Choose widgets for the question you return to regularly. For creating a dashboard, saving filters, and changing chart views, see Use dashboards.

Position widgets

Widget What it shows
Workforce summary Approved positions, approved and assigned FTE, open FTE, staffing coverage, and vacancy rate
Approved FTE trend Approved position capacity at each period end
Assigned FTE trend Assignment FTE at each period end
Assigned people trend Distinct people assigned to Positions at each period end
Open FTE trend Approved FTE not covered by assignments at each period end
Excess FTE trend Assignment FTE above approved capacity at each period end
Vacancy aging Open vacancy episodes grouped by age, with a link to paginated detail
Department staffing Departments with the largest open FTE balances
Job code staffing Job codes with the largest open FTE balances
Reporting structure Manager positions, average and maximum direct reports, and reporting layers
Position staffing status Vacant, partially staffed, fully staffed, and overassigned Position counts
Position change activity Approved structural changes during the trend period plus current in-progress position work

Select Open vacancies to review vacancy start dates, ages, and open FTE. Position reporting spans shows reporting levels, direct and total reports, and parent positions. Position change activity opens Changes in position control for the dashboard period and filters. Use the dashboard breadcrumb to return from vacancy or reporting details.

Assigned people are distinct people; assigned FTE measures their assignment amounts. For individual assignment periods, use Position Assignment History.

Budget widgets

Widget What it shows
Budget summary Available annualized capacity, budget assigned, vacancy impact, utilization, FTE, and input coverage for the selected date
Budget capacity trend Available annualized approved capacity at successful calculated dates
Budget assigned trend Available annualized staffed budget at successful calculated dates
Vacancy impact trend Available annualized difference between capacity and staffed budget at successful calculated dates
Budget utilization trend Budget assigned divided by available capacity at successful calculated dates
Department budget Departments with the largest available capacity
Job code budget Job codes with the largest available capacity
Budget readiness Positions calculated compared with included positions, plus work requiring setup
Budget versus actual Compared budget, actual compensation, variance, and Positions compared when you can view both areas

The snapshot date selects the approved position, assignment, rate, annual-hours, and adjustment information used by the result. Trends show annualized amounts at successful calculated dates, carried forward until a newer result applies. They do not calculate spending for every day in the selected range.

Check Budget readiness before sharing a subtotal. A result labelled available or provisional may omit positions needing setup. Missing amounts remain blank.

Compensation widgets

Widget What it shows
Compensation summary Available annualized compensation, assigned FTE, average cost per FTE, and input coverage for the selected date
Compensation trend Available annualized compensation at successful calculated dates
Assigned FTE trend Assignment FTE represented in compensation calculations at successful calculated dates
Average cost per FTE trend Available compensation divided by included assigned FTE at successful calculated dates
Department compensation Departments with the largest available annualized compensation
Job code compensation Job codes with the largest available annualized compensation
Compensation readiness Positions calculated compared with included positions, plus work requiring compensation setup
Actual versus budget Actual compensation, compared budget, variance, and Positions compared when you can view both areas

These results combine eligible assignment pay at the position level. They show annualized compensation, not payroll transactions, deductions, or withholding. Use the protected employee pay timeline to review an individual’s pay.

The snapshot date selects the employee, assignment, pay, annual-hours, schedule, and adjustment information. If a position lacks a required input, its affected amount is unavailable. Check Compensation readiness and coverage before treating a total as complete.

Compare budget and compensation

Budget versus actual and Actual versus budget require both financial viewing permissions for the same departments and ready results in both areas. They compare staffed budget with actual compensation for the positions included in both results.

Budget variance = Compared budget assigned − Actual annual compensation

A positive variance is labelled Under budget; a negative variance is Over budget. The percentage uses compared budget assigned as its denominator. Review Positions compared and exclusions before presenting the comparison as complete.

Forecast widgets

Assigned FTE comparison, Staffing coverage comparison, Budget capacity comparison, and Compensation comparison show the saved starting point beside proposed results at each period end. These are two versions of the same dates, not different periods.

The starting point appears on the left in blue; proposed results appear on the right in green. Staffing coverage stacks covered and vacant FTE to show approved capacity and excludes assignments above capacity. Cost charts show annualized dollars; staffing charts show FTE. Use Show details for the exact values and Totals or Change for the comparison view.

Proposed changes by review status counts review groups across the whole forecast, regardless of dashboard filters. Approved groups still need to be applied. Select Open review groups to continue.

Missing information for cost totals describes proposed results on the selected summary date. Choose Review Budget information or Review compensation information to see affected positions for that date. Other dates in the trend can still need information even when the summary date is complete. The Dashboards breadcrumb returns to your saved view.

When a value is unavailable

Check the selected date, your access, calculation status, and required information. A blank amount does not mean zero. In a forecast, use warning links to inspect the affected starting point or proposed result.

To correct missing information, open Issues or the relevant record. Use financial troubleshooting for budget and pay, or forecast troubleshooting for forecast results.