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.

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. If you already have this setting ticked, you will continue to see our old Labour Budgets.

Simply untick this setting to switch over to our new Labour Budgets. Ensure you click 'Update Settings' at the bottom of the page to save these changes.

If you didn't previously have this setting enabled, you don't need to do anything—you will automatically be switched to our new Labour Budgets.

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.

The following table summarises the permission settings required to view and edit Labour Budgets in Tanda.

To learn more about permissions in Tanda, please consult our Assign Permissions to Staff and Customise Permission Levels help guides.

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.

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

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.

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 your preferred metric type between SPLH or Wage as % of Revenue and your preferred Labour Metric Type out of Cost or Hours.

Further, you can select which budget statistics will be visible on the roster from the following options:

Please note that these statistics will not appear if you haven't first configured a budget.

Ensure you click 'Update Settings' to confirm your changes.

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:

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.