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How to Add Site Budget Only in EziClassic

Step-by-step guide to adding a site-specific budget in EziClassic without assigning it to an employee.

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Written by Brett Sansom
Updated over 3 weeks ago

Overview

If you're looking to add a site-specific budget in Eziclassic, but you don't want to assign this to an employee, this article can provide you with the information you need to achieve this.


How to add a site-specific budget

To add a site-specific budget but not assign to an employee, watch the instructional video below, or follow the step-by-step guide further down the page:


Step-by-step guide

To add a budget only to a site in EziClassic, follow these steps below:

  1. Select the site from the dropdown menu.

  2. Click on Schedule/Budget.

  3. Click Add.

  4. Ensure Budget Only is selected from the dropdown.

  5. Choose the days the budget applies to.

  6. Enter the duration of hours to be worked each day.

  7. If using payroll, select a Pay Type from the dropdown.

  8. Click Update to save the budget.

This process allows you to allocate budgeted hours to a site without linking them to a specific employee.


Need More Help?
If you're still having trouble, feel free to contact support with the details mentioned above. We're here to help!

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