Workforce Management

Track the labour budget

Watch the committed roster’s cost against each client’s budget for the period and catch overruns before pay runs.

AdvancedRoster moduleDemand & capacityFor operations & finance leads~7 min

What it is

Where the forecast says how much labour you’ll need, the labour budget says what it should cost — and whether the roster you’ve committed is on track. Each cost centre, tied to a client, carries a budget for the period; the rostered cost is the live sum of the shifts you’ve scheduled against it.

A variance and a consumed bar show how much of the envelope you’ve used, coloured on-track, at-risk or over. Because it reads the committed roster, not the final pay run, you see an overrun forming while you can still trim or reschedule — not after the period closes and the cost is locked in.

When to use it

  • You want to know if a client’s roster is within budget
  • You’re scheduling a lot of overtime or allowances and want the cost check
  • A period is filling up and you’re watching for an overrun
  • You need to show a client their committed labour cost

How it works

Step by step.

The labour budget — each client’s budget for the period against the live cost of the committed roster.
The labour budget — each client’s budget for the period against the live cost of the committed roster.
  1. 1

    Open the labour budget

    See each client cost centre with its budget for the period and the live rostered cost beside it.

  2. 2

    Read the variance

    The variance is budget minus rostered — positive means headroom, negative means you’re over.

  3. 3

    Check the consumed bar

    The bar shows how much of the budget the committed roster has used, tinted on-track, at-risk or over.

  4. 4

    Find what’s driving it

    For a centre running hot, look at the shifts feeding the cost — extra hours, overtime or allowances often explain the climb.

  5. 5

    Trim or reschedule

    Adjust the roster — move, drop or re-time shifts — to bring a centre back inside its envelope before the period closes.

Worked example

Follow it through.

The scenario

Meridian Retail’s security roster for the fortnight has a budget of $48,000, and you want to know where it stands mid-period.

  1. 1 Open the labour budget and find the Meridian Retail cost centre.
  2. 2 Rostered cost reads $46,200 against the $48,000 budget — a variance of $1,800.
  3. 3 The consumed bar shows 96%, tinted at-risk.
  4. 4 You trace the climb to weekend overnight allowances on three extra shifts.
  5. 5 You re-time one weekend shift to a weekday, bringing rostered cost to $44,900.

The result

Meridian Retail’s consumed bar drops back to on-track with around $3,000 of headroom, and the overrun is corrected before any of it reaches a pay run.

Tips & notes

Good to know.

  • This tracks the committed roster, not final actuals — final numbers settle after the period closes in time and attendance.
  • Allowances and overtime are the usual culprits behind a centre running hot; check those shifts first.
  • Treat at-risk as your line to hold — it’s much cheaper to trim now than to explain an overrun later.
  • A healthy surplus may mean you can take on more work for that client without breaching the envelope.

When you’re done

A live, per-client view of committed labour cost against budget, with overruns caught while the roster can still be adjusted.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.