Workforce Planning
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Workforce Planning
- 3 Minutes to read
- Print
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Workforce Planning provides you the ability to organize and maintain your workforce, manage productivity, and manage the welfare of the workforce. The benefits of using Workforce Planning are as follows:
- Accuracy in compensation calculations
- Customized compensation attributes
- Detailed reports for analysis for an individual, team, or company
- Internal transfers of individuals, while keeping data consistent
- Visible track of all changes as an audit trail
- Change headcount plans to incorporate future hiring
All users involved in the workforce planning process must have appropriate user permissions. Without workforce planning user access, users cannot access the workforce planning functionalities.
The workflow below gives you a high-level and quick understanding of the Workforce Planning process and how the topics have been organized on this page.
Use the information below to get started with Workforce Planning.
Configuration Checklist
Refer to the checklist which is a comprehensive guide for all configurations required to set up your Workforce Planning.
Navigate to Maintenance > Admin and complete all the tasks required for Workforce planning: First, complete all the configurations mentioned in the Initial Configurations section, and then refer to the associated configurations that must be completed. Click here to learn more about the configurations required.
Set-Up Process
Follow these steps to set up workforce planning, from setting workforce defaults to employee loading using Data Load Rules (DLRs). Click here to learn more about the Workforce Planning setup.
Go to the Explore Workforce Planning tab to discover how to navigate to the core areas for Workforce Planning.
Explore the core functional areas of Workforce Planning.
Maintenance
Navigate to the Maintenance section. Within Maintenance, you will find the Workforce section, your central hub for Workforce Planning configuration and maintenance. This has the following options:
- Workforce Planning Setup: This option has the following key elements that help to structure your workforce and compensation:
- Export Employee Data: This option is used to export employee details.
Planning Control Panel
Once the setup is complete, the Planning Control Panel becomes another core area where end-users will input data for Workforce Planning.
- Access the Planning Control Panel.
- Select your scenario and designated budget entity.
- Select the HR - Workforce Planning Template and open it in the input mode. Now Input values with ease using the provided input mode.
Click here to understand user prerequisites and available options after opening the HR template in input mode.
After inputting and saving values in templates, you need to process the data. Go to the Reports for Workforce Planning tab to understand how to process and view the data using reports.
The workforce data must be processed after you make any changes to the employees. Click here to understand how you can process the data into the cube and what are the different types of reports you can generate for Workforce Planning.
How-tos guide you through the steps involved in performing key tasks and gain some knowledge of how Workforce Planning works.
- How to Generate the Workforce Planning Budget Report?
- How to Generate the Staffing Summary Report?
- How to Generate Pay Plans Exception?
- How to Add Employees?
- How to Set Up a 401k Match?
- How to Map A Pay Plan At The Employee Or Compensation Item Level?
- How to Move Employees from One Cost Center to Another?
- How to Update Compensation Items Loaded via Data Load Rules?
- How to Make the Bonus Expense Calculation Variable?
- How to Copy all Compensation Items and Rates from One Scenario to Another?
- How Changes to Compensation Items Affect Running Scenarios?
- How to Set Up Workdays in Workforce Planning?
- How to Input Data Using the Direct Data Input Compensation Item?
- How to Lock Compensation Items to Prevent Modification?
- How to Enable Email Notifications on Budget Approval Workflow?
- How to Extract Allocated Employee Information?
- How to Make a Workforce Attribute Available as a Value Source?
- How to View Compensation Items in a Report?
Refer to the Release Updates page to stay updated with the latest features and enhancements.
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