This help guide will provide an overview of our new Labour Budgets feature, including details on configuring your budgets, managing budget settings, viewing budget statistics in rosters, and more.
What Does This Help Guide Cover?
Enabling Labour Budgets
To access our new Labour Budgets, you may first need to enable the feature.
To do so, navigate to Settings > Roster Settings > Enable Labour Budgets (Deprecated). If you already have this setting ticked, you will continue to see our old Labour Budgets.
To switch over to our new Labour Budgets, simply untick this setting. Ensure you click 'Update Settings' at the bottom of the page to save these changes.
Please be aware that once you untick this setting, you will not be able to access our deprecated labour budgets. Unticking this setting will cause it to disappear and no longer be accessible for re-enabling.
If you didn't previously have this setting ticked, you don't need to do anything—you will automatically be switched to our new Labour Budgets!
Labour Budgets Explained
We have redesigned our approach to Labour Budgets, improving upon our old Labour Budgets in several key areas.
Specifically, users now have more control over their data and budget types. Additionally, we provide more intuitive visual representations of budget statistics and progress in rosters and make clearer distinctions between budgeted and predicted sales.
Required Permissions
The following table summarises the permission settings required to view and edit Labour Budgets in Tanda.
Permission Type | Access Level |
Admin | Complete, unrestricted access to Labour Budgets. |
Manager | Partial access to Labour Budgets. Managers can view and edit budgets for any locations they manage, while budgets for any locations they don’t manage will be hidden. |
Employee | No access to Labour Budgets under any circumstances. |
To learn more about permissions in Tanda, please consult our Assign Permissions to Staff and Customise Permission Levels help guides.
Configuring Labour Budgets
You can access our new Labour Budgets by navigating to Rosters > Tools > Edit Budgets.
You will be directed to the new Budget Metrics Planner main page, which looks as follows:
Use the side menu to toggle between Budgeted Metrics, Budgeted Sales, and Budgeted Labour.
From here, you have two options: you can either import your Labour Budgets manually or via .CSV. We will explain the process for each option below.
Configuring Labour Budgets Manually
To manually configure your Labour Budgets, select either Budgeted Metrics, Budgeted Sales, or Budgeted Labour from the side menu. For Budgeted Metrics, select your preferred metric out of Sales per labour hour (SPLH) or Wage as % of revenue. For Budgeted Labour, select your preferred metric out of Hours or Cost.
Then, select a Location from the dropdown menu and click ‘View.’ If desired, 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 required.
Importing Budgets via .CSV
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.’
Managing Budget Settings
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 roster from the following options:
Employee Costs vs Budgeted Employee Costs
Employee Hours vs Budgeted Employee Hours
Sales vs Budgeted Sales
Sales per Labour Hour vs Budgeted Sales Per Labour Hour
Wage as % of Revenue vs Budgeted Wage as % of Revenue
Please note that these statistics will not appear if you haven't first configured a budget.
Ensure you click 'Update Settings' at the bottom of the page to confirm your changes.
Viewing Budget Statistics in Rosters
Once you have configured your budgets, Managers and Admins can view progress against these metrics in Rosters. These statistics will not be visible to employees.
To do so, ensure you have first enabled the statistics in your Budget Settings, as explained above.
Then, navigate to your roster, where the statistics selected in your Budget Settings will appear as progress bars on your roster. For example:
Progress bars have three states, which indicate the following:
Red (less than 80% full)
Orange (between 80% and 100% full)
Green (over 100% full)
As you update your roster, these bars will also update, reflecting your progress against your budget. For example:
You can hover over a statistic to view more specific details.
From here, continue configuring your Rosters and Budget Settings to display the appropriate statistics for your tracking needs. See our Customise Your Roster help guide for more details about different roster views.