To access our new Labour Budgets, you may first need to enable the feature.

To do this, navigate to Settings > All Settings > Rota Settings > Enable Labour Budgets (Deprecated). If this setting is already ticked, you will continue to see our old Labour Budgets.

To switch to the new Labour Budgets, simply untick this setting. Make sure to click ‘Update Settings’ at the bottom of the page to save your changes.

If you didn’t previously have this setting ticked, no action is required—you will automatically be switched to our new Labour Budgets.
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The following table summarises the permission settings required to view and edit Labour Budgets in Workforce.

To learn more about permissions in Workforce, please consult our Assign Permissions to Staff and Customise Permission Checklist help guide.

You can access Labour Budgets by navigating to Rotas > Tools > Edit Budgets.

You will be directed to the Budget Metrics Planner main page:

Use the side menu to toggle between the Budgeted Metrics Planner, Budgeted Sales Planner, and Budgeted Labour Planner.

From here, you have two options: you can import your labour budgets either manually or via CSV file.

To manually configure your Labour Budgets, select either Budgeted Metrics, Budgeted Sales, or Budgeted Labour from the side menu.

For Budgeted Metrics, choose your preferred metric: either Sales per Labour Hour (SPLH) or Wages as a Percentage of Revenue.

For Budgeted Labour, select either Hours or Cost as your preferred metric.

Next, choose a location from the dropdown menu and click ‘View.’ If needed, you can select multiple locations.

Next, click ‘Edit Budgets For This Location’ and manually input your budget data.

Click ‘Save Changes’ to save your updates or ‘Revert Current Changes’ to discard your updates and revert the budget to the last saved state.

Repeat this process for each budget type and location as needed.

To import your Labour Budget data via .CSV, click the ‘Import Budgets’ button:

Next, download the appropriate CSV template and input the appropriate budget data.

Then, select the 'Import CSV' tab, re-upload the file, and click ‘Import CSV.’

Click 'Settings' on the side menu to manage your budget settings.

On this page, you can select which budget statistics will be visible on the rota from the following options:

Ensure you click 'Update Settings' at the bottom of the page to confirm your changes.

Once you have configured your budgets, Managers and Admins can view progress against these metrics in rotas. These statistics will not be visible to employees.

To view budget statistics, navigate to Rota, where the statistics selected in your Budget Settings will appear as progress bars on your roster. For example:

Progress bars have three states, indicating your status against the set budgets.

For Sales Budgets:

For Labour Budgets:

As you update your roster, these bars will update in real time to reflect your progress against the budget.

For example:

You can hover over a statistic to view more specific details.

From here, continue configuring your Rotas and Budget Settings to display the appropriate statistics for your tracking needs.

Specifically, our 'Costs by' reports now include the following columns pertaining to Labour Budgets:

These columns make it easy to compare the number of hours planned, worked, and budgeted across all teams and locations.

These additions combine timesheet, scheduled, and budgeted labour costs in a single view, expressed as a percentage of revenue.

These metrics provide a clearer picture of how well labour resources are converting into sales across locations and teams.

These additions allow for better comparisons of Labour Budgets against actual and forecasted sales.

To learn more about accessing and configuring Tanda's reports, see our Managing Reports help guide.

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