Planful AI Help Dictionary - Workforce Planning

CE Allowance

• What is CE allowance?

• How to track CE allowance balance

• CE allowance setup

• Continuing education budget

• Doctor CE balance

CE allowance; Education allowance; Continuing education; Workforce training allowance; CE budget

Compensation Items: https://help.planful.com/docs/compensation-items

Workforce Raise %

• How do I apply a raise %?

• What is the workforce raise %?

• Set raise percentage

• Adjust the salary increase in the scenario

• Apply raises in workforce planning

Raise %; Salary increase; Workforce raise; Planned raise; Raise percentage

Adding Position Details: https://help.planful.com/docs/how-to-add-employee-details#defining-position-details

Workforce Planning Overview

• What is Workforce Planning?

• How does Workforce Planning work?

• Workforce module overview

• Workforce planning basics

• Workforce setup explained

Workforce overview; Workforce module; Employee planning; Workforce basics; Workforce setup

Workforce Planning (WFP) Overview: https://help.planful.com/OLH/workforce-overview

Workforce Tenant Setup

• How do I check if Workforce is enabled?

• Is Workforce Planning turned on?

• Confirm Workforce tenant setup

• Enable Workforce module

• Workforce configuration check

Enable Workforce; Tenant setup; Workforce configuration; Tenant Workforce; Workforce activation

Configuring Workforce Planning (WFP): https://help.planful.com/docs/configuring-workforce-planning

Workforce Planning

• What features does Workforce Planning include?

• How to use Workforce Planning

• Workforce planning basics

• Explain employee planning

• How to find the missing benefit

• Workforce staffing forecast

Workforce planning; Headcount; Workforce module; Employee planning; Workforce forecast

Workforce Planning (WFP) Overview: https://help.planful.com/OLH/workforce-overview

Workforce Reports

• What are Workforce Planning reports?

• How do I run a Workforce report?

• Generate WFP output

• Pull employee data in WFP

• Workforce report example

Workforce reports; WFP; Workforce report; Employee report; WFP report

Workforce Planning (WFP) Reports: https://help.planful.com/OLH/workforce-reports

WFP Allocation Report

• How do I download allocation report for workforce?

• Steps to export workforce allocation

• Export workforce planning report

• Download employee allocation data

• Generate workforce allocation report

• Pull allocations into a file

workforce allocation, download report , workforce allocation report download

Workforce Planning(WFP)  Allocation Reports using Employee Export: https://help.planful.com/docs/export-employee-data-option

Workforce Template

• How do I create a Workforce template?

• What is a Workforce template?

• Steps to build a template

• Workforce template setup

• Employee planning template

Workforce template; Create template; Planning template; WFP template; Setup template

Workforce Planning template: https://help.planful.com/OLH/workforce-template

Workforce Transfer

• How do I transfer employees?

• Steps to move Workforce employees

• Transfer across budgets

• How to move Workforce data

• Employee transfer process

Workforce transfer; Move employee; Transfer employee; Employee shift; Workforce move

Using Transfer action: https://help.planful.com/OLH/transfer-employee

Workforce Termination

• How do I terminate employees?

• End employees in Workforce Planning

• Remove staff from Workforce

• Terminate Workforce data

• Delete employees in budget

Workforce termination; Terminate employees; Workforce exit; Terminate staff; Employee offboarding

Using Termination action: https://help.planful.com/OLH/terminate-employee

Clear Workforce Planning Data

• How do I clear workforce planning data?;

• Reset WFP scenario

• Delete all workforce data

• Clear workforce allocations

• Reset employee planning in Planful

clear data, reset WFP, clear allocations, Clear Workforce Allocations / Reset Data, clear workforce data

Frequently Asked Questions:

https://help.planful.com/docs/frequently-asked-questions-faqs-3