WFM UK: Data Updates: 4.2 Financial Metrics For Scheduling

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.

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

Uploading Sales Budgets & Wage % Targets

When the files are completed and ready to upload:

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

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

Please note: Budget figures will be uploaded for each Department specified in the template.

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

Note: Budget figures will be uploaded for each Department specified in the template. 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."

6. 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 (refer to Fig.5)
   Once processed, the Status in Budget Upload History will display as 'Success' (refer to Fig.6).

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

Fig.5 - Budget Upload History button

Fig.6 - Successfully loaded files

In case of a failed upload, an error message will indicate the issue (see example in Fig.7). Correct the file, save changes, and reupload.

Fig.7 - Example of failed upload and reason

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: