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Workday Adaptive Planning Knowledge Center

Workforce Planning Model Components

Describes the sheets, levels, versions, accounts, and custom dimensions of the workforce planning package for Workday HCM, including what you can and can't change.

Workforce planning is an Adaptive Planning instance that uses your Workday HCM data. The model foundation includes dimension and data loaders, top-down and bottom-up modeled sheets, dimensions, and formulas.  

Understand:

  • The model components and how they relate to each other. 
  • What you can change and not change in the model. 

To get started, see Steps: Set Up Workforce Planning with Workday HCM

Versions

Your instance comes with an actuals version and three plan versions: 

  • Current Working Plan: Your data loaders load data into this version. 
  • Current Year Annual HC Plan
  • YYYY Strategic Workforce Plan

Follow the do's and don'ts for versions to avoid destroying the underlying logic of the model.

Don't Do (optional)
  • Delete existing versions.
  • Create more plan versions.
  • Edit the settings of the existing versions.
  • Update the YYYY Strategic Workforce Plan with the year in place of YYYY.

See Versions.

Accounts

The instance includes standard general ledger accounts and a series of cube and modeled accounts specific to workforce planning.

Follow the do's and don'ts for accounts to avoid destroying the underlying logic of the model.

Don't Do (Optional)
  • Delete or edit the account settings of the cube or modeled accounts.
  • Use general ledger accounts.
  • Create custom accounts. 
  • Add these accounts to new sheets you build.

See Accounts.

Levels

You can map any one of these three Workday dimensions to your Adaptive Planning levels:

  • Company Level. This is the preferred dimension for levels.
  • Cost Center Level.
  • Supervisory Org Level. 

Load the remaining two that you didn't map to levels as custom dimensions. This offers the flexibility needed to model different workforce scenarios. 

Once you run the level loader, your level hierarchy reflects the dimension in you chose from Workday HCM.

Don't edit, create, or delete levels to avoid destroying the underlying logic of the model.

Custom Dimensions

Your instance comes with several custom dimensions. The loaders create dimension values for many of the dimensions. The dimensions may appear as columns in your workforce planning sheets. You and your team select the values from dropdown menus in the cells.

Follow the do's and don'ts for custom dimensions to avoid destroying the underlying logic of the model.

Don't Do's (optional)
  • Delete any existing dimension.
  • Edit the settings of any existing dimension.
  • Add any existing or new dimension to existing sheets.
  • Add, edit, or delete the dimension values of the following dimensions:
    • Company if it's not used for levels
    • Cost Center if it's not used for levels.
    • Employee Type 
    • Job Requisition
    • Job_Profile
    • Location
    • Management Level
    • Positions
    • Position_Status
    • Supervisory Org if not used for levels
    • Worker

To see where these dimension can be found in the model, see Workforce Planning Staging Tables and Loaders.

  • Create new dimensions.
  • Add new dimensions to new sheets.
  • Create or edit the dimension values for the dimensions not listed in the Don't list. 

See Custom Dimensions and Attributes.

Attributes

Adaptive Planning offers level, account, and dimension attributes. Attributes tag the levels, accounts, and dimension values. The attributes provide different groupings of data for reporting.

When you run the dimension loaders, two attributes load with the dimensions. The attribute values are preset and defined in the Workday custom reports:

  • Location_Country tags the Location dimension. The values are loaded with the Location dimension loader.
  • Worker Type tags the Worker dimension. It is loaded with the Worker dimension loader.

Follow the do's and don'ts for attributes to avoid destroying the underlying logic of the model.

Don't Do (optional)
  • Delete or edit the loaded attributes.
  • Create, edit or delete the attribute values of the loaded attributes. 
  • Change the attributes of dimensions loaded from Workday HCM.
  • Create attributes and values. 
  • Tag dimensions not loaded from Workday HCM.

See Custom Dimensions and Attributes.

Sheets

Your instance includes pre-built sheets.

Follow the do's and don'ts for sheets to avoid destroying the underlying logic of the model.

