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Set Rota Budgets

Setting rota budgets in Workmax allows you to manage your team's work hours and costs. You can set budgets for hours, costs, and employees. This guide will show you how to set rota budgets in Workmax.

How to Set Rota Budgets​

note

Workmax will flag any rota that exceeds the set budget, allowing you to manage your team's work hours and costs effectively.

Manager or Admin Profile​

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Rotas and shifts" section.
  3. Select the rota you want to edit from the list of rotas.
  4. Click the "⋮" icon.
  5. Select the "View" option.
  6. Click the "Budgets" link.
  7. Enable the "Budgets" toggle.
  8. Set the budgets for each day of the week:
    • Hours - The total hours allowed for the day.
    • Budget - The total cost allowed for the day.
    • Employees - The total number of employees allowed for the day.
  9. Click on the "Save" button.

Workmax will now set the rota budgets for the selected rota. You can view the rota details and make changes at any time. If you have any questions or need help, please contact Workmax Support.