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Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

  • 1.  Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-14-2022 08:17
    I am looking for a guide that I can share with our contributors on the Workforce Planning template. This template is new for our users this year and I would like to provide them a resource to familiarize them with the process. I would also like to use it as a starting point for me to create our own instruction manual adjusted for our specific organizational setup and use. Is there anything available to assist me with completing this? Any assistance you can provide is appreciated and I thank you in advance. :)

    All my best,
    Tasha

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    Tasha Orange
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  • 2.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-17-2022 09:33
    I am in the same situation as Tasha, i.e. using the Workforce Planning Template this budget cycle for the first time,  and would also appreciate any help.  Thanks, Tasha, for asking the question.

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    David Levy
    CFO
    National Alliance on Mental Illness
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  • 3.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-18-2022 09:50
    I'm new to this Plan to Grow group.  If it is found that there is a guide,  please post the location.  Much Appreciated.

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    Craig Brosseau
    VP Finance
    ARKRAY USA
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  • 4.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-18-2022 14:04

    Hi Folks!

    Thanks for bringing up this question @Tasha Orange!

    Here is a helpful Knowledge Base article you can access from within your Vena tenant:
    Vena Contributor Guide
    Vena Contributor Guide - V365 connect

    Both articles have a pdf that walks through a contributor on how to log in, get set up, check out and review files. As well as a .docx file that you can customize for your specific use cases!

    I hope this helps!

    Thanks,
    Glen



    ------------------------------
    Glen Camden Camden
    Vena Solutions
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  • 5.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-19-2022 13:47
    Hi everyone!

    We also have a free CPE/CPD accredited on-demand course at Vena Academy, which might be a helpful resource. I'll link it below. If you are new to Vena Academy, you must register for a free account before taking the course. Please feel free to forward this link.

    Workforce Planning with Vena

    More on Vena Academy:

    Vena Academy is the learning destination where finance, operations and business leaders grow their careers through CPE/CPD accredited courses ranging from soft skill development to technical product training.


    @Tasha Kammerzell, @Craig Brosseau and @David Levy I hope that this is helpful.


    ​​​​

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    Giovanna Reinking
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  • 6.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Venanite
    Posted 10-24-2022 13:45
    Hey Everyone,

    In addition to what is on the contributor guide, I suggest including the following information,
    • List of benefits, taxes, bonuses etc. being calculated on the template
    • Emphasize how permissions impact data being viewed
    • The best way to review the information from the Workforce template on other reports and templates 
    • Screenshots to show the flow of interaction with the template
    Best,
    Adel

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    Adel Sheikh
    Practice Manager
    Vena Solutions
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  • 7.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-24-2022 14:37
    I still don't think we have an answer to the question that Tasha posted 10 days ago (unless I am missing something).  Is there a guide to using the Workforce Planning Template or not?
    I understand there's a Vena Academy course but we're looking for a guide to distribute to our users.  The information in the Vena Contributor Guides doesn't seem to be relevant to Workforce Planning (although useful in a number of other ways - thanks for mentioning it!).
    Thanks.

    ------------------------------
    David Levy
    CFO
    National Alliance on Mental Illness
    ------------------------------



  • 8.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Venanite
    Posted 10-25-2022 10:05
      |   view attached
    Hey @Tasha Orange and @David Levy! This isn't official Vena documentation, but a member of our internal finance team put it together and it might be a good starting point. It goes through the different sections of the template and how to use it at a high level. Our implementation has some customisation so some parts might be irrelevant/need a little tweaking. ​​

    ------------------------------
    Olivia MacDonald
    Manager, Financial Systems and Operations
    PwC
    ------------------------------

    Attachment(s)



  • 9.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-25-2022 12:00
    Thank you @David Levy for clarifying what I am trying to obtain.

    Thank you @Olivia MacDonald for sharing this document. This is in line with the resource I need and I appreciate the Vena team for putting it together! Do you happen to have this same resource in a .docx format (to allow for editing some of these details as necessary to suit our organizational needs)?​​

    I also appreciate everyone who provided the various other details and resources relative to my inquiry. You are all great!!

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    Tasha Orange
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  • 10.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Venanite
    Posted 10-25-2022 12:06
      |   view attached
    @Tasha Orange sure! It's just missing the comments that highlight areas that would be inconsistent with your own solution. You can take the watermark off by going to the Design tab too if you want to work within this doc.

    (shout out to @Toyin Olopade for creating this #superstar )​​​

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    Olivia MacDonald
    Manager, Financial Systems and Operations
    PwC
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    Attachment(s)



  • 11.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-25-2022 12:11
    Thanks, so much @Olivia MacDonald! And thank you so, so, much to @Toyin Olopade!! I appreciate all of you at Vena, tremendously, for taking the extra time and effort to provide this. :)​​

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    Tasha Orange
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  • 12.  RE: Is There a Workforce Planning Contributor Guide or Resource to Provide to End Users?

    Posted 10-25-2022 12:39

    Thanks Olivia and Toyin!  I appreciate the effort it took to pull this together but it will be very helpful to my users (and me).  Thanks again!

     
    ‑‑
    David Levy, MBA, MS
    Chief Financial Officer
    National Alliance on Mental Illness (NAMI)
    Direct: 703‑516‑7236