Actions Menu for Advanced Planning

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:

• Promote

• Transfer

• Terminate

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.