How to Delete a Headcount

Delete headcount from the MyPlan interface. This is beneficial for MyPlan users to perform what-if analysis by adding headcount, checking variance, then deleting some of the newly added headcount to eventually reach target values/goals. This feature also allows MyPlan users to delete headcount without a need to access Planning in Contributor mode.

1. From the MyPlan interface, click the wrench icon as shown below for a Workforce account.

2. Select Delete Headcount.

   

3. The Delete Headcount pane appears. Search for an employee by name or number. Type ahead functionality displays a list of available employees as you type.

   

4. Select the employee you want to delete. The variance and impact to the account from which the employee will be deleted is provided as shown below.

   

5. Click Delete.

6. On the MyPlan interface, click Submit. Once submitted, the updates take place in Workforce Planning templates.

How to Add an Asset

1. Click the Wrench icon for a Capital Planning account and select Add Asset. A pane opens on the right-hand side of the screen.

   

2. Select an asset type from the Source Asset list-box. Source Assets are used to help the user enter assets quickly. When you select a source asset, the additional attributes needed (from behind the scenes) to calculate depreciation are populated. For example, select Hardware if you’re purchasing a new laptop, and the system will automatically determine the asset's life to calculate the depreciation. Assets and Asset categories are created in the Capital Module by the administrator.

3. Select a Finance Mode (only necessary if you select an asset that is not yet budgeted for). Once selected, all fields appear in the pane (such as Purchase Month, Units, and Rate) as shown below.

   

4. Enter the name of the asset in the New Asset Name field. For example, EliteBook laptop.

5. The remaining fields available for input in the example above may not be the fields available in your application. The fields available are established by your administrator during Capital Planning configuration. Input information for remaining fields based on your application and click UPDATE.