Working with Employees

This section explains Workforce Planning employee tasks. To change employee status, planners click cells in data forms and select items from Smart Lists or menus. They can also run business rules to modify employee records (for example, to transfer an employee to a different department).

Employee properties are account members such as Position, Grade, or Salary. Employee members can have associated Smart Lists, and they may depend on another employee property. For example, the value in the FT/PT (full time/part time) Account member depends on the value entered in the FTE (full-time equivalent) account. You can customize the employee properties as described in Customizing Workforce Planning. For example, you can change the employee type, grade, FTE, status, and performance that drive calculations.