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    Employee Types Overview
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    Employee Types Overview

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    Article summary

    Employee Types are how employees are categorized into different groups based on compensation and benefits. These employee types will simplify the process of assigning compensation items to employees by group, rather than at the individual employee level. 

    Depending on employee class and job function, there will likely be different forms of compensation. For example, full-time employees will likely get all benefits while part-time employees will not. As such, there will be a full-time employee type along with a part-time employee type. If there are further distinctions across employees, such as by country, additional employee types can be created to simplify the process of assigning compensation items to employees. 

    As new compensation items are created, they must be mapped to the appropriate employee types to have them linked to employees. 

    You can create employee types for each class of employee or job function and map compensation items for each employee type. For example, you can create a specific employee type for all part-time employees, another for contractors, foreign full-time employees, and domestic employees. 

    Once you navigate to the Workforce Planning Setup area, go to the Employee Type tab.


    How-Tos

    Refer to the following how-tos for quick reference:


    Now, let's explore all the options on the Employee Types tab.

    Note:
    The order of the tabs in this article is structured based on the sequence of options visible on this screen.


    Adding Employee Type

    This option is used to add an employee type. 


    How to Add Employee Types?

    To add an employee type, do the following:

    1. Navigate to Maintenance > Workforce > Workforce Planning Setup.
    2. Click the Employee Types tab.
    3. Select a scenario to which you want to add the employee type. Note that the best practice is to add Employee Types to the Default Scenario and then map them to a working scenario type.
    4. Click the Add icon. The Add Employee Type page appears.

    5. Provide a unique code and name for the employee type in the respective fields.

    6. In the Compensation Items field, search and select the required items from the drop-down list.
      Note:

      You need to select at least one Wage Type for the employee type you want to create before saving.

      Note:
      • You can choose multiple compensation items or select all of them, depending on your needs. The Select All option can also be used to unselect compensation items. The selected compensation items will be displayed in the Select Compensation field. You can repeat this process to assign as many required compensation items as necessary.
    7. Click the Save icon to save your changes and return to the Employee Types page.


    Editing Employee Types

    This option is used to edit an existing employee type. 

    To edit an employee type, do the following:


    How to Edit Employee Types?
    To edit an employee type, do the following:
    1. Navigate to Maintenance > Workforce > Workforce Planning Setup.
    2. Click the Employee Types tab.
    3. Select a scenario to which you want to edit the employee type.
    4. Click the Edit icon. The Edit Employee Type page appears.

    5. Update the Employee Type Code and Employee Type Name values if needed.

    6. Edit the existing compensation items list by selecting or deselecting Compensation Item(s) from the drop-down menu.
    7. Select the Update Compensation Items against Employee Data option to update the existing employee data. If not, leave the option unselected and click Save.
      Note:
      Editing the compensation items mapped to an employee type affects all employees mapped to that employee type. So, if you want to map the updated employee type to the new employees, but not to the existing ones, leave the option unselected.

      Let's understand this with an example: If you want to delete the Medicare compensation item for the ASM employee type, unselect the Medicare option from the drop-down menu and select Update Compensation Items against the Employee data option. A pop-up will appear, informing you that this item will be deleted for all employees of the ASM employee type and update the employee data.


    8. Click OK to confirm. The Employee data update screen appears.
      Note
      All positions are selected by default. However, if you do not want to update any employee positions with the changes, you can unselect them from the list.

    9. Click Save to save your changes.


    Delete

    This option is used to delete the employee type.


    How to Delete Employee Types?

    To delete an employee type, do the following:

    1. Navigate to Maintenance > Workforce > Workforce Planning Setup.
    2. Click the Employee Types tab.
    3. Select the employee type you want to delete.

    4. Now, click the delete icon. A confirmation message appears on the screen to confirm the deletion.
      Note:
      You cannot delete an employee type if is mapped to the employee(s).



    Using Publish Employee Type

    The Publish Employee Type option prompts the system to automatically update the data for all employee types to the workforce cube (available for all scenarios except for Default Scenario).

    Note:
    This option does not appear when you select the Default scenario from the Scenario drop-down.



    Using Review Setup

    This option allows you to set up the review percentage value for the employee type. 


    Here are the different options available on the Review Setup screen.

    • Save: This option allows you to save all the changes that you have made for the employee types.
    • Reload: This option allows you to refresh the screen so that you can view all the latest employee types here, even if you create or edit any employee types.
    • Show All: This option is used to expand all the employee types on the screen. By default, only the first employee type is expanded, but clicking Show All expands all the employee types. Each expanded employee type will display its respective fields, including Current Raise Percent, Review Type, and Raise Percent.
    • Export to Excel: This option allows you to export all the data that is visible on the Review Setup screen. This report provides a list of employee types along with their associated review type. It also includes the raise percentage for the respective employee type.
    • Print: This option is used to print the data visible to you on the Review setup screen.

    Alongside these, you can find the Scenario field that represents the selection made for editing or creating employee types and the Fiscal Year field. Note that these fields cannot be modified.


    Applying a Filter

    This option simplifies your search process. By clicking the Filter option, you can narrow down your search results by employee type and code. 

    The search fields appear below the Employee Type Code and Employee Type Name columns, making it easier for you to find your employee type. 


    Exporting Employee Types

    These options allow you to export the employee types data.


    Using Export to Excel

    This option enables you to export the entire Employee Types List, which includes the Employee Type Code and Employee Type Name to Excel. The exported data will be identical to what is displayed on the Employee Type screen.


    Using Print

    This option lets you print the entire Employee Types List, including the Employee Type Code and Employee Type Name. The exported data will be identical to what is displayed on the Employee Type screen.




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