The schedule comes with a budget tool available to managers and administrators. It has three distinct modes:
Labour cost (wages over revenues).
Hours budget (budgeted hours to respect).
Productivity ratio.
The last ratio is not available by default. An administrator must activate it in Settings > Scheduling > Budget.
Show the budget tool
Go to the Other options section under the filters.
Click Show budget.
A new calculator will show at the bottom of the screen.
Labour cost
Determine a percent objective for your site (percent of wages over revenues).
Enter the projected revenues for each day (click more (...) > Manage budget).
The percentage and a green or red colour code will show at the bottom of each day to show whether you are below or above the target.
Budgeted hours
Enter the hours budgeted for each day (a total for the week is at the right).
The total planned hours per day will show below with a green or red colour code to indicate whether you are above or below the target.
Productivity ratio
How it works
Indicate a projected unit output in the top line (for example, 100 customers served on Monday).
Atlas Scheduling 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 use the feature, an administrator must activate it under Settings > Employee > Scheduling > Budget.
Budget per position
You can also bring up projections per positions. To do so, click more (...) > Manage budget.
Activate the show positions option and enter the desired information.
Then, add the filter Group by position to your schedule, and you will be able to see the details by position like this:
