Adding employees

You can create employees for Workforce Budgeting.

Use the Columns toolbar icon to select columns to be displayed in the employee overview. You can choose to display ID and name, ID, or name for the selected business objects in the overview, hide or add columns with various system attributes. To display user-defined attributes, created in the Dynamic Attributes Configuration page, expand the Other toolbar icon.

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 Employee dialog box.
  5. Specify this information:
    Organization
    Specify the employee's home organization. The Organization field is a position assignment filter. If the Organization field is empty, you cannot select position.
    First Name
    Specify the employee's first name.
    Last Name
    Specify the employee's and last name.
    Employee ID
    Specify an employee ID.
    Start Date
    Specify the start date. By default, the start date is the first day of the next month. However, if the current date is the first day of the current month, then the default is the current date. You can change the start date in the date picker.
  6. To skip a position assignment, click Save. To assign a position, perform these steps:
    1. Select the position in the Primary Position field.
    2. Click Next: Define Assignment to view the assignment's FTE, phasing method, and salary information.
  7. Optionally, clear the Exclude from defaults check box to have the assigned position inherit actions and changes from the position.
    Note: You can modify salary-related fields only if the Exclude from defaults check box is selected.
  8. To remain on the Employee Overview page, click Save. To go to the Employee Detail page, click Save and go to details.
  9. Fill in any system or user-defined employee attribute on the Employee Detail page.
  10. Click Add Assignment to add position assignment.
  11. Click Go to Assignment Details to review the position assignment information.
  12. Click Set Primary to change the primary position assignment for an employee with multiple work assignments.
  13. 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.
  14. 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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