Uploading/Updating a Financial Plan

To be able to upload or update the Financial Plan / Budget please ensure that ensure that you have access to the "Cog Icon" on the system.

This article below explains how a head office user can give you access to the above.

Cog Icon

Step 1: Click on the cog icon and select "Financial Plan Settings.

*If you do not have the cog icon please ensure 'fixed tasks and setting' is set to 'allow' when viewing the edit options for your user profile.

Step 2: Download the template and follow below steps to complete it. Upload the complete template in .xls format by selecting the file and pressing "Upload File".

Guide to completing our Financial Plan Template:

• S4labour uses one financial plan document across an entire organisation. Financial Plan must cover all of your organisation sites including head office. Any sites not included in the new plan will not display budgeted revenue or labour % targets on their rotas.
• Do not change the file format and avoid using any formulas additional rows cells or tabs. If template is changed or formulas present the file will not be uploaded.
• Each sheet must contain the same date for "Week 1 commences" in YYYY-MM-DD format, the same site details, including Site Id No. and be in the same order.

  This date must fall on the day set as the start of your trading week.

  e.g. Financial year commences 1st April, trading week commences on a Monday, enter 2022-03-28.

• Site names on the file need to match exactly the site name on the system.
• The values under the "Labour" tab i.e. the budgets should be to 4 decimal places only. e.g. not 0.289445546 but 0.2894
• Food Drink or Other sales can be to 2 decimal places max e.g. 25698.33
• Site ID No. refers to the ID / Site Code originally provided by your organisation when adding each of your sites. If you are unsure of what this is, you can retrieve this information by running our ‘Employee Central’ report which will display it under the column labelled ‘Site Number’.
• When completing the template, if any individual weeks do not require figures please enter either 0% for Labour % or £0 for revenue.

If you are updating the financial plan for your organisation, please reload the budget file you have used with updated figures and the this will update the system accordingly.

Check that the Financial Plan uploaded correctly

In order to understand whether a budget file has been uploaded, you can analyse by reviewing the (i) the rota page and (ii) summary report. 
The rota page will display the the week number correctly in the top right hand corner and the budget labour %.

The summary report widget on the rota page will also have a value against the "Forecast Sales" section on the Budget row.

If you would like us to load your financial plan our central services team can accommodate this for a small admin fee.