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

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!

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. 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.

To import your Labour Budget data via .CSV, click the ‘Import Budgets’ button.

To upload different budget types, follow the steps below based on the metric you're working with:

SPLH or Wage % of Revenue: Click Budgeted Metrics Planner, then click Import Budgets. The CSV template for Labour Budgets – SPLH and WAGE_AS_PCT_REVENUE is available in this section.

Sales Budgets: Click Budgeted Sales Planner, then click Import Budgets. The CSV template for Sales Budget – COST is available in this section.

Labour Hours and Labour Costs: Click Budgeted Labour Planner, then select Import Budgets. The CSV template for Labour Budgets – COST & HOURS is available in this section.

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 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' at the bottom of the page 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. Any metric with a value entered in your budget metrics will display as a progress bar for the corresponding day. For example:

If you've only entered values for 3 out of 7 days, progress bars will appear only on those 3 days.

Progress bars have three states to visually indicate performance against budget targets.

For Sales Budgets:

For Labour metrics (including Budget Cost, Hours, SPLH, and Wage %):

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. For instance:

You can also view weekly stats on the left-hand side of the page:

From here, continue configuring your Rosters and Budget Settings to display the appropriate statistics for your tracking needs. Please see our Customise Your Roster help guide for more details about different roster views.

Relevant Labour Budget metrics are also available in the majority of Tanda's 'Costs by' Reports (note that we regularly add and remove reports, and the graphic below is not exhaustive).

Specifically, our 'Costs by' reports now include the following columns pertaining to Labour Budgets:

These columns make it easy to compare the number of hours planned, worked, and budgeted across all teams and locations.

These additions combine timesheet, scheduled, and budgeted labour costs in a single view, expressed as a percentage of revenue.

These metrics provide a clearer picture of how well labour resources are converting into sales across locations and teams.

These additions allow for better comparisons of Labour Budgets against actual and forecasted sales.

To learn more about accessing and configuring Tanda's reports, see our Managing Reports help guide.