Yarken Help Centre
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Configuring Workforce Planning: Steps to Create Workforce Plan

Create a workforce plan

Budget Process Owners can create workforce plans from the Budget or Forecast module.

Before entering workforce data, you must:

  • Define roles and rate

  • Map the roles to accounts and define distribution percentage

  • Setup the dimensions such as cost centers, vendors, employee, and entities.

To create a plan:

  1. Go to Planning > Budgets and Forecasts

  2. Click + New Budget / Forecast

  3. Enter the required details, such as name, year, type, and variables (optional)

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  1. Click Save

  2. Open the Workforce Planning tab

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The system displays a grid-based interface and it may appear empty for new plans.

Add a workforce entry

In the Workforce Planning grid, create a new entry and select the required values:

  • Role

  • Cost Center

  • Entity

  • Expense Type

  • Employee or Vendor or Both

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After you select a role, Yarken automatically fills in the Base Compensation.

Add monthly headcount

Turn on Show Detailed View to see the monthly columns.

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Enter the planned headcount for each month.

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As you enter headcount, Yarken automatically:

  • Calculates Total Expense

  • Applies account distribution rules

  • Creates budget values in the Details tab

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  1. For employees, we are considering each employees' percentage allocation of work for that particular account in decimal values, such as 0.1 (10%) to 1 (100%).

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Total headcount for an employee cannot exceed 1 per month

  1. For vendors, there is no such restriction on monthly headcount.

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Vendor headcount can be more than 1, depending on allocated workforce

Review and submit a workforce plan

When the workforce plan is ready, the Budget Process Owner can submit it to the Budget Contributor for review.

To submit:

  1. Open the Workforce Planning screen

  2. Click the three-dot menu

  3. Select Submit

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After submission, the status changes to In Progress.

  • Once submitted, the Edit option is disabled for the Budget Process Owner

  • Any further updates must be made by the Budget Contributor

Next Steps

https://yarken.atlassian.net/wiki/pages/resumedraft.action?draftId=927760417&draftShareId=be7626a0-3038-4d54-ae69-c2201e56cb21&atlOrigin=eyJpIjoiMTIwYTY5NTViNWE0NDhiOTkzMTYzMWRlZDM4NWQ5YzQiLCJwIjoiYyJ9

Related Content

Configuring Workforce Planning: Steps to Create Roles