Key Concepts for Scenarios
Essential concepts for working with scenarios
What Is a Scenario?
An editable copy of your Main Org where you model future changes without affecting the current live data. Changes in scenarios are completely isolated from Main Org until you choose to implement them.
Typical workflow: Main Org (current state) → Create scenario → Model changes → Review impact → Submit for approval → Implement
Change Types
Addition (green outline) - New position created; increases headcount and cost.
Reduction (red outline) - Existing position closed; decreases headcount and cost. Types: RIF and Exits.
Modification (icon only, no color) - Changed attributes on existing position (title, salary, department, manager). May increase or decrease cost.
No Change - Position exists in both the Main Org and scenario; no attributes modified.
Before / After / Changes Views
Show Before - Main Org (current reality); your baseline
Show After - All scenario changes applied; the proposed future state
Show Changes - Delta only; shows +/- per department; best for communicating impact
OpEx Panel (Scenario Changes & Impact)
The OpEx Panel is the side panel where you review all scenario changes and their impact. It shows headcount additions and reductions, net headcount change, net cost impact, and breakdown by department. You can toggle between cost and headcount views, and see changes grouped by effective date. The OpEx Panel is also where you submit scenarios for approval. See Scenario Changes & Impact.
Effective Dates
Date when a planned change takes effect. Set different dates on different changes in the same scenario to model phased rollouts. Forecast shows the time-phased impact. See Time-Based Planning.
The Bench
Holding area for employees detached from positions but not yet placed elsewhere. Useful for modeling internal transfers: detach from Position A → assign to Position B. The bench is a planning construct only.
Scenario Views
Org Chart - Visual hierarchy; drag-and-drop; best for structural changes
Directory - Table view; bulk operations; best for mass edits and filtering
Forecast - Time-phased projections; headcount/cost by period
Workforce Hub - Analytics charts (SOC, distribution, heatmap); before/after comparison
Approval States
Draft (editable) → Submitted/Pending (locked) → Approved (locked) → Rejected (editable for revisions). Once approved, scenarios lock to preserve the approved state.
Scenario Comparisons
Compare 2 scenarios side-by-side: cost, headcount, structure, org health metrics. Create Option A and Option B and use comparisons to choose the best approach for leadership. Comparisons must be started from the homepage.
Projects (Optional)
Group related scenarios under a project for larger initiatives. Example: "2026 Restructuring" project containing Engineering Reorg, Sales Consolidation, and G&A Cost Reduction scenarios.
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