Configure Workforce Planning
Admins must complete the configuration before users can create workforce plans.
Step 1: Create workforce roles
Go to:
Admin > Settings > Workforce Planning > Roles
Click + Add New and enter:
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Role Code
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Role Name
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Role Description, if needed
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Rate
The Rate is the annual Base Compensation used for workforce cost calculation.
Now, once all valid details are entered, click SAVE.
Step 2: Map roles to accounts
Before you map roles to accounts, ensure that Accounts are configured in the Master Data
Go to:
Admin > Settings > Workforce Planning > Role Account
Click + Add New, select the role, and configure the account distribution.
You can assign one or more accounts and enter the percentage for each account.
Click SAVE, after entering all details.
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Total distribution can be greater than 100% (if required by financial modeling)
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Each account receives cost based on its defined percentage