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On the Rota Module how can I load next years budget to the system, so I can start to use the costed rota and targeted wage percentage elements?

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Anonymous User

Hi @Jack Worsley​ 

There are a few ways to get budgets and wage targets into the system.

 

  • The below article shows how to enter budgets and wage targets by location.

https://fc.force.com/customer/s/article/WFM-Entering-Budgets-and-Revenue-Targets-by-Location

  • We can also data load this information at an additional cost. The below article gives all the infornation needed.

https://fc.force.com/customer/s/article/WFM-Sales-Budget-and-Wage-Target-Templates

 

  • Some customers may also upload the data themselves via an FTP. Metrics need to have been created in rotas and an FTP created for use with metrics.

 

Hope this helps

Debbie

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