Budget multiple positions simultaneously

Using an entry layout you can quickly budget several positions.

You can also import a position budget by selecting HR / Management / Import HRM / Position budget.

To budget positions:

  1. Go to: HR / Organisation / Position management.
  2. Click on the action: Position budget.
  3. Enter the start date. If you like, you can also enter an end date.
  4. Click on the action: F5. Select.

    Profit displays all positions without a budget and positions in the date range that have already been budgeted.

  5. Click on: New.
  6. Select the position.
  7. Enter the start date and, where appropriate, the end date, and enter the quantity.
  8. Click on: Finish.

Directly to

  1. Position management
  2. Configure an organisation chart
  3. Add positions
  4. Budget a position
  5. Budget multiple positions simultaneously
  6. Link or unlink an employee/position
  7. Link a position to an employee
  8. View positions