How to Add Employees?

Employees are where the employee details will show for all of the employees in a specific scenario and entity. While information can be updated here, it is typically updated from the Planning control panel. In the Workforce Planning Setup area, the employee area is primarily used to view employee information or make changes before rolling it out to individual budget owners.

Depending on your role, you can add employees either as an admin user or an end-user. Below are detailed instructions for both cases on how to add employees and process their information.

To add the employees, do the following:

First, let's see how to navigate:

To add an employee and process it, follow these steps:

1. Once you click Add, the Add Employee window appears.
   
   
2.  Enter the employee's name, and employee number to identify the employee (you can later edit this number after it has been saved), and then select the Home Budget Entity to which the employee will belong. Click here to learn how you can add the profile picture.
3. For Hire Date, select the date on which the employee was hired. The Hire Date and the Position Start Date are the same in most cases. However, in some cases, an employee can be tied to two different positions within the same organization making multiple Position Start Dates a possibility. The Position Start Date value always drives the employee's expense.
4.  Enter the following required fields under the Position tab:
   • Employee Name
   • Hire Date
   • Position Description
   • Position Start
   • Annual Salary
     
     
5. Enter the following required fields under the Compensation tab:
   
   Note:

   Compensation items are displayed based on the employee type assigned to the employee. Budget users cannot modify associated rates, amounts, and percentages which are set by Admins.
   1. Select the Customize Compensation option to select and map the compensation items with an employee.
   2. For the compensation items that vary annually, additional details are displayed. You can modify the Effective Date and Percentage amounts for these compensation items. These modifications will not affect the compensation item setup and will only be modified for the employee you add or edit.
   3. In the Compensation Attributes section, your available attributes will vary based on your setup. Attributes are based on the compensation items mapped to the employee (and set up by your Admin user on the Add Attribute page).
      
      
6.  Optionally, fill in the I/P Compensation and the Allocations tabs. 
7. Click Save or Save & New
   • Save to save employee details.
   • Save & New to save employee details and add a new employee.