Modifying employee roster data

Click Home.

Select Module Settings and Budgeting > Data Entry > Employee Roster.

Select an employee with a position assignment. You can perform these actions:

Edit an employee: You can edit an employee’s details, assign employee to a new position assignment, and adjust or remove existing assignments.
Edit an employee’s position assignment: You can open an assignment’s detailed page to adjust an employee’s existing position assignment.
Enable and disable the inheritance: You can edit the inheritance setting for an employee. When the inheritance is enabled, each position assignment inherits its position action and this cannot be modified. You can modify or remove those actions when the inheritance is disabled.
View or change FTE actions: You can create a new FTE action or modify existing actions for the selected position assignment.

Select a vacancy. You can perform these actions:

Edit a position: You can edit a position’s details.
Enable and disable the inheritance: You can edit the inheritance setting for an employee. When the inheritance is enabled, each position assignment inherits its job action and this cannot be modified. You can modify or remove those actions when the inheritance is disabled.
View or change FTE actions: You can create a new FTE action or modify existing actions for a position.

Note: You must execute calculations and allocations before adding and modifying assignments, changing inheritance setting, or adjusting configurations that impact workforce costs, such as FTE and other actions. You must run calculations before these actions:

Adding and modifying assignments
Changing inheritance setting
Adjusting configurations that impact workforce costs, such as FTE

Click Calculate and then Run Allocations, to update employee roster data.