Review possible draft changes

Managers and Organisation Admins can use the Budget Optimiser on Team Roster. Prepare assigned draft shifts for the selected location and week; published shifts are not changed by this tool.

Review and apply a recommendation

Open Team Roster, select the location and week, then click Optimise Budget.
Check each suggestion's shift date, roles, original staff member and proposed replacement.
Read the reasons, estimated wages and changes to each person's weekly hours. A suggestion may offer a saving or a better fit at the same estimated cost.
Choose Apply draft swap only after checking that the replacement suits your operational needs.
Review the refreshed recommendations before applying another change. Use Refresh recommendations if the roster has changed.

What the tool checks

Suggestions check required roles, approved leave and unavailability, overlapping shifts, rest gaps and weekly hours limits. Open, started, already recorded, salaried and unsupported shifts may be excluded. No recommendations can simply mean no suitable change was found.

Estimated savings exclude overtime premiums and on-costs. Weekly limits indicate possible hours risk, not a complete award calculation. Recommendations are independent; do not add their savings together before applying and refreshing.