Infor Enterprise Performance Management Workforce Budgeting User Guide (Cloud)

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Workforce Budgeting overview
Starting Infor EPM
Workforce Budgeting roles
Navigation
Home page
Tasks page
Selecting the global context
General icons
Dashboard icons
Page and report icons
Status icons
Workforce Budgeting activation
Global settings
Configuration set definition
Defining configuration sets
Copying entity configurations
Starting and ending configuration sets
Completing the definition of the version for a configuration set
Creating a budget version
Copying a budget version
Creating a budget reference
Deleting versions and configuration sets
Copying configuration sets
Segment configuration
Activating segment elements
Exporting a segment configuration
Importing a segment configuration
Account activation for a subplan
Assigning accounts to Workforce Budgeting
Currency exchange
Configuring currency
Configuring version translation
Specifying currency exchange rates
Specifying periodic average and closing rates
Specifying historical rates
Specifying periodic average and closing forecast rates
Specifying historical forecast rates
Modifying UI strings
Translating labels
Preparing Workforce Budgeting
Configuring Workforce Budgeting
Adding phasing methods
Examples of phasing
Dynamic attributes
Creating dynamic attributes
Job dynamic attributes
Position dynamic attributes
Employee dynamic attributes
Loading and calculating imported data
Configuring business objects
Configuring supplemental pay and benefits
Applying a global benefit
Terminology
Salary, supplemental pay and benefit calculations
Salary calculation types
PremiumAmountBaseRate
PremiumPercentBaseRate
PremiumAmountPremiumRate
PremiumPercentPremiumRate
FlatAmount
QuantityXRate
PercentOfPeriodic
PercentOfAnnualized
YTDRanges
Premium rates calculation
Calculation by Employee benefits
Defining step and grade tables
Defining grades
Defining progression rules
Modeling changes to pay rates
Inheriting salary, supplemental pay and benefit actions
Defining jobs
Adding positions
Vacancy calculations
Creating positions through decision packages
Configuring financial planning steps
Workbook Wizard
Creating a Decision Package workbook
Creating a Decision Package Top Down workbook
Configuring the Ad-Hoc tab
Workflow configuration
Configuring an object based workflow
Configuring decision package top downs
Editing and calculating jobs and positions
Adding employees
Updating Workforce Budgeting data
Calculating data
Allocation report
Employee Roster page
Context variables
Employee roster grid
Modifying employee roster data
Actions and allocations
Modifying the base salary
Action Generator page
Adding actions
Modifying actions
Outstanding changes
History
Defining scenarios
Reporting
Version Comparison report
Workforce Detail report
Highest Step report
Financial Summary report
Transferring Workforce Budgeting data
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