For the complete documentation index, see llms.txt. This page is also available as Markdown.
Scenarios Overview
Introduction to scenario planning
What Is a Scenario?
Scenarios are editable copies of your organization used for planning future changes.
Each Scenario begins as a snapshot of Main Org at the time it is created. Changes made in a Scenario do not affect Main Org.
Use Scenarios to model reorganizations, hiring plans, budget adjustments, and structural changes before implementing them.
Three Scenario Types
When creating a Scenario, you can choose the type that matches your scope and purpose:
Partial Org (recommended) - Includes a selected portion of the organization, such as a department or reporting line. Best for focused changes within a specific team or area.
Full Org - Includes your entire accessible organization. Best for company-wide planning or large-scale restructuring.
New Org - Starts with a blank structure. Best for designing a new department from scratch.
The Scenario Lifecycle
A Scenario typically moves through the following stages:
Create - Generate a Scenario from Main Org.
Model - Make structural and data changes.
Analyze - Review headcount and cost impact.
Compare - Evaluate alternative Scenarios.
Collaborate - Share and gather feedback.
Approve - Submit the Scenario for review.
Implement - Apply approved changes in your Org.
Key Features
OpEx Panel (Impact Tracking)
Track the impact of your changes in real time.
The OpEx Panel summarizes:
Additions
Reductions
Data changes
Headcount impact
Cost impact
Use it to monitor the overall effect of your proposed changes.
Time-Based Planning
Model changes using effective dates.
Plan hires, exits, or structural updates over time and evaluate headcount and cost projections accordingly.
Scenario Comparison
Compare multiple Scenarios to evaluate different planning approaches.
Review differences in headcount, cost, structure, and key metrics before selecting a preferred option.
Approval Workflows
Submit Scenarios for formal review, including routing them through multi-level approvers while maintaining a full audit trail of all changes.
Scenarios vs. Main Org
Scenarios
Main Org
Future state / what-if
Current state
Fully editable
View-only
Unlimited versions
One version
Manually created
Synced from HRIS
Point-in-time snapshot
Real-time data
When to use Main Org: When you need to explore, search, analyze, or understand your current organization.
When to use Scenarios: When you need to model changes, plan reorganizations, or test different structures.
Getting Started
Main Org > Create Scenario (top right) or Homepage > "+" button
Choose Partial Org > select scope
Name clearly: For example, "Engineering Q2 2026 Reorg"
