Roster - Budgeting

This guide contains the following information:

  • What is this feature
  • Why is this important
  • How to import a budget
  • How to prevent a roster from being published if the cost doesn't fall within a specific budget threshold
  • How to view the budget on the roster

Note: You may need to have this feature enabled within your account to view the budget. If you aren't currently able to view this feature and would like to, please contact us on support@easyemployer.com

What is this feature

The roster budget feature is used if there is a set number of hours or a total cost that must be adhered to when rostering employees. This feature will prevent users from publishing a roster if it is over budget.

Note: Only users with the appropriate permissions can view the budget

Why is this important

By default, if the Block Roster Publishing rule is set to Yes and the costs/hours exceed the budget, Administrators and Owners will still be able to publish the roster. Managers will however will need to contact one of the organisation Administrators or Owners to have the roster published.

How to import a budget

1. Select Organisation from the top navigation bar

2. Select Import/ Export

3. Select Import Budget Values

4. Download the Standard File Format

5. Input the details as required and import the file

 

How to prevent a roster from being published is the cost doesn't fall within a specific budget threshold

1. Select Organisation from the top navigation bar

2. Select Organisation

3. Select Rules

4. Expand the Roster Rules section

5. Scroll down to the Budgets section

6. Here you can set whether you want block the roster from being published if the budgeted hours and/or costs are exceeded. It also allows you to set a leniency percentage when publishing the roster.

7. If the rostered hours or cost exceed the leniency percentage, a warning will appear when attempting to publish a roster. Depending on the user's permission level, they may need to contact their manager to confirm the discrepancies and publish the roster.

 

How to view the budget on the roster

1. Open the roster through the quick links section or by using the rosters tab

2. Navigate to the period that you have set a budget for

3. The budget will appear in the budget section

4It will highlight the difference between the budgeted figure and rostered figure

 

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