Weekly Planner
Use the weekly planner to track the progress of your days completed so far in the week.
When viewing the current week, totals are calculated on days worked up to but not including the current day.
Tip: To track the progress of your current day, refer to the live wage tracker dashboard widget. For viewing the total roster cost for the week, refer to your roster.
How it works
Costs are displayed as gross wage costs - it will match your roster cost and timesheet costs, including the cost of leave, and excludes on-costs
The Actual is based on completed Timesheets that contain both a start and finish time, and includes both approved and unapproved timesheets
Filters on the far right are used to switch between Wages/Hours, SPLH/Wage%, Time Period and Teams/Locations:
Revenue in the Weekly Planner
Manually Entering Revenue
If you don't automatically import revenue data, you can manually enter these figures for teams and locations directly in the weekly planner:
You cannot override data in the weekly planner that is entered automatically via datastream.
Manually entered data will be stored in a new 'user_entered' data stream. View this in Settings > Integrations > Manage Data Streams.
If you are unable to manually enter revenue data, check the following:
Try limiting the team filters to a specific location or team. If there are multiple 'user_entered' data streams present for the chosen teams, you cannot manually edit the total revenue.
Additionally, if you're a manager, you must manage all teams within a location to enter revenue data for that location.
Check that there are no sales already automatically entered from a data stream for that day.
If the 'Use Daily Sales Forecasts' setting is ticked under Settings > General Settings, you cannot manually enter revenue in the Weekly Planner:
Automatically Entering Revenue
For revenue to be entered in the weekly planner from your data streams automatically, ensure that the Stat Type of the data stream is imported as 'sales'. You can check your stat types and the data contained in them under Settings > Integrations > Manage Data Streams > Stat Types.
Additionally, check the Data Joins of your data streams. These should map the 'sales' stat type to the organisation or a specific location/team (or a combination of these):
Budgets in the Weekly Planner
Budgets as part of the Weekly Planner are linked to the previous, deprecated version of budgets in Tanda. If you use the new budgets feature, you cannot view them in the weekly planner.
Read more about budgets in Tanda Here.
FAQ's
How is the start day of the weekly planner determined?
The weekly planner start day matches your primary pay period.
What costs are included?
The weekly planner shows your gross wage costs - it will match your roster cost and timesheet costs, excluding on-costs.
What will managers who have cost visibility turned off see?
Team Managers who don't have access to view Staff Costs won't see any dollar values in the Weekly Planner. They would only see data in hours format as below:
