WFM UK: Rotas: Using Fixed Costs

Overview

This article provides the steps of using Fixed Costs on Rotas.

How to Use Fixed Costs

• Log into Fourth's People and Payroll solution, and from the dropdown menu select the Rotas module

Fig.1 - Select HR Module

• To set up using fixed costs select Global Settings

Please note: This is an administrative setting and high access is required.

Fig.2  - Global Settings

• To check or enable fixed costs select Edit in the rotas settings

Fig.3 - Edit Rota Settings

• Tick the Rename Fixed Costs in Rotas, and enter a short name for what they are being used for e.g. Cleaning Costs or Entertainment

Fig.4 - Edit Default rota settings

• Then set up fixed cost areas, again under Administration > Fixed Cost Area

Fig.5 - Fixed Cost Area under Administration

• To create areas select Create Weekly Fixed Costs Area on the top right-hand side

Fig.6 - Create Weekly Fixed Costs Area

• Create as many areas as required, for fixed cost entry

Fig.7 - Weekly Fixed Costs Areas

• Once this has been set up, navigate to Administration > Configure Locations

Fig.8 - Configure Locations

• Scroll down to the Edit Factor X and Fixed Costs area

Fig.9 - Edit Factor x and Fixed Costs

• Tick the option Use Fixed Costs Settings

Fig.10 - Use Fixed Costs Settings

• This will open up more options. First enter the % split across the week, which days these costs need to appear on, then enter the % split for the divisions that the cost will affect. Both areas have to equal 100

Fig.11 - % split

• Then enter the amount in £ for the fixed costs across the week by selecting the Edit button (Fig.12)

• This will bring up the Fixed Cost Areas previously setup

Fig.12 - Fixed Cost Area

• Select Save

Fig.13 - Save

The fixed cost can be edited from the rota on a weekly basis if necessary, meaning that managers/supervisors that do not have administrative rights can update costs where necessary

• By selecting the button which was renamed in global settings Edit Bonus

Fig.14 - Edit Fixed Cost

• This will bring up the Fixed Cost Areas previously set up with the costs that have been configured, amend where necessary for that week

Fig.15 - Fixed Cost Area

• Select Save

Fig.16 - Save

Fixed Cost will show as an additional line on the analysis page, also accessible from the rota link.