Budgeting (Hours or money)
The budget alert will be reserved for administrators (only administrators have access to financial data).Only the alert in hours is accessible to managers.
According to your internal policy, you may have to respect a budget or hours and/or amount when creating your schedule.
To meet this need, Emprez allows you to create a budget alert that will notify you when the set limits have been exceeded.
Activate budget alert and Create a budget
To activate this budget alert, follow these steps:
- In your Manager file, click on Budget Parameters section,
- Determine your budget limits.
Once you have entered your limits in terms of hours and/or amount, the dashboard will display the budget verification. An alert will also notify you when you have exceeded the budget when creating your schedules.
The budget check adds up in hours and dollars all the schedules (published or not) of all the departments to which the manager has access.
In your Preferences, if the option "Include vacation when calculating amounts" is not unchecked, the Administrators will see the vacation allowances included in the total column.
Total column = Total employee salary (hourly rate x hours worked) + Vacation pay compensation (total salary x % compensation).
Scheduled vacations and holidays are not included in the budget.
Budgets overview
You can also have an overview of existing budgets by going to :
- The menu Schedules
- Choose Budget Management
To modify the budget for a manager: click on 
at the end of their line.
If the menu is not available, feel free to contact us with the list of the users that should be able to see and modify these parameters.
With the budgeting activated, the system adds up the hours and dollars of all the schedules (published or not) for all the departments to which the manager has access. If the user exceeds his budget, you will see an alert on the Dashboard, as well as the manager concerned. Scheduled vacations and holidays are not included in the budget.
Related Articles
Why not enter a position in "Profile Parameters" and "Predetermined shifts"
Previously, when creating a Profile Parameters or a Predetermined Shift, the choice of position was mandatory, we made this field non-mandatory to give you more flexibility! Profile parameter You can now create a Profile Parameter without assigning ...Schedule creation
Emprez saves you the repetitive and complex tasks linked when creating your schedules. It will ensure that you do not forget anything so that your workforce is optimal. You will find below an overview of the functions that will assist you when ...Timesheet settings: Grace period and roundings
One of the strengths of the Emprez service is the ability to consolidate employee's punches according to the schedule you have assigned to them. This functionality of the service allows you to avoid modifying your employees' timesheets manually, thus ...Event management
For good schedule management, we thought it would be important for the manager to know if there is an event to come so that he has the information when creating his schedules. For this purpose, you should first enter the calendar of your events in ...Adding hours to the bank from timesheets
TimeBank: It is a reserve of overtime. In a few clicks, fill in the missing hours with a timesheet using the hours available in the timebank. Warning: Do not pay an hourly premium with timebank. Indeed, the use of timebank is always done at the basic ...