Workforce Planning Model Components
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) |
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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) |
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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) |
To see where these dimension can be found in the model, see Workforce Planning Staging Tables and Loaders. |
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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) |
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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) |
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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. |
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==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:
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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:
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. |