1. HRMS with Workforce Analytics
  2. Process
  3. Workforce snapshot review
Process · Workforce snapshot review

Workforce snapshot review

Move a dated reporting cut from scope definition to a reviewed result.

Step by step

  1. Define the reporting scope HR Business Partner

    HR Business Partner (HRBP) checks the organization, effective unit and employee population that belong in the cut.

    • Establish unit and population
    • Updates Organizations, Organization units, Employees
  2. Prepare the snapshot Named snapshot owner

    The named owner sets the as-of date and loads the headline workforce values.

    • Record date, owner and figures
    • Updates Workforce snapshots
  3. Check the measures HR Business Partner

    HR Business Partner (HRBP) compares movement and cost lines with their source references and any external reconciliation.

    • Examine sources and differences
    • Updates Workforce measures, External reconciliations
  4. Review the snapshot Named reviewer

    The named reviewer records a decision against the current revision.

    • Record decision on revision
    • Updates Review decisions, Evidence documents
    ApprovalA person approves before the work moves on.
  5. Publish the result Named snapshot owner

    The owner releases the reviewed cut for comparison with other dates.

    • Preserve reviewed status change
    • Updates Workforce snapshots, State history
HR Business Partner
(HRBP) checks employee context; CHRO / VP People reads authorized enterprise context; the named snapshot owner prepares the result and the named reviewer decides on its revision.

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