Overview

After a Labor Budget has been created and posted, HotSchedules provides reporting and comparison tools that help managers review budget performance and compare scheduled labor against labor targets.

The two primary tools available are:

• Labor Budget Report – Review labor budget information in a report format.
• Labor Budget in the Scheduler – View budgeted and scheduled labor information directly within the Scheduler.

Note: Labor Budget information will only be available after a labor budget has been created and posted. For more information, see HS: The Labor Budget Tool.

Labor Budget Report

The Labor Budget Report provides a detailed view of labor budget data for a selected week. The report can be generated on demand and configured to display different budget metrics and job codes.

Access the Labor Budget Report

1. Navigate to Reporting.
2. Search for Labor Budget Report, or select it from the Dashboard.
3. Select the desired week using the date selector and configure the report options as needed.
4. Select Generate Report to view the report or Print Report to create a printable version.

Fig. 1 – Labor Budget Report

Available Report Options

Depending on your reporting needs, you can configure:

• Report output format
• Budget type
• Report data type
• Job codes to include
• Shift categories to display

Labor Budget in the Scheduler

After a Labor Budget has been posted, budget information is available directly within the Scheduler. This allows managers to compare scheduled labor against budget targets while building and reviewing schedules.

To view labor budget information:

1. Navigate to Scheduling and open the desired schedule.
2. At the bottom of the schedule, select the Labor Budget tab.

The Labor Budget tab displays budget information for the selected week and can be viewed using different budget types, including:

• Labor Percent
• Labor Hours
• Labor Cost (USD)
• Labor SPLH (Sales Per Labor Hour)

Use the budget type drop-down menu to switch between available views.

The information displayed will depend on the labor budget type that has been posted for the selected week.

Fig. 2 – Labor Budget Tab in the Scheduler and Budgeted labor Comparison 

Understanding Labor Budget Data

The Labor Budget tab provides a side-by-side comparison of forecasted, budgeted, and scheduled labor values.

Depending on the selected budget type, available information may include:

• Sales Forecast Totals
• Scheduled Labor
• Budgeted Labor
• Projected Labor
• Variance values

This allows managers to monitor labor performance throughout the scheduling process and make adjustments before publishing schedules.

Note: Budget information will only appear if a Labor Budget has been posted for the selected week. Some budget views, such as Labor Cost (USD), also require forecasted sales data.