budget sharing across locations
  9. In the weekly field, input the weekly hours for your budget.
    weekly hour budget - input weekly budget hours
  10. Once you have input your weekly hours into your budget, click Save Budget.
    click save on weekly hour budget
Create a weekly wage budget
  1. Log into your Employment Hero platform.
  2. On the left-hand side menu, click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click the Rota Budget button.
    click the rota budget button
  5. Click on the Wage Budget tab.
    Click on wage budget tab
  6. Select the following from the drop-down menus:
    • Location
    • Week.
      choose the location and week for daily wage budget
  7. Select Weekly for the budget period.
    select weekly for the budget period in the hour budget
  8. Select whether you want to share budgets across sub-locations.
    weekly hour budget - choose budget sharing across locations
  9. In the weekly field, add the monetary amount to create your wage budget.
    in the weekly wage field, add your monetary amount for your budget
  10. Once you have added your budget amount, click Save Budget.
    in weekly wage budget, click save

Further information

How do I turn on a rota warning?

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

  1. Log into your Employment Hero platform.
  2. On the left-hand side menu, click the Time option.
  3. Under the Rota submenu, click on Rota Management.
  4. Click on the Rota Settings button.
    click on rostering settings button
  5. Here you will see the Rota rules and warnings section.
  6. For any rules and warnings you would like to set, switch the toggle to the right to turn the setting on.
  7. 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
  8. Once you have chosen your rules and warnings, click Save.
    screenshot of rota rules and warnings, to toggle on a rule or warning, make sure that the switch has been toggled on to the right

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