Workforce
Workforce is where you keep track of who works for you, what they’re paid, which team they’re in and what they’re working on, and the hires you’re planning. The forecast, budgets and effort reporting all read these records, so keeping them up to date keeps those right.
Most of it is under Resourcing → People and teams, on the People, Teams, Contractors, Vacancies, Skills, Playground and Allocations tabs.
Popular jobs
- Add an employee
- Change someone’s salary
- Move someone to another team
- Record a leaver
- Plan a hire
- Find people for a project
- Try out a change in a scenario
Browse by area
| Area | What you do there |
|---|---|
| Employees | Add people, change their pay, move them between teams, record leavers |
| Contractors | Add contractors, change their rates, convert a contractor to an employee |
| Vacancies | Plan hires so they’re in the forecast before anyone joins, then fill them |
| Teams | Build your team structure, choose each team’s manager, archive teams that close |
| Allocations | Plan who is on which team and project, and for how much of their time |
| Staffing | Find people for a project, rearrange people in Playground, cover a gap with a vacancy or contractor |
| Functional groups | Your functional structure, its positions and who fills them |
| Scenarios | Try out changes away from live data, then review and merge them |
| Analytics & reporting | Ready-made analytics, and dashboards and reports you build yourself |
| Business metrics | Track what each function produces, and what each unit costs with people and with AI |
Setting up your people and teams for the first time is covered in People and teams and Data import and migration.
How your changes reach the numbers
- The forecast uses salaries, rates, vacancies and allocations to work out what everyone is planned to cost, month by month. See Forecast.
- Budgets track each team against an agreed figure. Every team that holds a budget needs a manager. See Budgets.
- Effort reporting asks each team’s manager to submit the team’s week. See Effort reporting.
- Capitalisation and R&D tax claims cost the effort people report, so they need salaries and rates too.
How every cost is worked out is on How costs are calculated.
Live data and scenarios
Changes you make on these screens save straight away to live data. If you’re inside a scenario, they stay in the scenario until someone approves and merges it. See Live data and scenarios.