As a scheduling manager, you can input the weekly budgets and check the variances to ensure that you are budgeting your staff within variance, allowing to increase or reduce your workforce as required.
In this article we will cover:
- What's New
- How to access Budgets
- How to add a Budgets
- View your Budgets
For new Deputy customers, you can set up a daily budget or weekly budget for both wages and hours in the new "budget settings"
For existing customers, you can switch budgets between Daily and Weekly easily by clicking "budget settings".
Better plan your schedules by comparing Budget vs. Scheduled in the stats panel. You can hover-over the weekly or daily summary to compare your scheduled hours/wages with budgets.
How to Access Budgets
To access budgets you will need to go through the new business insights panel on the schedule page in Deputy
Clicking on the business insights will open up the new business insights page in Deputy. On the left hand column you will see the metics, labor requirements and budgets. Currently, Deputy has the ability to set wage and hour budgets.
How to Add a Budget
To add a budget first select the type of budget would like to set. Currently, Deputy supports allows you to enter a Wage and Hour budget, both of which can only be set as a weekly value. Once the desired budget option is selected, use the date picker to pick the week you would like to set the budget for:
Once the week is selected, enter a value for the weekly wage/hour budget by clicking on the cell under the budget column. This will allow you to enter your budget for the week.
View your Budgets
Once you have entered the budget, click the tick and your budget for the week has been set. Adding a budget allows you to view the budget against your schedule to help you manage your budgets as you schedule your staff for the week.
When you have over-scheduled and exceeded the budgets, your wage and hours will be highlighted in red to indicate that you have gone over the set budget. This allows you to see the variance realtime and decide to adjust staff.
For help with budgets please get in touch with our 24/7 support team.
We would like to hear your feedback regarding Business Insights or Labour Optimisation. Book a 30-minute meeting with us.