The Scenarios Tab (Video)

In Personnel >  Scenarios, Admin users manage the various scenarios within their organization. All scenarios use the same employees, pay types, position types, and coverages. Scenarios may have unique positions, pay items, and allocations, however.

Creating a New Scenario

A new scenario will have no positions associated.

1. Go to Personnel > Scenarios.
2. Ensure the correct Year is selected.
3. Give the scenario a name.
4. Click Add.
   
   

Copying an Existing Scenario

Scenarios can be copied from any year. A copied scenario will contain the same positions. For more details on starting a new year in Personnel, click here.

1. Go to Personnel > Scenarios.
2. Ensure the correct year is selected.
3. Choose the Source Scenario.
4. Give the scenario a name.
5. Select Include Monthly Details if you made mid-year adjustments and you want those adjustments in the new scenario; otherwise, the current Pay Item amounts will be utilized for all months.
6. Click Copy.
   
   

Set As Current, Default, or Locked

• For Advanced and Standard clients: When navigating to Personnel, a scenario must be Set as Current.
• For Standard Plus, Plus, and Premium clients: Use the Set as Default option to allow a scenario to be viewed by non-admin users given permissions to Personnel.
• Set a scenario to Lock Scenario to prevent changes.

Edit a Scenario Name or Description

• Click Set As Current on the appropriate Scenario.
• Click the Edit Icon.
  
• Edit the name and or Notes.

Delete a Scenario

• Click Set As Current on the appropriate Scenario.
• Click the Edit Icon.
  
• Click Delete.
  

Managing Imports

There are two files that can be utilized within Personnel. The Pay Data File export/import allows for exporting, updating and re-importing large amounts of data, specifically employees and positions. The Pay Item Grid allows for updates to pay times based on positions. More information on these import/exports can be found here.

Use the links below to navigate through the learning path.

Scenarios << Building a Scenario - Learning Path >> Config Tab