The Scheduler comes with a Budget Tool available to managers (if the permission to see wages is enabled) and administrators. It has three distinct modes:
Labor cost (Wages/Revenues)
Hours Budget (budgeted hours to respect)
Productivity Ratio
The last ratio must be activated by the administrator in "Settings" -"Employee Scheduling"
This article will show you how to use the budget tool.
1) Display the budget tool
Here is a list of useful informations about the usage of the budget tool :
By default, wages are hidden in the scheduler
Administrators can see wages at all time
Managers, if the permission is enabled, can see wages, too
Supervisors have access to the budgeted hours and productivity ratio only
It is possible to display the budget by clicking on "Show budget." You filters might appear under a purple funnel on a smaller screen.
2) Consult the budget
A calculator is now accessible and will allow you to keep an eye on things.
Total filtered: since the calculator works with our filters, you can divide the information by positions or grouped positions
Total for location: does not take into consideration the checked filters. The total will be for the whole location
3) Labor cost 💵
Estimated income: You can enter your estimated income (see pink arrow), but you can also go back in time to enter your actual income and see if your schedule management met your target.
Target: You can enter the % of labour costs you want to achieve in relation to your income.
4) Budgeted hours ⏱
You can set a number of hours per day (there's a weekly total too). The planned hours will be compared with these targets and it will be ‘red’ when you exceed the budget and ‘green’ when you respect it.
6) Productivity ratio 📊
It's easy:
Indicate a projected unit output in the top line (for example, 100 customers served on Monday)
Agendrix will divide this quantity by the number of planned work hours
The result will be a ratio (for example, 10 customers served per worked hour)
You can set a ratio objective on the bottom left against which you will be evaluated
To activate the feature, an administrator must go in the "Settings" menu ️ "Employee scheduling" tab and then in the "Budget" section.
6) Budget per position
You can also output budgets by position. This way, the supervisors will have access to this budget to help them with their planning!
To do this, click on "Manage budget" by clicking on the three little dots:
You simply have to activate the "show positions" option and enter the desired information.
Then, simply check the filter "Group by position" and you will be able to see the details by position like this :
