Employees Application Page - Workforce Planning

Setup employees by budget entity and add, edit and delete employees associated with a selected budget entity. Access the Employees Maintenance page by navigating to Maintenance > WFP > Workforce Planning Setup. Application users will access employees via a Workforce Planning template opened from the Planning Control Panel. When opened from the Planning Control Panel, fields may be edited directly by clicking the cell; Salary Class, Rate, Hour, Annualized, Employee Edit, etc.

Description of Fields on Employee List Page

Employees

Add - Open the Employee Add page.

Edit - Open the Employee Edit page.

Copy - Copy a selected employee position listed in the grid.

Mass Update - Update several employees at once. Options available are:

Apply to:

• Selected - apply the update to the employees selected.

• All - apply the update to all employees in the Budget Entity.

System tab:

• Next Raise Date - Enter a date or click the calendar button to pick a date.

• Pay Plan - Select an option. These options are populated from the Pay Plan setup page.

Reporting tab:

Displays all Workforce Attributes configured as Reporting type. Administrative users load employees to the Default scenario. When the Workforce Planning Template is mapped to the Budget Scenario, it copies the employees from the Default Scenario. Budget users review employees and modify their Workforce budgets through the Planning module using the Workforce Planning Template.

Options

Click the All Notes link under the Others menu. The View all Notes page is displayed. All notes and attachments can be viewed for an employee position. When you click the Export to Excel button on the Employee list page, employee position notes are also exported and displayed. Attachments are not displayed. You can click the Mass Update button to update employee details for multiple employees selected. You can also mass update compensation items for the selected employees. When you click on the Customize Roster button, a pop-up window appears. You can customize the grid based on the compensation names you select for a specific scenario or all scenarios.

Settings icon

Personalize the Employees list page. Rearrange or hide columns and it auto-saved as your default view

Budget Entity

Select a budget entity from the list box. Or click the search button to open the Budget Entity Selection dialog page where you can enter search parameters and select a new budget entity based on results.

Scenario

• Administrators can add employees to the Default scenario. When the Workforce Planning Template is mapped to the budget scenario it copies the employees from the Default scenario.

• Budget users will have ability to add / update employee positions through the Budget control panel using the Workforce Template.

Budget Entity

Select the budget entity to view associated employees. You can add employees to the entity by selecting it, then clicking the Add button.

Grid

The information for each employee provided in the list is inherited from the options you select or enter on the Employee Add page.

Notes are displayed next to each employee position. When the icon has a blue checkmark, a note or attachment exists for the associated employee position.

You can view all notes for an employee position of a selected budget entity from the Employee template accessed from the Planning Control Panel or the Maintenance menu.

Click the All Notes link under the More menu. The View all Notes page is displayed. All notes and attachments can be viewed for an employee position. When you click the Export to Excel button on the Employee list page, employee position notes are also exported and displayed. Attachments are not displayed.

Home Budget Entity - This selection is tied to allocations and populates the Company Allocations column.

Hire Date - The hire date of the position.

Employee Type - Determines the compensation items associated with the employee.

Salary Class - Hourly or Annualized.

Position start / End - The start date of the position. The end or termination date.

Click in the cells within the grid to edit or delete. Rows that contain cells that have been modified appear with a red indicator. Click Save to commit the changes.