Use this page to to perform a manual headcount reconciliation. You can set up new hires and apply a wide range of criteria to each. You can also indicate that to-be-hired tasks are complete.

TBH Templates

You can use the templates for to-be-hired (TBH) data, or you can use the grids below. To use the templates:

  1. Select Export TBH Template to download the template.
  2. Add TBH data to the template.
  3. Select Import TBHs to import the data into Anaplan.

Grids

TBH Planning 

  1. Use the top dropdown to select the forecast scenario (top of page).
  2. Highlight a field in the Quantity column.
  3. Use the dropdowns in the next three columns to enter job details.
  4. Enter dates in the date columns.
  5. Use the dropdowns in the next eleven columns to add pay details.
  6. Check or clear the box in the Close TBH? column.

Filter TBH Employees (right grid)

Use this filter to find TBH employees by department or entity. Your selections populate the first grid with previously input TBH data.

  1. Use the dropdown to select an employee (end of grid).
  2. Check or clear the box in the Terminate? row.

Create and Delete TBH (lower grid)

Follow the instructions on the grid.

Monthly Expenses (bottom grid)

Use the grid dropdowns to select the:

  • Currency 
  • Amount type 
  •  Forecast scenario 

Also see Page options.