More walkthroughs
Choose a focused practice task after the guided tutorial, with preparation and expected results for each responsibility.
walkthroughs, further training, practice lessons, EvergreenUpdated October 26, 2026
New to FTE Tree? Begin with the guided tutorial. For Workforce Budgeting, the next connected exercise is Compare budget and employee cost.
Each section below explains its starting point and outcome. Open a lesson for detailed steps and checkpoints. Keep the coordinator and Avery from your first tutorial unchanged; later exercises identify their own practice records.
Need to complete a task in your own organization? Use Help by topic for direct instructions.
Positions and people
Start with: Complete the guided tutorial. Later staffing exercises name separate positions and employees so the original coordinator and Avery remain available for reference.
You will practice: Practice requests, assignments, dated staffing changes, and reporting lines.
- Join your organization and find your work
- Create a full-time position
- Submit and review a position request
- Add Avery and fill the position
- Understand when a change takes effect
- Change a position and check its history
- Change assignments and employee information
- Authorize and fill a replacement vacancy
- Pause, restart, or end a position
- Understand the organization chart
Budgets and pay
Start with: Workforce Budgeting: begin with the approved coordinator and Avery from the guided tutorial. The connected walkthrough saves January reports before the July salary change.
You will practice: Compare budget with employee cost, explain benefits, and retain evidence before a later salary change.
Reports and everyday work
Start with: Use the completed tutorial records. Request, Issue, conversation, import, and account exercises name any extra preparation.
You will practice: Find and save results, correct a prepared problem, collaborate, and explain what changed.
Organization setup
Start with: Use administrator access and a separate practice organization for changes. Review billing without confirming a transaction; connection exercises require an enabled pilot.
You will practice: Prepare usable choices, access, and approvals; explain the effect of later catalog and policy changes.
- Prepare an organization for your team
- Set up departments and workforce choices
- Give people the right access
- Set up approvals and required documents
- Set position and assignment rules
- Maintain departments and the job catalog
- Practice fields, choices, and work schedules
- Create a workforce requirement and save its checks
- Review billing, history, and retention
- Work with an enabled HR-system connection
Advanced financial practice
Start with: Workforce Budgeting: complete the tutorial, then prepare the separate financial examples using 1,950 annual hours.
You will practice: Trace selected sources, work arrangements, and adjustment order to the expected calculation.