1. HRMS with Workforce Analytics
  2. Implementation
Reference

How a HRMS with Workforce Analytics rollout works

Set reporting definitions, load employee context and rehearse a dated snapshot.

  1. Define scope

    Agree the organizations, units, employee-to-unit mapping, reporting cutoff and included employee statuses.

  2. Prepare records

    Load people, organizational definitions, employee history and the operating records needed for the first cut.

  3. Configure access

    Assign the published roles and name the snapshot owner, reviewer and evidence participants.

  4. Rehearse

    Build a snapshot with a hire and separation, check its measures, return one finding and record a later decision.

  5. Use the result

    Publish the reviewed cut and compare it with the next dated period.

What the customer provides

Provide the organization definitions, employee and position records, historical effective dates, reporting rules and owners. Identify the source of hiring cost and any external amounts to reconcile. Decide which people may see detailed employee information, workforce measures and supporting evidence.

Changing it afterwards

When a definition or source changes, keep the earlier reporting cut and its decision intact. Prepare a new revision or later cut, document the changed basis and give the reviewer the new values. Review permissions when owners or organization scope change.

Set up HRMS with Workforce Analytics your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started