WFM UK: Rotas: Creating Wage Targets – Fourth & HotSchedules Customer Success Portal

Overview

This article describes the process of creating Wage Targets for specific locations in HR & Payroll in order for the Rota Wage Cost (£) and Rota Wage % to update automatically when employees who are shift/hourly paid are scheduled in the rota. This allows the displaying of whether these targets are over (displayed in red) or under (displayed in green).

Process

Log into the portal and select Rotas from the drop-down menu

Fig.1 - Rota Module

The ‘Wage Target %’ needs to be set for each individual location on the portal.
To do this:

Select Configure Locations from the Administration drop-down menu

Fig.2 – Configure Locations

Please note: Wage targets can only be set by employees with this particular access level.

Select the specific Location to set up with wage targets from the drop-down list

Fig.3 - Select Location

Choose whether to Include Holiday Pay In Rota Wage Costs

Fig.4 - Edit Wage Targets at location level

Enter the Target Percentage target for the location as a whole

Please note: The total percentage then needs to be broken down over all the divisions within that one location.

Fig.5 - Edit Wage Target Percentage at Divisional Level

If the totals for all divisions do not add up to the total in the Target Percentage field, the system will not allow it to be saved.

Select Save to save the targets to the location

The percentage will appear as a total on the Location's rota, seen in Fig.6.

Fig.6 – Wage Target

Please note: When employees who are shift / hourly paid are then scheduled on to work within the rota, the ‘Rota Wage Cost’ will increase, and the ‘Rota Wage Percentage’ will highlight in Green if under budget, and red if over the wage cost percentage set for that location, seen in Fig.7.

Fig.7 - Rota Wage Cost Colour Coding

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