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Positions and workforce
Create and maintain positions, employees, assignments, reporting lines, dates, costs, and headcount.
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01Start herePosition control overviewLearn how positions, employees, assignments, approvals, effective dates, and reports work together in FTE Tree.02How toManage positionsFind a position, review approved and proposed information, understand calculations, and use comments and history.03How toCreate a positionCreate or copy a position draft, provide the required information, understand draft and paid position limits, and prepare it for approval.04How toChange position informationEdit dated position values, prepare proposed changes, correct identifiers, and understand when approval is required.05How toTrack approved position handoffsTrack the human resources and recruiting work that follows approval of a new Position.06How toArchive, restore, or discard a positionChoose the right action for an approved position, a never-submitted draft, or draft changes that were not submitted.07How toOrg chart and reporting linesBuild and review reporting lines as they change over time, including top-level positions and employee visibility in the org chart.08How toManage employeesCreate and maintain employee records, dated details, status, managers, assignments, comments, and history.09How toManage assignmentsLearn how assignments connect employees to positions, control staffing dates, and affect vacancy and cost results.10UnderstandSchedule changes by dateUnderstand how change dates preserve history, schedule future values, affect organization structure, and determine what reports show.11UnderstandPosition costs and headcountUnderstand how FTE Tree calculates position FTE, position holders, staffing coverage, assigned cost, annual cost, and headcount.12ReferencePosition adjustment examplesWork through examples of percentages, fixed amounts, pay rate bases, conversion, limits, stacking order, and partial-year effects.