WFM UK: Data Updates: 4.2 Financial Metrics For Scheduling – Fourth & HotSchedules Customer Success Portal

Overview

This article outlines the procedure for uploading sales budgets and wage target percentages into the Scheduling module. The process involves creating .CSV files, preferably in Microsoft Excel, and directly uploading them within the application.

Before commencing with this process, it is crucial to ensure that all required locations for sales and wage budget uploads are established within the HR Module, and EPOS IDs are configured within Scheduling.

Daily Sales Split

Ensure that the Daily Sales Split is input before loading Weekly Sales budgets.

Log in to Scheduling and navigate to the Homepage
Go to Settings and choose a Location
From the left-side menu, proceed to Sales Budget Breakdown Percentages > Budget Breakdown Percentages
Select Create New and select a Department
Enter daily sales split percentages as needed and save the changes (see Fig.1)

Fig.1 – Entering daily split percentages

Creating Sales Budget and Wage Target Files

A template/guide can be downloaded from the bottom of this article. Note that all columns are mandatory, and separate files must be loaded for sales budgets and wage target percentages.

Each template contains a guide on how to complete it.

Once figures are entered in the template file, paste the details into a new separate .csv file. If an amended copy of the template file is used, there will be errors due to the additional sheets within it

File Checks before Uploading:

File Header format is: EPOS ID, Date, Type(Sales/Wage Budget), Revenue Type, Value, Time Period (Day/Week), Free Column 1, Free Column 2, Free Column 3
If you need to load both sales budgets and wage targets, then these should be 2 separate files
Date format is YYYY-MM-DD when saving
Tick the 'Send budget values back to UK HR & Payroll' setting if you need the Analysis Page, Weekly Overview reports, and Fourth Analytics (if used) within the core UK WFM reporting to be updated

Uploading Sales Budgets & Wage % Targets

When the files are completed and ready to upload:

Log in to Scheduling.
Go to Settings and select a Location
From the left side menu, navigate to Uploads > Budget Upload
Use the Budget Upload Type drop-down and select LP Sales/Wage Budget

There is an option to Send budget values back to UK HR & Payroll, which will update the Analysis Page, Weekly Overview reports, and Fourth Analytics (if used) within the core UK WFM reporting.

Select and upload the required file using the Select a Document and Upload buttons

Note: Budget figures will be uploaded for each Department specified in the file. For Locations with the 'Schedule Departments as One' setting enabled, budget figures will load against the first Department assigned to that Location.

If Departments in HR ('Divisions') have separate budget values from Scheduling, and you wish to retain them, do not select Send budget values back to UK HR & Payroll

The data will be uploaded and sent for processing. Processing time may vary (1 to 2 minutes), and progress can be tracked in Scheduling under Uploads > Budget Upload > Budget Upload History (see Fig.5)
Once processed, the 'Status' in Budget Upload History will display as 'Success' (see Fig.6).

Fig.4 - Uploading a file and 'Send budget values back to HR & Payroll' option