Staff Planning Step 6.2 - % in Key - Verify ALL Employees

 

6.2 - % in Key – AFTER PLANNING ALL EMPLOYEES, review the Employee Projections Report Grid. 

o   Take all filters off to see all employees in the Report Grid.

o   Group the Report by Employee, moving the Employee Attribute to the Group Panel; verify total person year and percent in key totals.  Anything less than 100% will show up in red.

o   Check possible issues, errors in Person Year and Percent in Key columns.

o   HINT – Again, generally you expect the Total Percent in Key to be 100% on key and the Total Person year to match the actual FTE. If this is not the case, it’s an employee to check how keys are planned.        

o   HINT – to see all employees with Totals AND Detail, when grouped by employee, Right Click the “Employee” header at in the Group By Panel at the top of the grid and select “Full Expand”