Don't Do (Optional)
  • Delete any existing sheets
  • Remove columns, accounts, or dimension in sheets.
  • Add dimensions or attributes to existing sheets.
  • Remove dimensions or attributes from existing sheets.
  • Use sheets that are future developments to the workforce planning model.
  • Add data to all the sheets. See Using Sheets.
  • Build new sheets. See Building Sheets.
  • Add display columns, accounts, and dimensions to sheets.

 

User-Assigned Sheets

For your team to view and edit the data, assign them to the sheet and direct them to Assumptions.  To assign users, go to Modeling > User Assigned Sheets. See Assign Levels or Users to Sheets

Sheet Name Use Affected Sheets or Data
All Assumptions Standard sheet where you enter global strategic workforce drivers that calculate accounts in the Bottom Up: Position Management  and Bottom Up: Job Management sheets.
  • Bottom Up: Position Management
  • Bottom Up: Job Management
==HR Operations Assumptions== Serves as a sheet list header -- this sheet is not meant to be used to display data None
Strategic Plan: Locations Assumptions For future development to the workforce planning model. Cube sheet for US-based benefits.  None
Details Plan: Location Assumptions For future development to the workforce planning model. Cube sheet for international-based benefits.  None
FX Assumptions For future development to the workforce planning model. Cube sheet for currency exchanges.  None

Level-Assigned Sheets

For your team to view and edit the data in these sheets, give them access rules with access to at least one level on the sheet. Then, direct them to Sheets. To add or remove levels from the sheet, go to Modeling > Level Assigned Sheets. See Assign Levels or Users to Sheets

Sheet Name Use Affected Sheets or Data
Top Down vs Bottom Up (Headcount Variance)

For future development to the workforce planning model. Cube sheet finds gaps between the leadership's headcount targets and the supervisory org's requests. Pulls data from:

  • Bottom Up: Aggregated (Position + Job Management) Plan 
  • Top Down Strategic Headcount Plan
N/A
==Headcount Planning Model== Serves as a sheet list header -- this sheet is not meant to be used to display data  
Top Down Strategic Headcount Plan

For future development to the workforce planning model. Cube sheet where leadership enters quarterly headcount budgeted per level (company, cost center, supervisory org).

Top Down vs Bottom Up (Headcount Variance)
Bottom Up: Position Management Plan

Modeled sheet where the organizations plan positions when the staffing model is position management. Use this sheet to track new hires, filled positions, and open positions. 

This is also the sheet you select when you publish headcount plans or workforce action plans to {{workday}}.

Requires the Salary Detail permission to view.

Bottoms Up: Aggregated (Position + Job Management) Plan

Dimension values in cell dropdown menus and some of the data in this sheet are loaded from Workday HCM. See Workforce Planning Staging Tables and Loaders.

Use loaders to update the sheet after you create positions in Workday HCM. 

Bottom Up: Job Management Plan

Modeled sheet where the organizations plan job requisitions that fill positions when the staffing model is job management. Use this sheet to track new hires and jobs. 

This is also the sheet you select when you publish headcount plans to Workday.

Requires the Salary Detail permission to view.

Bottoms Up: Aggregated (Position + Job Management) Plan

Dimension values in cell dropdown menus and some of the data in this sheet are loaded from Workday HCM. See Workforce Planning Staging Tables and Loaders.

Bottoms Up: Aggregated (Position + Job Management) Plan

Cube sheet where you can review and analyze the combined headcount plan from:

  • Bottom Up: Position Management Plan 
  • Bottom Up: Job Management Plan 

Requires the Salary Detail permission to view.

Top Down vs Bottom Up (Headcount Variance)

Some of the data in this sheet is loaded from Workday HCM. See Workforce Planning Staging Tables and Loaders.

==Workforce Planning Models== Serves as a sheet list header -- this sheet is not meant to be used to display data  
Worker Data

Modeled sheet that lists the hire date, termination date, and current salary of employees. 

We don't recommend storing sensitive data, such as those covered by your region's privacy policies.

Requires the Salary Detail permission to view.

The data in this sheet is loaded from your Workday HCM. See Workforce Planning Staging Tables and Loaders.