WFM UK: Data Updates: 4. Financial Metrics

The following articles provide instructions on updating Financial Metrics within the revamped WFM UK UI. These guides are divided into two sections: one for customers utilizing Rotas and another for those who use scheduling.

In addition to manually entering revenue budgets and wage targets (refer to WFM UK: UI Refresh Rotas: Creating Wage Targets) in HR & Payroll, Fourth offers the option to perform a bulk upload of this information.

Budget templates, formatted in Microsoft Excel, can be filled with relevant figures and submitted to Fourth's data team. While there is a charge per template, this method can streamline the process, particularly for numerous locations with regularly changing weekly values. For information on costs and lead times, reach out to Fourth's Customer Success Manager (CSM) team.

WFM UK: Data Updates: 4.1 Financial Metrics for Rotas (UI Refresh)

WFM UK: Data Updates: 4.2 Financial Metrics For Scheduling

WFM UK: Rotas: Loading Budgets and Wage Targets in Rotas FAQs