Yarken Help Centre

Workforce Planning

Overview

Yarken’s Workforce Planning helps you plan employee, vendor, and contractor costs directly inside your budget or forecast.

With Workforce Planning, you can:

  • Plan headcount by role, cost center, entity, and expense type

  • Use predefined role rates to calculate workforce costs

  • Plan internal employees and external vendors separately

  • Automatically distribute workforce costs across financial accounts

  • Generate budget and forecast values from headcount plans

  • Review, submit, approve, and publish workforce plans within the same planning workflow


Key concepts

Role-based planning

Workforce Planning is based on roles, not individual cost calculations.

A role represents a standard job function, such as Software Engineer, Analyst, Consultant, or Contractor. Each role has a predefined annual rate, also called Base Compensation.

When you select a role in a workforce plan, Yarken uses the role rate to calculate the cost.

Base compensation

Base Compensation is the annual cost assigned to a role.

Yarken converts this annual amount into a monthly cost.

Monthly cost = Base Compensation ÷ 12

For example, if the Base Compensation is $1,200,000, the monthly cost is $100,000.

Headcount

Headcount is the number of resources you plan for each month.

When you enter headcount, Yarken automatically calculates the workforce cost.

Total Expense = Monthly cost × Total headcount

For employees, the monthly headcount cannot be more than 1 per employee.

Here, we are considering each employee’s percentage allocation of work for that particular account in decimal values, such as 0.1 (10%) to 1 (100%)

For vendors or contractors, you can enter more flexible headcount values based on your planning needs.

Account distribution

Workforce costs can be split across one or more financial accounts.

For example, a role may be configured so that:

  • 10% goes to Software Licenses

  • 100% goes to Employee Benefits

Yarken uses these percentages to automatically create account-level budget values.

Employees and vendors

Yarken supports workforce planning for both internal and external resources.

Use Employee planning for internal staff.

Use Vendor planning for contractors, consultants, or third-party resources.


Next Steps

Workforce Planning Integration in Yarken's Budget and Forecasting Process


Budget

Forecast

Workforce Planning: Setup & Workflow (Flowchart)

Workforce Planning: Steps to Review and Approval Process