How to Add Employees?

Under the Position Info. tab, complete the following fields:

• Position Description: Name of the employee's job description.
• Position Budget Entity: The home budget entity can be edited if an employee moves to another department. This selection is tied to allocations and is populated in the Company Allocations column.
• Position Start: Select the start date of the position.
• Current Review: Select Current Review in Amount or Percentage. Based on this selection, you will see the Current Raise Percent or Current Raise Amount fields. Click here to understand how to calculate the current review date.
  • Current Raise Percent: This is based on the employee type. It is used to calculate how much of a raise an employee will receive if their raise date falls before the budget scenario start date (which is usually the date when payroll data is uploaded).
• Next Review Date: Select the employee's next review date.
• Review Type: Select whether the employee will have single or multiple reviews. If you select Multiple, the Date and Percentage fields are displayed. Select the date of the review and enter the raise percentage. Add and delete raise dates and percentages as needed by clicking Add, or Delete respectively.
• Budget Review: Select Budget Review in Amount or Percentage. Based on this selection, you will see the Budget Raise Percent or Budget Raise Amount fields. Click here to understand how to calculate the budget review date.
  • Budget Raise Percent: Based on anniversary dates. 
    • The Next Review Date determines the Budget Raise Date. For example, the next review date falls between the Scenario Start and End Dates. Type the percentage increase in merit that employees will receive.
      The Budget Raise percentage must be between -100 and 100, which is consistent with multi-raise percent. The Budget Raise Amount can be managed and administered centrally at the employee type level rather than at the employee level.
  • Budget Raise Amount: Enter the amount you want to raise an employee’s salary by. When you enter a Budget Raise as an Amount, the system will automatically calculate the corresponding percentage for you. For example, if you enter a raise amount for one employee, the system keeps the yearly raise consistent and adjusts the percentage based on the amount you provided.

    
    
    
    

    In the following example, the budget raise amount is specified multiple times for an employee with Review Type set as Multiple.
    
    

    Budget Raise as Amount functionality is available on the Employee Add/Edit pages (for single and multiple employee raise amount) and Employees page (for single employee raise amounts). Also, End users can access the Employee Add/Edit and List pages via the template opened from the Planning Control Panel.

    For an employee, after you have specified the Budget Raise Amount and selected Review Type as Single, you can view the details in the Roster view (Employees page).
    
    

    After you have entered the Budget Raise Amount and set the Review Type as Multiple, the details are not available in the Roster view as shown here.

    Note:

    You cannot upload data for the Budget Raise Amount using Data Load Rules. If you manually enter a Budget Raise Amount for an employee and later upload data for that employee through Data Load Rules, the Budget Raise will automatically revert to being calculated as Percent. To avoid this issue, enter the Budget Raise amount manually and do not use Data Load Rules to prevent this automatic reversion to percentage.
    

    
    

• Employee Type: Select an employee type, which determines the compensation items associated with the employee.
• Pay Plan: The salary plan of the employee: monthly, weekly, and so on.
• Position End: Select the end, or termination, date of the position.
• Salary Class: Select hourly and provide hours/month and rate entry information. Alternatively, select Annualized and type an annual salary amount.
• Adjusted Annual Salary: This field displays the annual salary impact of employees each year, including the additional cost after calculating budget reviews. 
• Add Notes: Add notes and attachments to employee positions for reporting purposes. For example, you can add a requisition for employee-related costs or make notes for new hires.
  • Type notes in the Notes field. To attach a document, click Browse. Attachments are listed based on the date and time they were added along with the user who added the attachment.
  • You can print notes by clicking Print.
  • After attaching documents and/or entering notes, click Save. The following document types are supported: .gif, .png, .jpeg, .jpg, .tif, .tga, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .rtf, .pdf, .csv, and .vsd
• Reporting Attributes: Used for managing additional information for employee position. Not used in compensation cost calculations.
  
  

Use Case

You may want to compute the yearly annual salary impact of an employee for different budget/forecast years starting with a $100K salary and an annual raise of 4.5%. End users can view and edit the adjusted annual salary of an employee by following these steps:

1. From the Planning Control Panel, open a Workforce template.
2. To add an employee, click Add. To edit an employee, click the required employee number hyperlink.
3. From the Review Type field, select Single or Multiple.
   1. If you select Single, follow these steps:
      1. Select Budget Raise Date, Budget Review, and then type the Budget Raise Percent/Amount value.
      2. In the Adjusted Annual Salary field, select the required year. The Adjusted Annual Salary value is displayed for the selected year.
         
         
   2. If you select Multiple, follow these steps:
      1. Select Budget Review as either Percent or Amount.
      2. In the Budget Raise table, specify the Budget Raise Date and Budget Raise Percent/Amount.
         
         Note:

         You can add and delete raise dates and percentages/amounts by clicking the Add Budget Raise or Delete icons.
         
         
   3. In the Adjusted Annual Salary field, select the required year. The latest Adjusted Annual Salary value is displayed for the selected year.
      

Click the Compensation Items tab, and complete the following fields:

1. Select the Customize Compensation option to select and map the compensation items to an employee.
   
   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.
   
   
2. 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 user who has access to Maintenance > WFP and on the Add Attribute page).