How to Process Employees?

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This option provides the capability to process multiple employees across multiple budget entities automatically. The following are the options you see under the Process menu:

CURRENT BUDGET ENTITIES: This option allows you to process employees within the budget entities that you’ve already selected in the Budget Entity field on the main screen. Select this option when you are sure that the budget entities chosen in the Budget Entity field are correct and do not need modification. This is a quick way to process employees for these specific budget entities without needing to make further adjustments.

Options under CURRENT BUDGET ENTITIES are:
- All Employees: Select this option to process all employees within the budget entities that you’ve already selected. Once selected, a notification will appear on your screen, confirming that the process request has been submitted.
- Unprocessed Employees: Select this option to process only the employees within the selected budget entities which haven’t yet been processed. This is useful if you want to avoid duplicating processes for employees who have already been handled.
SELECTED BUDGETED ENTITIES: This option allows you to select different budget entities or additional ones, beyond those already chosen in the Budget Entity field, before processing employees. Use this option if you need to refine or expand your selection of budget entities. This is ideal when your processing requires more specific or additional entities than those initially selected.

Options under SELECTED BUDGETED ENTITIES:
- All Employees: Select this option to choose one or more budget entities and then process all employees within those selected entities. This provides flexibility if you need to focus on specific entities not currently selected.
- Unprocessed Employees: Select this option to select one or more budget entities and process only the unprocessed employees within those entities. This ensures that only employees who haven’t been processed in the selected entities are handled.

Now, let's see the instructions on how to process employees.

How to Process Employees?

To process employees, do the following:

Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab.
Click the Process option and a drop-down menu will appear.
Click the options under this menu to process budget entities:
1. Current Budget Entities
  1. All Employees: Select this to process all the employees in the current budget entities (for the entities that you have already selected from the Budget Entity field).
  2. Unprocessed Employees: Select this to process all the unprocessed employees for the entities that you have already selected from the Budget Entity field.
2. Selected Budget Entities
  1. All Employees: Select this to choose an entity or entities, and then process all the employees of the selected entity.
  2. Unprocessed Employees: Select this to choose an entity or entities, and then process all the unprocessed employees of the selected entity.
    If you select specific budget entities in addition to the ones chosen from the Budget Entity field, the Process Setup window displays on the right side of your screen.
In the Process Setup window, you can perform the following steps:
1. Select your desired budget entities from the Budget Hierarchy list.
2. Enter a name for the process in the Process Name field.
3. If you want to receive email notifications, check the Email notification box. You can also add email addresses in the field provided to notify other users.
4. Click the Process option once you have filled in all the required details.

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