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Setting a Shift Budget

How to set a target shift budget on a per role basis

Written by Lyndsay Franklin

Set your target budget for each role by entering the number of shifts planned for each day of the week.

Once your budget has been set, updates will apply to all future shifts.

To configure your budget, navigate to the Schedule tab in the navigation bar. Select the location you would like to configure if needed.

Click on the gear icon to enter the Settings page:

Under Shift Settings, select Shift Planning

Here, you can select the role you would like to configure in the dropdown menu. Set the budget for each day of the week and click Save.

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