Roster Costs & Revenue Forecast

💡 Admin Permission + Financial Reporting is required to view costing reports in the roster!

The roster cost reports allow you to factor estimated revenue against your estimated wage costs when building your rosters. The cost analysis then allows you to track your roster against actual clocking data to help you stay on track.

This table is pulled directly from Weekly Attendances and colour-coded depending on the percentage of the maximum capacity for each room configured in Manage Rooms. 

• If the number of bookings doesn't look right, go to the Weekly Attendances report for the same date as the roster and click Get Report to refresh it.

💡 Rosters costs and Revenue are only available to Admin users with the Roster Costs permission configured

⚠️ Staff need to have a pay rate configured in their profile for their shifts to be included in roster costs

This table calculates the total cost of all rostered shifts per day.

• Each day includes the rostered shifts for all rooms and float staff (not including Leave)
• Total includes the cost per day as well as the leave shifts (this value is your total roster cost)

This table calculates the total cost for each room across the week and the value of your leave shifts.

• The figure for each room does not include shifts in 'Floaters/Casuals/Cooks/No Specific Rooms' or leave shifts
• Leave total includes ALL leave types
• Total includes the cost for all rooms but not the leave shifts or float/support staff
• If you have added specific rooms for support staff they will be included

This report is designed to give you an approximate guide on how much your roster may cost in order to adhere to a budget. Your actual payroll costs may vary depending on a number of factors not considered in this report, such as:

• Leave Loading
• Superannuation
• Higher Duties Rates
• Overtime

The three coloured tiles on the right provide totals for Revenue.

1. Today Weekly Revenue - The total value of all your bookings in Weekly Attendances (includes all attendances, absences, & casual bookings with a $ value)
• Note: this can change if bookings are added or removed
2. Revenue if at Capacity (Best Case) - Uses the default Room Rate in the settings tab times by the Maximum Capacity per day (for each room)
3. % of Roster Expense/Revenue - Total Roster Costs vs Total Weekly Revenue
• Roster cost is calculated using the staff hourly rate times by their hours
• This tile will turn red if the roster cost exceeds the $ limit in the roster settings

The Cost Analysis report compares your roster against actual clocking data from the timesheets.

Key Metrics:

• Roster shift duration and cost
• Worked shift duration and cost
• Time Difference
• Cost Difference
• Staff clocked who wasn't rostered

Configure a daily alert to be sent via email by going to Centre > Centre Info and entering your email address in the Rostering field in the Workflow Emails tab, then go to Staff/HR > Rostering and configure Nightly Rostering Vs Timesheets email in the Settings tab.

Give Feedback About This Guide