Using Schedule to Budget with dollar amounts

The Schedule to Budget rule converts location budgets in dollar amounts, or other currency amounts, amounts into hours. The converted hour budget is compared with the total hours in the staff requirements for the purpose of increasing or decreasing the staff requirements.

The conversion of budgets from dollars to hours is done by dividing the total budget amount by the average of the hourly rates of all the employees in the departments or stores that are being scheduled. The hour rate for each individual employee is determined based on the Average Hourly Rate (AHR) of the employee’s preferred job. If the AHR of the employee’s preferred job is not specified or is zero, the employee’s base rate is used.

Customers may also implement a custom algorithm to determine the AHR used to convert budgets in dollar amounts to hours. The AA_BUDGET_ADJUSTED_WORKLOAD_USE_CALLOUT registry parameter determines if the Schedule to Budget rule uses the custom algorithm callout class. This callout class is specified in the SO_BUDGET_ADJUSTED_WORKLOAD_CALLOUT_CLASS registry parameter. The callout class returns an AHR that is used to convert the location budget into hours for the purpose of adjusting the staff requirements.