Working With Employee Management Forms

The employee management forms provide a complete view of your workforce resources. The forms support accurate expense forecasting and budget planning, as they enable Department Managers to evaluate and manage their workforce expenses and predict financial needs.

Managers can view and update information about all employees within their Department, including employee-related expenses. They can enter employee expense data such as payroll, health plans, and insurance plans. They can also track each employee's activity status by month in the current and next fiscal years. For details about the employee data you track, see Available Employee Data in Employee Management Forms.

Department Managers can also simulate hiring scenarios by using the forms. The forms enable them to evaluate the cost of new hires against their current Budget and to make informed, data-driven decisions regarding resource allocation. By considering all employee types, including full-time and part-time staff and future hires, the forms help Managers to avoid errors in expense estimation.

The Manage Employee tab has the following employee management forms:

• Employee Roster

  For more information, see Reviewing and Adjusting Employee Data in the Employee Roster.

• Employee Update

  For more information, see Updating Departmental Allocations for Employees.

• New Hires By Department

  For more information, see Adding New Hires By Department.

• Department Roster

  For more information, see Reviewing and Adjusting Employee Data in the Department Roster.

• Employee Status

  For more information, see Tracking and Managing Employee Status.

• New Hire Report

  For more information, see Reviewing or Adjusting Data for New Employees in the New Hire Report.

General Notices