How to Move all Employees from One Scenario to Another?

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Article Summary

This article provides a complete, step-by-step guide to moving all employees from one scenario to another in Workforce Planning. It explains how to seed data using a Plan Scenario, select a reference scenario, and recalculate data using the Simulation Engine, covers key settings like data seeding, period mapping, and seeding exceptions, and helps administrators efficiently transfer employee and compensation records, ensuring accurate replication and continuity across scenarios.

eddy_summary: Learn how to move employees between scenarios using data seeding in Workforce Planning.
eddy_keywords: workforce planning, move employees, seed scenario, data seeding, plan scenario, reference scenario, simulation engine, employee transfer, scenario setup
eddy_intent: How-to
eddy_module: Workforce Planning
eddy_synonyms:
move employees = transfer workforce, replicate employee data
seed scenario = scenario seeding, reference copy
simulation engine = recalculation engine, auto save process
eddy_questions:
- How do I move all employees from one scenario to another in Planful?
- What type of scenario should I use to enable data seeding for employee data?

To move all employees from one scenario to another in Planful, you need to seed the data from the source scenario to the target scenario. This process includes transferring Workforce Planning data such as employee details and compensation. Here's how you can do it using the Plan Scenario type.

  1. Navigate to Maintenance > Administration > Scenario Setup.

  2. Create a new scenario and choose Plan Scenario as the Scenario Type.

  3. Go to the Data Seeding tab. The Enable Data Seeding checkbox is selected by default and is read-only for Plan Scenarios.

  4. Choose a Reference Scenario (the one from which you want to move the employee data).

  5. Overlapping periods are automatically mapped; for out-periods, you can select the source period manually.

  6. Workforce Planning data (including employee records and compensation) will be transferred along with other templates.

  7. After seeding, execute the Simulation Engine to ensure all data and formulas, including sublines, are properly recalculated and saved.

  8. You can verify the transfer by reviewing the templates or running a Seeding Exception Report from the Scenario List page.

This process essentially replicates employee data into the new scenario, allowing continued planning without manual re-entry.