Updating Departmental Allocations for Employees

Use the Employee Update form to manage employee data within a specific Employee, Subsidiary, and Currency context. You can add data for new hires, transfer existing employees between Departments, and modify Department allocations. The employee data that you manage includes:

Job title
Hire date
Compensation type and rate
Work hours
Percentages for compensation, health plans, and insurance plans

Read the following topics to learn how to complete the aforementioned tasks in the Employee Update form:

Adding New Employees to the workforce
Updating Departmental Allocations For Existing Employees

Adding New Employees to the workforce

Use the Employee Update form to add new employees to the workforce. In this form, you provide departmental allocations and other data for the new employee. After you add the new employee, the employee will appear in other employee management forms.

You can simulate the hiring process by adding placeholder employees to specific Departments. By reviewing the impact of potential hires to your Forecast and Budget, you can make informed decisions about personnel changes.

Note:

You can add up to ten placeholder employees to your workforce.

If you prefer to add new employees by Department, see the help topic Adding New Hires By Department.

To enter departmental data for a new employee:

From the Home page, click the Workforce card.
Click the Manage Employee tab on the left-hand side.
Click Employee Update.
In the Point of View (POV), select a Subsidiary, Currency, and Employee.

Note:
For Employee, select a To Be Hired member under the New Employees parent member.

If you use Forms 1.0, click the Go icon to apply the changes to the POV.
Enter departmental and other data for the new employee in the applicable columns.

At minimum, you must provide the following information:
- Job title
- Hire date
- Compensation basis
- Compensation rate
- Department allocation percentage
For details about the data that you enter in these columns, see Available Employee Data in Employee Management Forms.
Click Save.
(Optional) To update the employee-related expense accounts in Workforce:
1. Right-click the data grid, and then select Update Workforce.
2. Confirm the Subsidiary and Currency members.
3. Click Launch.
(Optional) To update the employee-related expense accounts in Workforce and Financials, and to aggregate the application:
1. Right-click the data grid, and then select Update Financials.
2. Confirm the Subsidiary and Currency members.
3. Click Launch.
(Optional) To view monthly payroll expenses for an individual employee within a specific Department:
1. In the data grid, right-click the employee whose payroll details you want to view.
2. Select Payroll Expenses from the action menu.
For more information about this form, see Viewing Monthly Payroll Expenses for Individual Employees.

Updating Departmental Allocations For Existing Employees

Use the Employee Update form to update departmental allocations and other employee data for existing employees, as needed.

To update departmental allocations for an employee:

From the Home page, click the Workforce card.
Click the Manage Employee tab on the left-hand side.
Click Employee Update.
In the Point of View (POV), select a Subsidiary, Currency, and an existing employee.

If you use Forms 1.0, click the Go icon to apply the changes to the POV.
Update departmental and other important data in the cells of applicable columns for the employee that you selected:
1. (Optional) To add a Department, enter data in the appropriate Department row. Ensure you enter a value for Dept Allocation %.
2. (Optional) To remove the employee from a Department, clear the cells in the row for that Department.
For details about the data that you enter in these columns, see Available Employee Data in Employee Management Forms.
Click Save.
(Optional) To update the employee-related expense accounts in Workforce:
1. Right-click the data grid, and then select Update Workforce.
2. Confirm the Subsidiary and Currency members.
3. Click Launch.
(Optional) To update the employee-related expense accounts in Workforce and Financials, and to aggregate the application:
1. Right-click the data grid, and then select Update Financials.
2. Confirm the Subsidiary and Currency members.
3. Click Launch.
(Optional) To view monthly payroll expenses for an individual employee within a specific Department:
1. In the data grid, right-click the employee whose payroll details you want to view.
2. Select Payroll Expenses from the action menu.
For more information about this form, see Viewing Monthly Payroll Expenses for Individual Employees.

General Notices