Field Descriptions

You can perform the following actions on the Employees page:

• Search - Type an employee name or employee number to display the most relevant search results.

• Refresh - Click the Refresh icon to refresh the page.

• Settings - Click the Settings icon to personalize the Employees page.

• Select Template - Click Select Template to open a different template type.

  • Scenario - Select a scenario from the Scenario list box.

  • Budget Entity - Select the required budget entities from the Budget Entity list box.

  • Template - Displays the template details of the budget.

  • Currency - Displays the currency details of the budget.

• Process - Click the options under this menu to process budget entities:

  • Current Budget Entities

    • All Employees - Select All Employees to process all the employees in the current budget entities (for the entities that you have already selected from the Budget Entity list box).

    • Unprocessed Employees - Select Unprocessed Employees to process all the unprocessed employees in the current budget entities (for the entities that you have already selected from in the Budget Entity list box).

  • Selected Budget Entities

    • All Employees - Select All Employees to choose an entity or entities, and then process all the employees of the selected entity.

    • Unprocessed Employees - Select Unprocessed Employees to choose an entity or entities, and then process all the unprocessed employees of the selected entity.

• More (vertical three-dot icon)

  • Entity Workflow
    Provides budget entity approval actions without returning to the Planning Control Panel.

    • Forward - Select Forward to forward a budget entity for approval.

    • Approve - Select Approve to approve a budget entity that has been forwarded.

    • Final Approve - Select Final Approve to final approve a budget entity.

    • Workflow History - Select Workflow History to view the entire workflow history of a budget entity.

  • Template Workflow
    Provides template approval actions without returning to the Planning Control Panel.

    • Forward - Select Forward to forward a template for approval.

    • Approve - Select Approve to approve a template that has been forwarded.

    • Workflow History - Select Workflow History to view the entire workflow history of a template.

  • Reports

    • Publish - Select Publish to make employees available for reporting purposes. If you edit or add employees, you must then click Publish to commit the changes to the reporting cube to ensure that the information is available for Dynamic Reporting.

      • Export as Excel - Select Export as Excel to export the details in the Roster view to MS Excel.

      • Employee Report - Select Employee Report to view a report for the selected employee.

      • Compensation Item View - Select Compensation Item View to view a month-wise report for compensation items.

      • Natural Account View - Select Natural Account View to view transaction-level data for Natural accounts.

      • GL Account View - This view is important when the compensation for an employee is divided across budget entities.

      • GL Account Detail View - Select GL Account Detail View to view a report on GL Account Detail data for Workforce Budgeting.

  • Others

    • Documents - Select Documents to view the list of documents attached to a template

    • All Notes - Select All Notes to view the list of template notes (for an employee position for example).

    • Mass Update - Select Mass Update to update several employees data simultaneously.

• Add - Click Add to add an employee.

• Scenario - Select a scenario from the Scenario list box

• Budget Entity - Select one or more budget entities from the Budget Entity list box.

• Template - Displays the type of template that you selected

• Currency - Displays the currency details of the budget.