How do I turn on Budgets to use within the Rota?

Setting budgets within the Rota will help you plan with an eye on your staffing costs, warning you of any potential overspends. However, it’s important to note that it won’t prevent you from overspending.

Turning on Rota Budget

This enables the user to set a weekly budget.

  1. Select ‘System’ from the Menu Bar.
  2. Select ‘System Setup’ from the System Tree.
  3. Select the ‘General’ tab.
  4. In the Rota section, tick ‘Rota Budget’.

Turning on Rota Budget Per Day

This enables the user to set a daily budget.

  1. Follow Steps 1-4 above.
  2. Tick ‘Rota Budget Per Day’ (this will not appear until Step 4 has been completed).

Additional information

You can either work to a weekly budget or a daily budget but you cannot use the two simultaneously.

Unless employees have been given a Gross Hourly Pay rate (Employees>Rules>Rates), any budget that you are working to will not provide you with the correct information. 

Related Articles

How do I build a Rota to budget?

If you have a budget for your daily or weekly wage spend, the Rota can help you keep within it.

How do I import a budget to the Rota?

Users can easily import daily or weekly budgets to the Rota, saving the time and effort of inputting the figures manually.

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