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Workforce Planning (Admin Settings)

Workforce Planning

Workforce Planning settings define the labor and workforce structures used for planning, allocation, forecasting, and financial analysis across Yarken.

This page allows administrators to configure workforce roles, role-based accounts, and workforce planning uploads used in operational and financial planning workflows.

Workforce Planning supports:

  • Labor cost planning

  • Resource allocation

  • Workforce forecasting

  • Operational budgeting

  • Capacity analysis

  • Role-based cost modeling

  • Financial governance workflows

Access Workforce Planning

To open Workforce Planning settings:

  1. Navigate to Admin

  2. Select Settings

  3. Open Workforce Planning

The Workforce Planning page contains three primary configuration areas:

  • Role

  • Role Account

  • Uploaded Files

Each section supports workforce planning governance and operational workforce management.

Workforce Planning structure

Roles

The Roles section defines the workforce positions and labor classifications used for planning and financial modeling.

Each role can include:

  • Role code

  • Role name

  • Role description

  • Assigned currency

  • Workforce classification

Roles standardize workforce definitions across planning workflows and improve consistency in labor reporting.

Examples include:

  • Architect

  • Senior Software Developer

  • Cloud Consultant

  • Infrastructure Engineer

  • Business Analyst

Role Accounts

Role Accounts define the relationship between workforce roles and planning allocation rules.

Role Accounts support:

  • Labor allocation models

  • Distribution rules

  • Workforce mapping

  • Financial planning structures

  • Operational workforce analysis

Role Accounts help organizations align labor planning with operational and financial reporting requirements.

Uploaded Files

The Uploaded Files section manages workforce planning data imports.

Administrators can:

  • Upload workforce planning files

  • Monitor processing status

  • Review historical uploads

  • Reprocess files

  • Download uploaded files

  • Validate workforce planning ingestion workflows

Uploaded workforce planning files commonly support:

  • Labor planning

  • Resource forecasting

  • Workforce allocation

  • Operational budgeting

  • Financial analysis

Configure Roles

Roles define the workforce structures used across planning workflows.

To create a role:

  1. Open the Role tab

  2. Select Add New

  3. Enter the required information:

    • Role Code

    • Role Name

    • Role Description

    • Currency

  4. Save the configuration

Roles become available for workforce planning allocation and operational analysis workflows.

Manage Roles

Administrators can:

  • Edit workforce roles

  • Update descriptions

  • Maintain role classifications

  • Remove unused roles

  • Standardize workforce naming conventions

Maintaining accurate role definitions improves planning consistency and workforce reporting quality.

Configure Role Accounts

Role Accounts connect workforce roles to allocation and distribution logic.

To configure a Role Account:

  1. Open the Role Account tab

  2. Select Add New

  3. Assign the required role

  4. Configure distribution rules

  5. Save the configuration

Role Accounts support workforce allocation governance and financial planning alignment.

Distribution Rules

Distribution Rules define how workforce costs and labor allocations are assigned across operational or financial structures.

Distribution Rules can support:

  • Cost allocation

  • Department planning

  • Workforce chargeback workflows

  • Operational ownership

  • Labor forecasting

  • Financial accountability

Well-defined distribution structures improve workforce transparency and planning accuracy.

Upload Workforce Planning files

Workforce Planning supports file-based data ingestion workflows.

To upload workforce planning files:

  1. Open the Uploaded Files tab

  2. Select Upload

  3. Choose the workforce planning file

  4. Submit the upload

The platform processes the uploaded file and displays:

  • File name

  • Year

  • Month

  • Destination

  • File type

  • Processing status

Administrators can review upload history directly from the Uploaded Files section.

Workforce Planning file management

Uploaded file records support operational management and governance workflows.

Available actions include:

  • Downloading uploaded files

  • Reprocessing ingestion jobs

  • Reviewing file status

  • Validating load completion

  • Troubleshooting ingestion issues

The Uploaded Files section improves operational visibility into workforce planning data pipelines.

Import and download workflows

Workforce Planning supports upload and download workflows to simplify workforce data administration.

Use upload workflows to:

  • Accelerate workforce onboarding

  • Standardize workforce imports

  • Support bulk planning updates

  • Maintain planning continuity

Use download workflows to:

  • Audit workforce planning data

  • Review uploaded files

  • Support operational validation

  • Archive workforce planning records

Workforce Planning governance considerations

Effective workforce planning governance improves:

  • Labor cost visibility

  • Workforce accountability

  • Financial planning accuracy

  • Resource forecasting

  • Operational alignment

  • Executive reporting consistency

Recommended practices:

  • Standardize role naming conventions

  • Maintain accurate role descriptions

  • Review distribution rules regularly

  • Validate uploaded workforce files before processing

  • Remove inactive or obsolete workforce definitions

  • Align workforce structures with financial planning models

Relationship with Planning and Chargeback

Workforce Planning integrates with broader Yarken planning and financial management workflows.

Configured workforce structures can support:

  • Planning models

  • Chargeback allocation

  • Financial forecasting

  • Operational budgeting

  • Labor reporting

  • Workforce cost governance

Accurate workforce configuration improves planning reliability and operational financial visibility.

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