Run a workforce plan report to share the results and changes you have been discussing. Check the workforce plan and its calculation status: the finished report keeps that result even if you edit the workforce plan later. Make clear whether the changes are still proposals or have been applied.

Before you begin

You need the View plans permission for every included department. Budget reports also require the View labor budgets permission; compensation reports require the View actual compensation permission. Downloading a file also requires the export permissions for every kind of information included. A report never grants access to a financial area you cannot otherwise view.

Choose a workforce plan report

Report Use it to review
Workforce plan Period Summary Monthly approved and proposed Budget, staffed cost and ending FTE across the workforce plan
Workforce plan Date Summary Yearly budget and staffing amounts using the information that applies on one selected date
Workforce plan Proposed Changes Proposed position, staffing, and budget changes; the groups selected for application; reasons; and effective dates
Workforce plan Compensation Period Summary Monthly approved and proposed compensation under its separate permission
Workforce plan Compensation Proposed Changes Exact compensation proposals and their effective dates under its separate permission
Workforce plan Comparison The proposed results of two workforce plans on a date included in both
Workforce plan Full-Period Comparison Monthly Budget and staffing differences between two workforce plans covering the same dates
Workforce plan Compensation Comparison Protected compensation and staffing differences between two plans on one date
Workforce plan Compensation Full-Period Comparison Protected monthly compensation and ending staffing differences between two plans

Single-plan summaries label their results Approved and Proposed. Change is Proposed minus Approved. Two-plan reports label their results First plan and Second plan; both contain proposals, and Change is Second plan minus First plan.

Choose the report filters

Select Workforce plan and, for a comparison, Compare with. Date reports also require Effective date inside each selected workforce plan. Full-period comparisons require matching planning dates. Select two distinct alternatives and check the approved information for both.

The selected workforce plan determines the departments and dates included. You can select an archived workforce plan if you still have access to its departments. For an active workforce plan, wait for Current before running a current report. The report keeps the completed results available when you request it, even if a later draft calculation finishes while the report is preparing.

Read the result

Monthly cost covers the days included in that month. A yearly cost on a date shows what a year would cost using the information for that day. Ending FTE shows how much is staffed on the last included day; adding it across months would count the same staffing repeatedly. A difference subtracts the first displayed amount from the second, so a negative difference means a reduction.

Blank financial values mean the required information is unavailable. Do not treat them as zero or infer a complete total from a partial result. Open the workforce plan’s position results to review the dates each value applies, required setup and any zero-minimum explanation.

Check excluded changes

A report can use Current plan results while some proposed changes are excluded. The report records the number of excluded changes alongside its calculation details. A two-plan comparison records the exclusions for each plan separately. Those proposed effects are absent from the totals; current approved information still applies.

The proposed-change registers keep excluded items visible and show whether each change is included, excluded for review, excluded because a required change needs review, or already present in approved information. Check Information needed for its explanation. These details stay with the saved report after the live plan changes.

Keep the results used for a decision

Run a report before a decision when you want to keep the comparison you reviewed. Check the workforce plan name, calculation date, and effective dates. The report stays the same if you apply changes later. On Plan, find the Applied rows and open View application to see which changes were made. See Compare and organize workforce plans for comparing alternatives and keeping completed work.

Working example

A separate full-time practice position has a $70,000 annual budget rate and no benefits. Propose a 3% increase to $72,100 from July 1. The date report before July shows $70,000; from July it shows $72,100. Monthly costs count the days each amount applies. The proposed-change report identifies July 1 and the selected application. Approved budget records remain unchanged until the group is reviewed and applied.

Optional practice: find the salary increase in a report

Use prepared practice records for this exercise. Follow its setup instructions before making changes.

Use the finished 2027 pay review workforce plan for January 1 through December 31, 2027. Check its name and calculation time before running a report.

Report What to find
Workforce plan Period Summary The position’s full-year budget stays $84,000 and its staffed FTE stays 1.0. A pay-only proposal does not add staffing.
Workforce plan Date Summary On January 1, the yearly assigned budget is $84,000 before and after the proposal.
Workforce plan Proposed Changes This report covers workforce and budget proposals. For the main salary increase, use the compensation changes report below. In the optional hiring lesson, find Casey’s separate full-time assignment proposal here.
Workforce plan Compensation Period Summary Full-year compensation rises from $72,000 to $75,600, an increase of $3,600.
Workforce plan Compensation Proposed Changes Avery’s existing assignment receives a $63,000 annual salary from January 1. The existing benefits rule does not need to be added again.
Workforce plan Comparison Compare separate budget or staffing alternatives on one shared date. For $70,000 and $72,100 full-time budget rates with no benefits, the budget difference is $2,100. Employee compensation is not included.
Workforce plan Full-Period Comparison Compare those budget alternatives over identical January 1 through December 31 dates. If each rate applies all year, the difference is $2,100 for the year. This report does not compare employee compensation.

The worked example explains the salary and benefits calculations. A report describing proposed changes does not mean those changes have been applied.

