How To View Costs In The Scheduler

Goal

• To simultaneously see the Scheduling Cost and the Schedule

Environment:

• Push Web App

Process:

Accessing Costs From The Employees, Employees Unique, Or Position View:

1. Click the Scheduler tab
2. On the left-hand navigation bar, click Weekly Schedule
3. To the right of the current Week, click the drop-down menu and select either Employees, Employees Unique, or Positions
4. On the right-hand side, click Costs
5. In the right sidebar, click the toggle that corresponds with Show Costs
   1. Under Labour, check/uncheck the boxes that correspond with either: Cost and Hour Breakdown, Labour Hours, Labour Costs, Hourly Costs, Fixed Costs, or Total Costs
   2. Under Sales, check/uncheck the boxes that correspond with either: Total Sales, Hourly Labour % of Sales, Fixed Labour % of Sales, Total Labour % of Sales, or Sales Per Hour
6. Once done, click the X icon on the right side
7. The Schedule will appear with Cost information based on the selected filters!

Accessing Costs From The Daily View: 

1. Click the Scheduler tab
2. On the left-hand navigation bar, click Weekly Schedule
3. To the right of the current Week, click the drop-down menu and select Daily
4. On the right-hand side, click Costs
5. In the right sidebar, click the toggle that corresponds with Show Costs
   1. Under Show Costs, check/uncheck the boxes that correspond with either: Total Hours and Cost, Sales Forecast, Labour Percentage, Line Graph, Sales Per Labour Hour, Staff, or Guest Count 
6. Once done, click the X icon on the right side
7. The Schedule will appear with Cost information based on the selected filters 

Additional Information

Users can filter different types of labour and sales data in the scheduler by toggling on our Costs function. Depending on the boxes you have checked on or off under Costs, the Scheduler will populate different details to assist you with scheduling! 

Under the Daily View, there is a line graph that will visualize labour and sales targets to ensure effective scheduling. 

When in the Costs sidebar, you will also see a message indicating if an Overhead Cost percentage has been set up. If the percentage is more than 0, your labour cost amounts will be inflated and not accurate to your scheduling. If you wish to update this percentage, please navigate to Scheduler Settings: Overhead Cost.

Please note that only Super Administrators or Team Administrators with permission to View/Update The Scheduler by Position(s) will be able to access the Cost function. 

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