Events
Employee Event

Employee Event

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SMB Event
Capacity Event
Multi Record
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The Employee Event is used to model both individual employees, but also for modelling placeholder groups of employees. This is a specialty Event and tracks both employment expenses and the number of employees. It is also used to create “shadow accounts” for capacity calculations.
Wages, payroll and contractors can be the primary expense for a business. The Employee Event supports a range of calculations from overtime, hourly vs salary, individual and group calculations, and in some regions, advanced payroll calculations like Employment Insurance and Pension contributions.
Can be used for ...
Use the Employee Event to model current staffing, plan for future hires, or build placeholder Scenarios with entire segments of Employee types and roles.
Common Connections
The Employee Event can be a standalone Event our used in more advanced Scenarios involving Resources, Capacity and Outbound Sales modelling.
 
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Example Files

(coming soon)

Event States

The Employee Event distributes employment expenses for an individual or a group of employees, over time. It also keeps track of the number of Employees of a given role, department etc.

Specific

  • Used for a specific individual to capture employment expenses

Placeholder

  • Used for a cohort or group of employees by type to capture employment expenses

Hourly

  • Calculates employment expenses assuming an hourly rate for the employee(s)

Salary

  • Calculates employment expenses assuming an yearly salary for the employee(s)

Edit Details Pane

Interface for an individual employee and an hourly rate calculation.
Interface for an individual employee and an hourly rate calculation.
Interface for a Placeholder calculation (supports multiple employees of a type) and hourly calculations.
Interface for a Placeholder calculation (supports multiple employees of a type) and hourly calculations.
 
Interface for a Placeholder calculation (supports multiple employees of a type) and salary calculations.
Interface for a Placeholder calculation (supports multiple employees of a type) and salary calculations.

Event Fields

Field Name
Description
Specific Section
This section is used to enter data for an individual current employee or future hire.
Expense Type
The Expense Account that you want to assign the payroll to.
Select Employee Account
The nested Employee Account that you want to assign counts of employees to.
Location
Uses Google Maps API to set a location for the Employee. This field will eventually be used to help run location based calculations like taxes and overtime calculations.
Average Hours Per Week
The number of hours per week that this employee works/will work.
Start Date
The date that this Event will start calculating and assigning employee expenses and employee counts.
End Date
Optional. The date that this Event will stop calculating and assigning employment expenses and employee counts.
Placeholder Section
This section is used to enter data for a group or cohort of current employees or future hires.
Number of Employees
The number of employees to use when calculating payroll and employee counts when making group/cohort calculations
Hourly Section
This section calculates payroll using hourly calculations. This section can be hidden and visibility will eventually be permission based.
Hourly Rate
The per hour rate that the employee(s) earn or will be earning.
Payment Frequency
The frequency or cadence of the payroll payments.
Salary Section
This section calculates payroll using salary calculations. This section can be hidden and visibility will eventually be permission based.
Annual Salary
The yearly salary that the employee(s) earn or will be earning.
Payment Frequency
The frequency or cadence of the payroll payments.

Accounts

The Employee Event is a specialty Event and augments two types of Accounts in whatifi:
Expenses and Employee.
 
By default, we supply:
  • Expenses > Employment Expenses
  • Expenses > Cost of Labour
 
Create Custom Accounts if you want to track more granular details. For example:
  • Expenses > Employment Expenses > Toronto Employment Expenses
  • Expenses > Employment Expenses > Los Angeles Employment Expenses
 
When you assign an Employee to a Role Account, you will need to create nested Employee Accounts. This can be done within the Employee Event Details Panel or can be created, in advance, using the Custom Accounts Manager under Settings. For example:
  • Employees > Artists > Compositors
  • Employees > Management > Supervisors
  • Employees > Salespeople > Junior Sales Reps
 
Employees is a specialty Account. It track the number of Employees in each role.
 
When creating an Employee Custom Account, whatifi also automatically creates corresponding Shadow Accounts. Shadow Accounts are nested Accounts that have the same structure as your Employee Accounts, but are used to reconcile Capacity related needs - like Employees Needed and Employees Capacity
 
  • Employees > Artists > Compositors
  • Employees Needed > Artists Needed > Compositors Needed
  • Employees Capacity > Artists Capacity > Compositors Capacity