Detail Planning by Line Managers 

Use

This function enables line managers to check, change, and enhance personnel cost plans for employees, organizational units, jobs, and positions in their area of responsibility.

Integration

This function is intended for line managers. The same function is also available to the personnel cost planner (see Detail Planning by the Personnel Cost Planner). In contrast to line managers, however, the personnel cost planner can access all plan data.

Prerequisites

In your role as personnel cost planner, you have performed the following steps:

·        You have made the necessary Customizing settings in Customizing for Personnel Cost Planning and Simulation under Detail Planning.

·        You have entered a date in the future in the DetailPlanning Poss.Until field of the personnel cost plan.

·        You have executed a cost planning run.

·        You have provided detail planning for line managers.

Features

In your role as line manager, you have access to the following functions:

·        You can access the plan data for employees and organizational objects for which you are responsible.

·        You can display the plan data as follows:

¡        You can display the plan data separately for each cost unit, or for all cost units

¡        You can display the plan data in different views such as total costs or detail costs per cost object, or as total costs per cost item

¡        You can display the plan data in different time views such as in a monthly or quarterly view

¡        You can display the plan data as a graphic

¡        You can display also the number, for example overtime, for cost items that consist of a quantity

·        You can change the plan data as follows:

¡        Edit cost items

You can change an individual cost item for an employee or organizational object. For instance, you can increase or reduce the amount of a special payment or the amount of planned overtime, or delete a cost item completely.

¡        Add cost items

You can add a cost item to all cost objects you have selected. For instance, you can schedule a premium for your employees even if this is not planned in the overall plan.

¡        Increase cost items

You can increase a cost item for all cost items you have selected. For instance, you can plan a salary increase for your employees even if this is not intended in the overall plan.

¡        Edit capacity utilization level

You can change the capacity utilization level for an employee or a position.

¡        Add or edit quota

You can create a new job or change an existing job.

¡        Perform pay scale reclassifications for employees

¡        Transfer employees from one position to another

·        You can display all the changes you make in the overview.

·        You can undo your changes step-by-step.

·        If the necessary settings have been made in Customizing, you can display additional information about detail planning, for example, an employee’s individual qualifications profile.

When a line manager changes or enhances plan data using this function, the system saves these changes separately from the data originally created by the cost planning run. This enables the personnel cost planner to establish in Managing Personnel Cost Plansn the changes made by line managers to a particular cost planning run.

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