WFM Labour Productivity: Uploading Sales Budgets and Wage Target Percentages

Overview

This document article describes the process of uploading Sales Budgets and Wage Target %’s into Labour Productivity 

For a list of all Labour Productivity articles, please visit: WFM - Labour Productivity: Article Contents Page
 
Uploading Sales Budgets & Wage % Targets within Labour Productivity

Before starting this process, please request that all Locations required for Sales and Wage budget uploads have been created within People System and have EPOS ID’s set up within Labour Productivity. 


Important Points:

• Ensure that the values are changed to 2 decimal places and that there are no blank columns
• The current date format should be YYYY-MM-DD. However, this does change sometimes within the system, this will be highlighted and the correct format will be presented
• Number format needs to be 2 decimal places (i.e £2345.00 Sales Budgets and 23.45( %) for wage targets )
• Each column must have a 0 if there is no data to be entered
• Numbers only must be entered 
• The Value Type column must be blank

 
Within Labour Productivity, ensure that the Daily Sales Split has been entered before Weekly Sales budgets are loaded.
 

• To do so, go to Settings > expand the Budget Breakdown Percentages menu 

Fig.1 - Budget Breakdown Percentages Menu
 

• Select Budget Breakdown Percentages > Create New > select Location > enter Daily %’s Split

Fig.2 – Expanded Budget Breakdown Percentages

To load in Budget and Wage Targets: 
 

• Select a Location > Select Settings > Select Budget Upload

Fig.3 – Budget Upload

• Select the file format to upload 

In this example, ‘UK HR & Payroll Sales Budget Weekly’ and ‘UK HR & Payroll Wage Budget Weekly’ are being used.
 

• Upload the files

Fig.4 – File Upload

 
If the upload is successful, the system will display a confirmation message. 

The upload can also be reviewed within Budget Upload History 

Please Note: If there are any issues importing the files into Labour Productivity, please contact your Fourth representative.  

Also See

To load Sales budgets and Wage Targets into any rota reports, please refer to this article - WFM - Sales Budget and Wage Target Templates

Example Wage Target and Sales Budget Templates are attached below: