How to Add a Headcount Based on an Existing Headcount and Edit Details

Add a headcount based on an existing headcount and edit the headcount details. This functionality allows you to rapidly create and budget for headcount. Additionally, you can edit or revert the added headcount directly from Activity Manager.

In Practice

1. Start by simply adding a new headcount. In MyPlan, click the Wrench icon and select Add Headcount.

2. The Add New Headcount screen appears. For Source Employee, select an existing employee as a basis for the new headcount.

3. Change the New Employee Name to the name for the new headcount. In the image below, Brad Perlioni is the source employee and the new headcount is for CK Blevins.

   

4. Adjust other parameters such as Salary and click Update.

5. Click the Activity Manager icon. The newly added headcount is shown. You can click Edit and the Edit Headcount screen will appear where you can further edit the headcount details, or, click Revert to reverse the addition of the headcount.

How to Edit the Employee Position Start Date

Edit the Employee Position Start Date for a more favorable variance. For example, let’s say you hire an employee on January 1st 2018 with a February 1st start date. However, the start date needs to be delayed until March 1st for a more favorable variance or because the employee needs to extend the start date. You can change the position start date for the employee in MyPlan without having to access Advanced Planning.

In Practice

1. In MyPlan, click the Wrench icon for an HR account and select Edit Headcount . The Edit Headcount page appears.

2. Edit the Employee Position Start Date as needed. As you change the start date, the variance is updated and displayed.

3. Once you have a favorable variance and selected the new start date, click Update.