Jan-Jun
FTE forecasting
Forecast FTE and cost before changes reach the budget.
Review position calculations, proposed changes, pay assumptions, budget comparisons, and reporting periods.
Planning reportReport preview
Forecast FTE1,312.4Across reporting periods
Headcount1,426
Budget variance$3.8M
Pay assumptionPosition base pay rate
Request statusReady for review
Timing changes the answer
A July pay change should not look like a January cost.
Effective dates and reporting periods turn a broad annual assumption into a forecast that shows when staffing costs actually change.
Jul-Dec
New position rate
$1.46MSix months after the adjustmentCost increase for July-December
+$42KSix-month effect of the July changeA forecast with timing
Show when FTE and cost changes reach the plan.
A forecast should show both planned staffing and cost impact. Review FTE, pay, department, job code, adjustment, and budget changes before they become part of the approved plan.
What finance can trace
Operating Budget comparisons
Compare proposed changes and reports by period with the Operating Budget by FTE, headcount, and cost.
Changes by date
Set the date when pay, schedule, job code, and adjustment changes take effect.
Reports for finance
Review forecasts by department and general ledger cost groupings.
A practical workflow
Start with the budget and build a dated forecast.
- 1
Start from approved position data and the Operating Budget.
- 2
Prepare proposed changes for new positions, reductions, restructuring, or pay assumptions.
- 3
Review FTE, headcount, annualized cost, proposed changes, and budget impact.
- 4
Run and share reports once the plan is ready for review.
One position plan can answer different forecasting questions.
HR can review staffing, finance can review period cost, and departments can see when approved changes take effect.
HR view
Keep employees, positions, vacancies, statuses, and approval history together instead of splitting them across files.
Finance view
Review FTE, position cost, assigned cost, and budget impact from the same position details.
Department view
Give managers department-based access to staffing plans, requests, approvals, openings, and reports.
Related FTE Tree features
Explore related ways to plan staffing, review costs, approve changes, and report results with fte forecasting.
Build forecasts that explain both amount and timing.
Request a focused demo using your organization's positions, workflow, and reporting needs.