WFM UK: UI Refresh Rotas: Troubleshooting Common Queries Costs and Payroll

Overview

This article describes various troubleshooting tips and areas to check regarding issues within Rotas regarding Costs and Payroll in Workforce Management.

Budgets

Budgets not Displaying

This can sometimes occur due to the weekly budget not having been entered within the Total box in the Rota.

To resolve: 

• Go to Rotas > Administration > Configure Locations > select the Location that is having the issue
• Scroll down to 'Revenue Targets', use the orange arrow drop-down and select Edit Revenue Targets

• Select Annual Budget and navigate to find the week(s) that are not showing in the revenue
• Select the week in question and enter the weekly budget in the Total box

The system should then allocate the budget for each day. 

• Save and complete

Metric Budgets Not Loading

Decimal Places & File Format
The format of the Budgets file can sometimes cause the load to fail, e.g. if some figures are not in the 2 decimal places format.

To resolve: 

• Before uploading, open the file in Notepad

This will display anything strange that does not show up in .CSV format.

Employee Costs

Salaried Employee Costs not feeding through to Analysis Page

Job Title Settings
This is resolved by updating the Job Titles in the ‘Configure Locations’ area to ‘Yes’ for ‘Salary Included in Rota?’ so that the Salary costs can feed through.

To do so:

• Go to Rotas > Administration > Configure Locations > and select the required Location
• Scroll down to 'Salaried Job Titles Included in Rota, use the orange arrow drop-down and select Edit Job Title Salary

• Tick the relevant Job Titles which need the costs to feed through 
• Save

Also See

WFM - Rotas Troubleshooting Articles