How to Add Employees?

To add an employee and process, follow these steps:

1. Navigate to Maintenance > Workforce > Workforce Planning Setup. You are on the Employees tab. You can also perform this action by navigating to Structured Planning and opening the Planning Control Panel.
   1. Select the HR - Workforce Planning template and open in the Input mode.
2. Click Add and the Add Employee window appears.
   
   
3. 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 hereto learn how you can add the profile picture.
   Note:

   • When you select multiple budget entities from the Budget Entity selection field as shown below.
     After clicking the Add Button to add an employee, the Add Employee window has no entity selected by default. This helps you to select the required entity in these fields.
     
     
   • If you have selected a single budget entity, for example, Sales from the Budget Entity field, as shown in the image below.
     
     After clicking the Add Button to add an employee, the Add Employee window shows the budget entity selected in the Budget Entity field on the Employee Roster is displayed in the Home Budget Entity and Position Budget Entity fields by default on the Add Employee page.
     
4. For the 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 expense of the employee is always driven by the Position Start Date value since the employee’s expenses are tied to their Position Start Date. This means that costs are calculated from the date the employee began each specific position. If the Position Start Date falls within the budget period, the expenses are included in the budget calculations.
   Click here to learn how to set up employee positions out of the current period or forecast period. This article helps you to understand how to manage hiring or terminating employees, even if these changes happen before or after your budget period, ensuring your budget stays accurate without needing extra adjustments.
   
   
5. Once you have filled the required fields, click Save.
   
   
6. Now, to enter all the details under the tabs, go to How to Add Employee Details?.