Find your way around FTE Tree

FTE Tree brings together approved positions, employee assignments, and the proposed changes your team is reviewing. Position Control shows authorized capacity and staffing. Requests take position proposals through approval. Workforce Budgeting adds position budgets, calculated employee costs, and financial reports for a selected date or period.

Start on Home and check the organization name in the header. Then choose the area for your task. Open lists to find records and open a record to review its details, dates, and available actions. Your organization, access, selected dates, and filters affect what appears.

Choose where to work

Workforce and Financials group related areas in the navigation. Select either heading to open or close that group. Both can stay open, so you can move between areas without reopening them. Your account remembers each choice. Opening or reloading a page reveals its group and leaves the other group as you chose it. You can collapse the current group while working; a green marker on the heading shows where your page belongs. Reports remains a separate link below these groups. The compact desktop navigation keeps every destination available as an icon.

To make more room on desktop, select Collapse navigation beside the FTE Tree logo. To reopen it, hover over the FTE Tree mark at the top of the navigation and select Expand navigation. You can also Tab to the control and press Enter or Space. On a touchscreen, the expand icon stays visible.

Your organization may use different names for people, departments, or other records. Navigation uses those names. Available areas also depend on your edition, permissions, and department access. Ask your administrator if an area you need is missing.

Position Control includes positions, staffing, requests, and custom fields. Workforce Budgeting adds budgets, employee pay, adjustments, and financial reports. Budget and employee pay have separate permissions. Access to positions does not automatically include either financial area.

Review your work on Home

• Needs my review shows approval steps assigned to you that are ready for a decision, with the earliest response deadlines first. Home previews the three earliest reviews. The summary beside the heading gives the total number waiting for you. All reviews opens your complete review list. A missing deadline appears as No deadline. Due today uses the organization’s date; Overdue starts the following day.
• My requests tracks active requests you submitted and their current approval step. This section appears when you have active requests. All my requests opens your request list. Pending requests have already been submitted; they are not drafts to finish.
• Workspace attention shows Issues, requests needing administrative help, and connection problems within your responsibilities. An Issue awaiting verification is separate from one that needs action. Being able to administer a request does not make you one of its assigned reviewers.
• Action needed shows action notices and unread warnings. All notifications opens your full notification list, including routine outcomes and mentions. Open a notice to review the related work. Reading or archiving it does not complete the work.
• Continue working shows your four most recent positions, departments, approval requests, or report results. An approval request shows its current status. Select an item to open it again.
• Workforce overview shows approved active positions, active FTE, and vacant positions in the departments you can view, for the displayed date. Vacant positions have active FTE and no assigned FTE. The overview identifies delayed information; an unavailable total is not shown as zero.

Recent items open the information you are currently allowed to view. Position and department links use today’s date in the organization’s time zone. An approval request opens its details; a report opens that run’s details and status. Report links can include runs that are processing, failed, canceled, or expired. Download availability is checked when you open the run.

Recent items disappear when they are no longer available to you. Opening a recent item does not change a record, grant access, or add anything to Activity history. Use Activity history on a record when you need a history of business changes.

Home shows a short preview of each section. Counts describe that section, so the unread count on the Notifications bell can differ from the count on Home. If a section is temporarily unavailable, continue using the other sections or return later. A new organization may show Continue setup; a member waiting for an access role sees an explanation instead of protected work areas.

Find records and settings with search

1. Open Search in the navigation or header, or press / when you are not typing in another field. Enter at least two characters: a name, record number, visible identifier, or a value you know.
2. Choose a suggestion, select See all results, or press Enter to open full results. Full results include additional records and settings even when there are no quick matches.
3. Choose a result category to see more of that kind. Use Next and Previous to move through its matches. All shows a short preview from each matching category.
4. Add a distinctive word to narrow the results. Words can appear in a different order, and accents, punctuation, and capitalization do not need to match exactly. Clear resets the words, category, and results together.

Search includes only information you can view in the selected organization. It checks current names and available record details, including permitted custom-field values. An identifier that your organization has disabled does not help find a record. Access to positions does not automatically let you search employee details or financial information. Private conversations and uploaded files are not searched.

For an approval request such as APR-0015, you can search by its full request number or enter 0015. Justification and status notes help find a request only when you can view that text; redacted text and redaction reasons are not searched.

Record values use today’s date in your organization’s time zone. Older replaced values and future changes do not match current-value searches. Use the record’s dated views or history when looking for older information. Eliminated positions are outside the current-record search.

If search says information is updating, recent position or department changes may not appear yet. If some results are temporarily unavailable, the remaining results still work; try again shortly. If an expected record is missing, check the organization, date, and your access before asking an administrator to investigate.

Help opens guidance for your current page. Search within Help when you need instructions; search in the FTE Tree header when you need a record or setting.

To change the order of a list, select a sortable column heading. On a small screen, scroll the table sideways to reach additional column headings. Select the same field again to reverse its order. Sorting applies to all matching records, including those on other pages, and keeps your current filters.

An empty list shows a message in place of its column headings and rows. If nothing matches your filters, adjust them or choose Clear. If no records have been added yet, use the available create or add action when you need one. A message that information is updating or unavailable means results are not ready; it does not mean the total is zero.

Choose or remove several items

In fields that let you choose several items, each selection appears with an × beside its name. Select that × to remove just that item, or uncheck the item in the list. When several items are selected, use Clear selections at the right of the field to clear them all.

Removing a selection does not delete that record. You can use Tab to reach an item’s remove button and Enter or Space to activate it.

Check the date before interpreting a result

Many values change on an effective date. A position moving to Inpatient Services on October 1 appears in its previous department on September 30 and in Inpatient Services on October 1.

Confirm the selected date before comparing FTE, staffing, rates, or costs. A report for a period may answer a different question from a page showing one date. See Understand effective dates for date ranges and scheduled changes.

Keep budgets and pay distinct

A position is a job your organization has approved. It can be vacant or filled by an employee. Its budget is the amount planned for that job. Employee pay records the salary or hourly rate used to calculate the cost of the person filling it.

Do not add labor budget and compensation together as one total. Missing financial information is not zero. Ordinary currency custom fields do not provide the separate access protections used for employee pay.

Try a first review

Follow the View a completed example to find one existing position, identify who fills it, and check its dates and history. It gives you a first look without creating records or needing access to employee pay.

Before you later save, submit, approve, or apply a change, check the organization, record, date, and confirmation. For organization setup, follow Set up and maintain your organization.

Learn FTE Tree one task at a time

Start training for one guided Evergreen exercise, from creating a position to checking staffing and reports. Workforce Budgeting includes a follow-on walkthrough for budget, employee pay, and a later raise. Use More walkthroughs afterward for a particular task.

While working in your own organization, use the table above to find the right area and check the date you want to see.