How to Navigate Budget

If you are a scheduling manager or higher access within Deputy, you can input the weekly budgets and check the variances to ensure that you are budgeting your staff within variance, allowing you to increase or reduce your workforce as required.

How to Access Budgets

To access the budgets, go to Schedule and click the Options on the right side and then click the Enter Sales.

Once clicked, you will be forwarded to the Budget page. You can view the available budget per location by simply clicking the dropdown and then select the location. On the left column, you will see the metrics, labor requirements and budgets. Currently, Deputy has the ability to set wage and hour budgets. In the middle, it will present the last year, forecast, manager forecast, actual, and variance.

How to Add a Budget

To add a budget, first, select the type of budget would like to set, Wage or Hour budget and click it. Once the desired budget option is selected, use the date picker to pick the week you would like to set the budget for:

Once the week is selected, enter a value for the weekly wage/hour budget by clicking on the cell under the budget column. This will allow you to enter your budget for the week.

View your Budgets

Once you have entered the budget, click the tick and your budget for the week has been set. Adding a budget allows you to view the budget against your schedule to help you manage your budgets as you schedule your staff for the week.

When you have over-scheduled and exceeded the budgets, your wage and hours will be highlighted in red to indicate that you have gone over the set budget. This allows you to see the variance in realtime and decide to adjust staff.