The Actions menu helps you to plan employee changes more effectively with planning actions such as Promote, Transfer, and Terminate, available directly within the employee profile. These guided actions replace manual workarounds, helping users streamline planning, maintain data consistency, and ensure accurate tracking of workforce movements.
Note:
You must contact your Planful Account Manager to enable it.
Whether it’s tracking employee promotions, transfers, or terminations, this feature simplifies complex tasks and allows you to make swift adjustments to your workforce strategy.
The Actions Menu streamlines these actions and ensures that you can maintain accurate, up-to-date workforce data, making it easier to align with your business needs and optimize your planning process.
The Actions menu includes:
Note
The Actions menu is available only in the Edit Employee window; it does not appear when adding employees.
Always select a scenario, except the Default scenario, as the Actions menu is not available in default scenarios.
Managing Roster Updates, Actions, and Deletions
Roster Update Capabilities
You can perform mass updates and inline edits directly within the employee roster and card views for employees involved in advanced planning actions, including promotions (latest position), transfers (Transfer In), backfills, and normal employee profiles.
Roster Update Restrictions
Certain restrictions apply to roster updates:
Mass updates and inline edits are supported for promotions (latest and active positions), transfers (Transfer-In), backfills, and normal employee profiles, but not for Termination actions, Transfer-Out records, or Promotion records from previous and inactive positions. Attempting these unsupported updates generates an exception report.
Inline edits involving both Transfer Out and Transfer In profiles automatically revert changes made on Transfer Out records to their original values; updates are applied only to Transfer In records.
Inline edits cannot be made to previous position records of employees who have been promoted. Attempted updates will generate an exception report.
Employee profiles with Terminations, Transfer-Out records, or Promotion records from previous positions cannot have their Position Start Date, Position End Date, or Hire Date modified using:
Employee Roster (Admin & User Input views)
Employee Card View
Mass Update function
The Actions menu is disabled if the employee's Position End Date is in the past. Click here to learn more.
Any attempted updates at the roster level will not be saved, and an exception report will be generated. If an update attempt fails, the exception report includes:
Reason for Exception (e.g., Employees having advanced planning actions performed on them cannot be updated from roster or mass update.)
Employee Number
Employee Name
Position Description
Original Value
Attempted Value
For Example: If Jerry was promoted to Senior Engineer, any attempt to update their salary directly from the roster would trigger an exception report.
The report is as follows:
Handling Multiple Actions on an Employee Profile
Actions on an employee profile are executed sequentially. For example, if an employee is promoted and later transferred, the Promotion label remains applied.
If the transferred position is deleted from the transferred employee profile, the Promotion label is restored to the original profile.
Managing Incremental and Simultaneous Positions
The Actions menu is unavailable for employee profiles with multiple simultaneous positions.
The Termination action button is disabled if the employee's Position End Date is in the past.
Generic Limitations
The addition of the attributes with the following names is not allowed. It prevents certain actions or causes failures:
Promotion
Previous Annual Salary
Termination
Transfer-In
Transfer-Out
Custom compensation items must be mapped before performing the required action, as the Save button is disabled after performing the advanced actions.
The Position dimension is mandatory in reports to ensure accurate data retrieval and analysis, as actions are performed at the position level and the attributes are also defined at the position level.
You can see all of the above actions performed on the Employees from the employee’s roster.