Entering a Labor Budget into Workforce.com enables you to track schedule and timesheet costs against your budget. Labor budgets can be entered directly into your dashboard weekly planner, or imported from a spreadsheet.
Enabling this feature: To make your labor budget visible in your account, firstly enable Labor Budgets in Settings > Rota or Schedule settings > Labour budgets.
Entering budgets on the Weekly Planner
Labor budgets are entered as daily amounts on your dashboard weekly planner.
Things to note:
Budgets can be entered per team or per location using the location filters
This method is a fast way to enter your current and next week’s budget - for longer time periods see the import option below
Importing budgets from a spreadsheet in 5 steps
Step 1: Download the budget template: In your account navigate to Integrations > Demand Data Integrations > CSV (Manual Import) > Import data.
On the next screen you will see a link to download the labor budget Labor Budget CSV template, or download the template here
Step 2: Enter your daily budget into the 'Data Point' column. Give your budget a Name in the 'Data Stream Name' column (this helps you identify the budget if you have multiple)
Step 3: Copy the Time, Date and Data Type fields to ensure each row contains all fields
Step 4: Save your spreadsheet as a .CSV filetype and follow the instructions on the 'Import data' page to import the spreadsheet to Workforce.com
Note: you won't need to update Time or Data Type - just make sure these fields are copied to every row that contains a Data Point.
Your completed spreadsheet should look like this:
Time | Date | Data Point (Enter your daily Labor Budget in this column) | Data Type | Data Stream Name (Enter a name for your budget in this column) |
00:00 | 2021-02-11 | 1200 | Labour Budget | Labor Budget (Sydney Store) |
00:00 | 2021-02-12 | 1500 | Labour Budget | Labor Budget (Sydney Store) |
00:00 | 2021-02-13 | 2000 | Labour Budget | Labor Budget (Sydney Store) |
Step 5 (Final Step): Assign your budget to Locations or Teams
Labor budgets can be assigned to Locations or to specific Teams.
In your account navigate to Integrations > Manage Data Streams. You will see the Labor Budget data-stream that you named earlier.
Assign the data-stream to a Location if the budget should apply to the entire location
or
Assign the data-stream to Team(s) if the budget applies to a single team or group of teams
Comparing costs to your budget in Workforce.com
You can compare costs to your budget in two places:
Compare Schedule costs to budget when building Schedule
Labor budget is visible when scheduling as a schedule stat:
Compare timesheet costs to your budget on the weekly planner:
Once shifts have been worked you can see how you're tracking against your schedule on the Weekly Planner dashboard widget: