How to Add New Headcount

Click the wrench icon for a WFP account and select Add New Headcount. A pane opens on the right-hand side of the screen as shown below.

Select an employee that is similar to the employee you want to hire. The Source Employee is used to reference an existing employee’s non-essential information (such as bonus and medicare) from behind the scenes. This way, you (the user) does not have to complete all of these options to add a new headcount. The goal is to select an existing employee that closely mirrors the new headcount you would like to hire. All attributes for the source employee are copied to the new headcount you are adding.

Select the number of employees you want to add. In this case, it is only one, but you can add up to 10. See: Adding Multiple Employees.

Some attributes for the new employee are likely to be different from the source employee. One attribute is salary, which is why salary information displayed can be edited for the new (target) employee. Enter salary in the field.

Enter the employee’s name in the New Employee Name field.

Enter the employee’s job description in the Position Description field.

Click the Calendar icon and select the hire date for the new employee in the Employee Hire Date field. It is important that you do not add employees with a term date that is before the beginning of the scenario start date or where the start date is beyond the supported periods in your application.

Click UPDATE. Once you click UPDATE, information about the account will be updated. The impact on the account and the variance is displayed as shown below. Using the screenshot below as a reference, hiring Kristine (new employee) will result in a negative variance to the HR account and will have an impact to that account and forecast by an increase of 17,185 dollars.