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.
Comments
0 comments
Please sign in to leave a comment.