Tracking and Managing Employee Status

Streamline your employee resource planning by using the Employee Status form. Use the form to track and manage your employee's monthly work status for the current and next fiscal years. The form shows all employees, including new hires and existing staff, and their departmental allocations.

Note:

Employee-related expenses are only calculated for employees set to Active.

To manage the work statuses of employees:

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

If you use Forms 1.0, click the Go icon to apply the changes to the POV.
To update an employee's work status for a month, click the cell that intersects the relevant employee name, Department, and month.
Click the arrow in the cell to choose one of the following options:
- Active
- Leave of Absence (LOA)
- Resigned
- Dismissed
If you added new employees, choose a status for all the months in the current and next fiscal years.
Click Save.

The NSP_NWF -Sequence -Update Workforce business rule runs after you 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