Workforce Cost Plans
People are between forty and seventy per cent of the cost base, so the budget is mostly a workforce plan whether anybody calls it one or not.
Where to find it
- Module: Accounting
- Group: Planning & Control
- Section: Workforce Planning
- Screen: Workforce Cost Plans
Address in the console: /accounting/workforce-plans
List · 13 columns · 15 fields on its form · 5 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Plan | Code | code |
| Name | Text | name |
| Year | Number | fiscal_year |
| Version | Status | version |
| Cost center | Code | cost_center_code |
| Seats | Number | line_count |
| Vacancies | Number | vacancy_count |
| Hires | Number | planned_hires |
| Average FTE | Number | average_fte |
| Loaded cost | Amount | total_loaded_cost |
| Cost per FTE | Amount | cost_per_fte |
| vs baseline | Amount | cost_vs_baseline |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Fiscal year required | Number | ||
| Version | Choice | plan, budget, forecast, actual, simulation, baseline | |
| Compare against | Choice | Looked up from existing records | |
| From required | Date | ||
| To required | Date | ||
| Currency | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Merit increase % | Number | ||
| Promotion budget % | Number | ||
| Attrition % | Number | A plan that assumes every seat is filled all year overstates by the turnover rate. | |
| Benefit load % | Number | ||
| Employer tax % | Number | ||
| Notes | Long text |
What you can do here
Calculate primary
Builds the cost from the seats and phases it into periods — a hire starting in September costs four months, not twelve.
Variance vs payroll
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.