The Board staffing plan view consists of a number of tabs:
- Summary per year
- Financials per year
- Pupil forecast per year
- Staff per year
- Summary per cost centre
- Financials per cost centre
- Pupil forecast per cost centre
- Staff per cost centre
The displayed data are set up by the functional manager. Based on the user's authorisation, the ‘per year’ views will display the data at the total level and the ‘per cost centre’ views will display the cost centre data side by side.
Changing a filter in one of the tabs automatically changes the filter in all other tabs.
You must go through a number of steps before you can use this report. Please see the use case: Setting up the board staffing plan
Summary per year
Financials
This section provides a summary of the financials, pupil forecast and staff components. Use the filters at the top of the view to change the cost centre, the status and/or the financial/school year. The figures are displayed before or after reallocation depending on the selected filter. Changing a filter change it in all of the tables on this tab.
The first section displays a summary of the financial items. More details can be found in the Financials tabs.
Pupil forecast
The second section displays a summary of the pupil forecast. More details can be found in the Pupil forecast tabs. Information about pupils is only available in school years and is therefore displayed per reference date of October regardless of the selected filter.
Staff
The last section consists of two tabs. The Reference date Oct 1 tab displays the FTE values per task category as of Oct 1 of the (school) year. The Average FTE tab displays the FTE values per task category as an average over the whole (school)year. More details can be found on the Staff tabs.
Financials per year
Based on the selected options, this tab displays the general ledger accounts for the selected cost centre.
Pupil forecast per year
You can select the data (facts) you would like to see in the top section of the Pupil forecast per year tab. The facts you ticked will display in the table.
A default number of facts will display. If you’d like to display more facts, please contact a Anago consultant.
Staff per year
This tab consists of two tabs: Average FTE and Reference date FTE.
This tab displays the number of FTE and total salary costs for all cost centres per task category as of October 1 of the (school) year and October 1 of the next four years.
In both the Average FTE and Reference date FTE tabs, clicking on a cell in the table displays a second view.
This second view displays the employees’ detailed information.
Based on the user’s authorisation, all of the views can be created with several cost centres side by side.