Quickly add or update budgets for schedule locations using the import data process
Core HR > Account Data > Import Data
Budgets for each location are a useful way to see how your business is tracking. While budgets can be manually set for a location when creating a roster, you can also import budget data for multiple locations across multiple rosters all at once using the file import process.
Importing budget data
To start a new file import, go to Core HR > Account data > Import data and click Create new. From the Type dropdown list select Budget.
Once you have selected Budget, the purple bar under the file selection will update to include a Click here link to download a CSV template for importing budget data.
More on preparing import files can be found in Importing data overview.
Budget data import options
The CSV template contains a header row with a large number of columns allowing for budget data for specific timeframes to be uploaded, but only fields marked as mandatory (as indicated with an asterisk in the field header) need to be included, all other fields are optional.
All column headers need to be included in the upload file, even if you are not including time specific budget data. Simply leave those fields blank.
Once you have run an import, you will be taken to the results page, or to view import results go to the Core HR > Account data > Import data home page.
Below are the details of the columns and specifications for the data for each.
| Name | Data type | Length limit | Example | Mandatory | Description |
| Area ID | Reference | 20 | AR10001 | Yes |
The unique ID of the area this day budget is associated with. The ID you enter here must match the ID of an existing non-deleted area.
|
| 2300-2400 Budget | Number | 10,2 | 1000 | No | As above. |
| Secondary Budget | Number | 10,2 | 20000 | No |
A secondary budget for the day. Can be used as a ‘soft’ budget target. Shown in compliance reporting.
|
| Budget Type | String | Dollar/Hour | No |
Budget type that will be enforced on the area.
|
|
| Date | Date | 2014-10-02 | Yes |
The date you want to set the budget for.
|
|
| Budget | Number | 10,2 | 24000 | Yes |
Total budget for the day in the area. Will be ignored if day hourly budgets are set†.
|
| 0000-0100 Budget | Number | 10,2 | 1000 | No |
The total budget for the hour. Combine with other hours of the day, should equal budget.
|
| 0100-0200 Budget | Number | 10,2 | 1000 | No | As above. |
| 0200-0300 Budget | Number | 10,2 | 1000 | No | As above. |
| 0300-0400 Budget | Number | 10,2 | 1000 | No | As above. |
| 0400-0500 Budget | Number | 10,2 | 1000 | No | As above. |
| 0500-0600 Budget | Number | 10,2 | 1000 | No | As above. |
| 0600-0700 Budget | Number | 10,2 | 1000 | No | As above. |
| 0700-0800 Budget | Number | 10,2 | 1000 | No | As above. |
| 0800-0900 Budget | Number | 10,2 | 1000 | No | As above. |
| 0900-1000 Budget | Number | 10,2 | 1000 | No | As above. |
| 1000-1100 Budget | Number | 10,2 | 1000 | No | As above. |
| 1100-1200 Budget | Number | 10,2 | 1000 | No | As above. |
| 1200-1300 Budget | Number | 10,2 | 1000 | No | As above. |
| 1300-1400 Budget | Number | 10,2 | 1000 | No | As above. |
| 1400-1500 Budget | Number | 10,2 | 1000 | No | As above. |
| 1500-1600 Budget | Number | 10,2 | 1000 | No | As above. |
| 1600-1700 Budget | Number | 10,2 | 1000 | No | As above. |
| 1700-1800 Budget | Number | 10,2 | 1000 | No | As above. |
| 1800-1900 Budget | Number | 10,2 | 1000 | No | As above. |
| 1900-2000 Budget | Number | 10,2 | 1000 | No | As above. |
| 2000-2100 Budget | Number | 10,2 | 1000 | No | As above. |
| 2100-2200 Budget | Number | 10,2 | 1000 | No | As above. |
| 2200-2300 Budget | Number | 10,2 | 1000 | No | As above. |