TRESIO offers an HR planning tool suited for companies and businesses that want to manage their employees and associated expenses in one place.
How to manage employees and expenses
On the “HR Planning” screen, you can set up an unlimited number of employees for any number of companies. Companies operating branches worldwide benefit from the wide range of currency options, allowing them to reflect their employees and salaries according to local conditions. There are also various payment frequency options, allowing companies to adjust periodicity, for example for freelance positions: this further increases the versatility of the HR planning tool.
What the HR Planning screen shows:
- Source – Employees can be entered manually, uploaded via spreadsheet, or imported through our integration with Deel
- Employee – unique name of the employee
- Currency – currency of the employee’s salary and other expenses
- Start date – date the employment contract begins
- End date – date the employment contract ends
Important, before you start adding new employees:
Configure Salary Settings and Assign Expense Categories
Before you enter new employees, define in the Category & cost settings how your personnel costs are categorized in TRESIO. This is structured in two steps:
First, you assign one category each to the three main categories Salary category, Social expenses category, and Other personnel cost (e.g. “Personel expenditure”, “Social expenditure”, “Other personnel expenditure”). To do this, please click the “Salary settings” button.
A new popup screen appears, in which you can assign net salary, social expenses, other personnel costs, and other expenses to specific categories, which will then be displayed in TRENDS.
Afterwards, under “Add additional expenses category”, you can define as many additional expense types as you like (e.g. “13. Salary”, “Commission”, “KTG”) and assign each of them to one of the three main categories.
By default, all added additional expenses fall into the “Not classified” category. To change the default, simply click the corresponding “Expense type” field to enter the name of the additional expense, and select the desired category in the “Category” field.
Important: Correctly assigning categories is essential for accurate display in the liquidity forecast, in reports, and in TRENDS. As long as an additional expense is not assigned, it will appear as “Not classified” – we therefore recommend deliberately assigning every expense category before you begin entering employees. In addition, categories such as HR planning, which do not generate an invoice, must be marked as “is fix” in the category settings. You can find out how to set this up in the article on categories.
How to Set Up a New Employee in TRESIO
To add a new employee, please click the “New” button. You can enter the employee’s full name as well as the start and end date of the employment contract. You can also select the currency in which payments will be made.
The entry form is organized into three tabs:
Net salary: Here you enter the Full payment (incl. Advance) (regular salary) as well as, if needed, an Advance payment (e.g. for salary advances), each with its own frequency and next occurrence.
Social and other expenses: Here you enter the Social expenses and the Other expenses separately.
Additional expenses: Here, all expense types you previously defined in the Category & cost settings appear automatically as a table. Enter the amount, frequency, and start date individually for each employee here.
You can create new entries, edit, duplicate, or delete existing ones, and export the list.
Your entered HR planning data flows into TRENDS as outflows under the HR cost category. In addition, you have the option to display each employee individually. You can find out how to set up this view in the article on TRESIO TRENDS.
Note: HR planning itself does not support direct scenario planning. If you would like to model different personnel scenarios, you can do this via the planning data. You can find more information in the article on scenario planning.
How to Import HR Data via Deel
To enable automated HR data import, please configure the Deel integration. Once the integration is activated and “Activate automatic updates” is selected, contract data will be imported into TRESIO every night. If an ad-hoc import is required, you can use the “Update via API” option for an immediate update.
Deel allows your company to hire personnel worldwide. Through the interface, all contracts from Deel are imported into TRESIO and taken into account for HR cost planning.
Tutorial video (05:29)
If you’re interested in learning more you can watch our tutorial video.