Define Personnel Planning Items
Explanation
This activity is used to define personnel planning items. A planning item can either be a quantity (e.g. number
of employees) or an amount (e.g. monthly salary). The items are later connected to employee planning categories and
business plan employees to make it possible to enter planning values.
To define a personnel planning item:
- Select the option Calculation if you want to calculate the planning item period values from other
personnel planning items, assumption drivers or fixed values.
- Calculation/Presentation Sequence field, enter the sequence order to use for both presentation
and calculation.
- The Aggregation Type field is used to define how the personnel planning item should be calculated when
used for a planning employee with Aggregated option enabled. An aggregated planning employee represents
the planning values of a selected group of employees and is calculated in the Employees per Planning
Unit window.
- If the planning values of the personnel planning item should be imported from IFS Human Resources, this is
defined in the HR Base Type field.
- Select the option Read Only if it should not be possible to change period values for the selected
planning item. This can be useful when the planning item only should be used as an input to a calculated planning
item.
- Select the option Optional if it should be possible for the planner to add or remove the planning item
in the Personnel Planning tab in the Planning Entry window. This can be useful if the
planning item only is used for a limited number of employees.
- Select the option Even Spread if the base value should be copied to each planning period of the
business plan.
- Select the option Keep Value if the planning item planning values should not be considered when using
Unit Allocation and Row Allocation in the Employees per Planning Unit window.
Selected option also indicates that the personnel planning item period values should not be aggregated when the
planning period represents longer intervals than an accounting period, e.g. a quarter.
- Select the option Quantity if the planning item should represent a quantity. If the option is not
selected, the planning item represents an amount and will be included when currency translations take place.
- Select the option Transfer if the period values of the planning items should be transferred from
personnel planning to the planning unit transactions. If the Transfer option has been selected, define in
the Account/Driver and Account/Driver Value fields to which account or business plan driver
the transfer should be made.
Prerequisites
In order to perform this activity, the user should have been defined as business planning administrator with
access to personnel planning basic data.
System Effects
As a result of this activity, a personnel planning item can be connected to an employee planning category
and/or a business planning employee.