Smart Scheduling is currently in BETA and will be available to all customers by the end of September, 2020.

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:

  • How to access Budgets
  • How to add a Budgets
  • View your 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 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 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.

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