Show TBH (to be hired) employees as a separate tab and consolidated with existing employees for any dimension combination

Description

Under this requirement, a workforce planning tool should allow existing employees to be displayed for the planner on a view of their choosing. Adding new hires occurs on a separate form. When the new hire additions are complete, the user can view them in a consolidated manner with all costs rolled up by any dimension.

Example Use Case

Scenario: An international manufacturing corporation uses CPM software for strategic planning, including workforce planning and budgeting. They assess existing hires and plan new hires each year in Excel.

Solution: They deploy a new planning tool that stores existing employee information and allows the addition of planned hires. The software includes a function that shows TBH employees as a separate tab by factory, department, and product. This separation allows different security roles to be applied to new hires, enabling more users to collaborate on the plan thanks to salary privacy protection.

Considerations

We include this as a requirement because some tools merge all this together. Doing do makes it difficult to get a single view of planned hires, and makes it more difficult to secure data from specific users. For example, some organizations are very sensitive to exposing salary information to managers outside of their specific department. By separating this information, security rules can be applied more easily.

It also is helpful to split up these views for the sake of modeling out scenarios. Seeing all new hires on one page allows a clear view of potential future expenses, and with the ability to use any dimension, a senior manager can now summarize all planned hires for the entire organization on one sheet. This saves them from digging through a sheet with the entire organization on it.

Questions to Ask a Vendor

• Dimensions: How granular can we get in the workforce model for both new hires and planned hires? Can we view all planned hires on a rolled-up basis?
• Plan Views: Can the software effectively merge TBH employees with current employees within all relevant dimensions even if they are planned on two separate forms or sheets?
• Updates and Revisions: How flexible is the system in allowing changes to the TBH employees' data; for example, in terms of number, roles, or planned budget allocations?