Entering and editing employee changes

To ensure that you always maintain transparency regarding employee changes (e.g. staff build-up/reduction), you can record and track these developments in impact  in the form of special key performance indicators (KPIs).

In the “Staff Movement" account, you can record employee changes at the measure level in the same way as the financial accounts for P&L, Balance Sheet and Cash Flow. A distinction is made between direct employees, indirect employees and temporary workers.

Important notes:

• The recorded employee changes can be aggregated across all program elements in the same way as the financial effects. If employee changes are recorded under KPIs, an aggregation is not possible.
• BEFORE you start with data collection, define whether you want to record the key figures in FTE (full-time equivalent) or headcount (number of employees).
• The financial effects of employee changes must be recorded in the relevant income statement line item and must reflect the facts correctly.

As the person responsible for measures, you have two options for entering and processing employee changes:

1. Via "Potential“  tab (direct editing)

• First select the relevant measure in the program tree.
• Click on the “Potential" tab (alternatively, select the "Process" tab, go to the current implementation level e.g. DoI 1, DoI 4 or DoI 5 and click on the “Potential" link). In the window that now appears, select the “Staff Movement" account in the left drop-down menu (P&L).
• Go through the other drop-down menus and make the following settings (adjustment view table): Plan Selection (Act/FC, Plan, Plan 2), start date, monthly/quarterly view, number of years to display.
• Enter the employee changes in the respective month and relevant line (direct, indirect, temporary) – staff build-up positive and staff reduction negative.

Example: Entering and editing employee changes (Direct editing)

2. Via “Potential"  tab (local editing via export/reimport function)

• Navigate analogous to no. 1 to the “Potential" tab.
• In the left drop-down menu (P&L), select the “Staff Movement" account and set the table as desired: Plan selection (Act/FC, Plan, Plan 2), start date, monthly view, number of years to display.
• Click on the Tools functional button and download the table via Export as Excel file.
• In the Excel file, enter “Staff Movement” in the cells with a white background (build-up positive, reduction negative) and save the file locally to your computer. In the same window, select Tools 
  -> Reimport and upload the file again.

Example: Entering and editing employee changes (Local editing)

3. Via “Status Report“ (via pop-up window)

• First select the relevant measure in the program tree.
• Click on the tab "Status Report“ and select Potential. In the pop-up window that opens, select the “Staff Movement" account from the left drop-down menu (P&L).
• Continue analogously to number 1 or 2.
• Exit the pop-up window.