Adding employees

You can create employees for Workforce Budgeting.

Use the Columns toolbar icon to select columns to be displayed in the job overview. You can chose to display ID and name, ID, or name for the selected business objects in the overview, context selection, and the Add New dialog box. Use the Data toolbar icon to remove all table filters or hide table filters.

You can use contextual toolbar icons to edit, duplicate, deactivate, and delete existing employees.

  1. Click the Home icon.
  2. Select Module Settings and Budgeting > Data Entry > Employees.
  3. From the standard dimensions select the context of the employee.
  4. Click the Add New toolbar icon and specify this information:
    Entity
    Select the entity.
    Note: If you selected a parent entity in the Employees page, you must select a base entity in the Add New Employee dialog box.
  5. Specify the employee's home organization.
  6. Specify an employee ID.
  7. Specify the employee's first and last name.
  8. Click Create.
  9. Specify the employee's details.
  10. Optionally, clear the Exclude from position changes check box to have all assigned position inherit actions and changes from the position. This clears out any actions created on the position assignment, not on the position.
  11. Fill in any system or user-defined employee attribute.
  12. Click Add Assignment and select a position.
  13. Click Go to Assignment Details to review the position assignment information. You can modify salary related fields only if the Exclude from position changes option is activated.
  14. Click Set Primary to change the primary position assignment for an employee with multiple work assignments.
  15. On the Actions tab, add the benefits that are applicable to the employee.
    You can add only pay and benefits that are not flagged as global benefits.
  16. Click the Allocations tab and add allocations for the employee.
    Allocations specify where the funding for an employee comes from. Click Add Allocation. The fields to select sources of funding depend on how the configuration set is configured. They can include organizations, segments, and any analysis dimensions that have been enabled on the configuration set.
    You can also use the toolbar icons to edit, duplicate, and delete an employee.
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