Budget a position

You budget the required number of FTEs per position per period. The budget for a position always has a specific validity period, because the position may be subject to change in the course of time.

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

To budget a position:

  1. Go to: HR / Organisation / Position management.
  2. Open the properties of the position.
  3. Go to the tab: Budget.

    Profit displays all period lines that have already been budgeted.

  4. Open the properties of the period line and adjust the position, or add a new period line.

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