Practice each workforce plan report

Use these exercises alongside the report lesson. Run reports before applying proposals when you need to preserve the original comparison. Check the workforce plan, its calculation time, the selected period, and a contributing position. Download results only with the required workforce plan and financial permissions.

22. Workforce plan Period Summary

Question: What budget and staffing does the workforce plan cover?

Access: View plans, View labor budgets. Downloading also requires Export labor budgets and Export plans.

Prepare: Use the original pay-review workforce plan and complete the report before applying its proposed changes. An active workforce plan refreshes its baseline automatically; the completed report keeps its original figures. Each row summarizes the workforce plan’s supported period measures.

Run: Open Reports, choose Workforce plan Period Summary, and enter these filters: workforce plan 2027 pay review. No extra date or department filter is required. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: Budget remains $84,000 for the whole year and staffing remains 1 FTE for the course position. A salary-only proposal has no budget or staffing increase. Use the separate compensation period report for employee cost.

23. Workforce plan Proposed Changes

Question: Which workforce or budget changes are proposed?

Access: View plans, View labor budgets. Downloading also requires Export labor budgets and Export plans.

Prepare: Use the planned July 1 full-time Casey assignment or the separate $72,100 budget-rate proposal. Each row identifies a proposed workforce or budget change and its selected application.

Run: Open Reports, choose Workforce plan Proposed Changes, and enter these filters: Select the separate hiring or budget practice workforce plan. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: Find the planned assignment, 1 FTE, and July 1 date, or the intended budget rate and date. Read the review/application progress. An entry in this report does not mean the change was applied. Use the compensation changes report for proposed salary.

24. Workforce plan Compensation Period Summary

Question: What does the salary proposal cost over the year?

Access: View plans, View actual compensation. Downloading also requires Export actual compensation and Export plans.

Prepare: Use the original saved 5% proposal. Each row reports compensation for the stated period.

Run: Open Reports, choose Workforce plan Compensation Period Summary, and enter these filters: workforce plan 2027 pay review. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: The full-year values are $72,000 before, $75,600 after, and $3,600 increase. January is $6,115.07 before and $6,420.82 after when monthly rows are shown. Check period dates before comparing a monthly amount with the year total.

25. Workforce plan Compensation Proposed Changes

Question: Which employee pay is proposed?

Access: View plans, View actual compensation. Downloading also requires Export actual compensation and Export plans.

Prepare: Use the 5% proposal before applying it, or review its preserved proposal history afterward. Each row identifies a proposed compensation change and its assignment.

Run: Open Reports, choose Workforce plan Compensation Proposed Changes, and enter these filters: workforce plan 2027 pay review. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: Find Avery’s $63,000 Annual salary (scaled by FTE), starting January 1, 2027. The existing benefit is inherited from approved information; it should not appear as an extra duplicate benefit proposal. Compare with the workforce plan selection.

26. Workforce plan Date Summary

Question: What is the workforce plan budget on one date?

Access: View plans, View labor budgets. Downloading also requires Export labor budgets and Export plans.

Prepare: Use the original pay-only workforce plan. Each row compares yearly budget and staffing amounts on the selected date.

Run: Open Reports, choose Workforce plan Date Summary, and enter these filters: workforce plan 2027 pay review; effective date January 1, 2027. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: Budget capacity and assigned budget remain $84,000 for the course position. Choose July 1 as a second date: with no budget or staffing proposal, those amounts remain unchanged. This is not a sum of the days since January.

27. Workforce plan Comparison

Question: How do two budget alternatives differ on one date?

Access: View plans, View labor budgets. Downloading also requires Export labor budgets and Export plans.

Prepare: Prepare one full-time practice position without benefits. The first workforce plan has a $70,000 annual budget rate throughout 2027; its copy proposes $72,100 from January 1. Each row compares supported budget/staffing values on the date.

Run: Open Reports, choose Workforce plan Comparison, and enter these filters: Select a practice workforce plan and comparison workforce plan; effective date January 1, 2027, included in both. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: Find a $2,100 yearly budget difference with unchanged 1 FTE. Reverse the primary and comparison selections and confirm the sign reverses. This report does not include employee compensation.

28. Workforce plan Full-Period Comparison

Question: How do two budget alternatives differ over their whole period?

Access: View plans, View labor budgets. Downloading also requires Export labor budgets and Export plans.

Prepare: Use the $70,000 and $72,100 full-year budget alternatives without benefits. Their start and through dates must match exactly. Each row compares full-period budget/staffing results.

Run: Open Reports, choose Workforce plan Full-Period Comparison, and enter these filters: Select the same two budget alternatives, both January 1 through December 31, 2027. Choose CSV, Excel (.xlsx), or On-screen summary, run the report, and wait for it to finish.

Check: The year difference is $2,100 because each rate applies all 365 days. A mismatched date range is rejected; merely overlapping dates are insufficient. Reverse the alternatives to explain the sign. Use compensation period reports for salary alternatives.