Learning Videos

How to use your Planning System

Promethean Cloud Planning Video Series

Overview Videos

Workforce Planning Learning Series

Financial Planning Learning Series

Financial Planning Overview

Workforce Planning Overview

Configuring Substitution Variables

Overview

2.01 HR Assumptions

2.02 Modifying General Benefits

2.03 Location-Specific Benefits

2.04 Modifying Retirement Benefits

2.05 Modifying Merit Rates

2.06 Modifying Tax Assumptions

2.07 Compensation Planning

2.08 Adjusting Employee Salary

2.09.1 Departing an Employee

2.09.2 Transferring an Employee

2.09.3 Promoting an Employee

2.09.4 Adding a New Hire

2.09.5 Updating with Latest Roster

2.10 Configuring Substitution Variables

2.11 Recalculating General Compensation

2.12 Reports Card

2.13 Workforce to Financials Integration

Financial Planning Overview

1.00.1 Setting Up Your User Variables

1.00.2 Configuring for New ERP Closed Month

1.01 General Overview

1.02 Overview Card

1.03 Expense Trend Method

1.04 Expense Direct Input Method

1.05 Expense Driver-Based Planning

1.06 Revenue Direct Input Method

1.07 Revenue Trend-Based Planning

1.08 Revenue Driver-Based Planning

1.09 Vendor Spend

1.10 Prepaids

1.11 Capex