Step 1
*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
Guide to completing our Financial Plan Template
S4labour uses one financial plan document across an entire organisation. When uploading any new financial plan, this must cover all of your organisation's sites. Any sites not included in the new plan will not display budgeted revenue or labour % targets on their rotas.
Each sheet must contain the same dates for Week 1 commencing, the same site details, including Site Id No. and be in the same order.
When completing the template, if any individual weeks do not require figures please enter either 0% for Labour % or £0 for revenue.
1. When entering the date for 'Week 1 commences', this must be entered as YYYY-MM-DD. 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.
The budget will not upload correctly if the above points are not met.
2. 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’.
3. There is a worksheet for Labour % - when completing this sheet, ensure the targeted labour spend is entered with either a % sign, or with a decimal.
e.g. Entering a labour spend target of 35% of total site revenue should be entered either as 35% or 0.35 (If, instead, this is entered as 35 this will pull through with a target of 3500%.)
The worksheets that follow are for entering projected / budgeted revenue for each revenue stream - Drink, Food, Other.
Once you have completed the template and are ready to upload, ensure it is saved in .XLS format.
The details of your financial plan will then pull across to the site's rota page and form their budget and projected revenue. Sites are encouraged to amend the budgeted revenue weekly to ensure an accurate forecast.
If you would like us to load your financial plan our central services team can accommodate this for a small admin fee.
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