How do I use the budgeting tool?

This article covers how you can use ClubsHR's budgeting system to plan your roster by hours, labour cost or even labour percentage.

Setup Instructions

The first thing is to make sure you have your pay templates set up with rates in the Settings > Payroll page.

Ensure Staff Member is assigned Pay Template:
Click the Staff Tab and select the staff member whose template you wish to check.
Click the Payroll tab and ensure that the correct pay template is selected

Note: Here it might help to confirm the correct rates have been applied to your staff member

Budgeting

Add your daily sales targets into the roster screen on either the "Daily View" OR "Weekly View".
The accurate cost will be calculated per day, and a "Weekly Summary"
In the Financial Summary of the week. Information includes total hours, estimated cost, average pay-rate as well as labour percentage to sales.

See the actual cost of each shift.

Once you have added rates and pay templates for your employees, ClubsHR becomes powerful from a budgeting perspective. Simply putting your cursor over any shift will provide accurate cost information.