Workforce Planning - Restructure
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Workforce Planning - Restructure

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Article summary

You can use Workforce Planning to calculate and track employee expenses, ensuring proper planning and accurate reporting of employee costs. Whether you are an administrator configuring the system or an end-user exploring advanced features, Workforce Planning provides the tools you need for efficient workforce management.

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. Click here to learn more about the configurations required and the setup process.


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

The Workforce section within Maintenance is your central hub for Workforce Planning configuration and maintenance. This has the following options:



Planning Control Panel

The Planning Control Panel becomes another core area where users will input data for Workforce Planning. Click here to understand user prerequisites and available options after opening the HR - Workforce Planning  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. 

Refer to the Release Updates page to stay updated with the latest features and enhancements.


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