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Administrator Guide
Last Updated: 2024-05-31
Create Headcount Plans

Create Headcount Plans

  • Create and activate a workforce planning configuration manager with:
    • Supervisory Organization configured for Level.
    • Use Plan and Execute Tasks
       selected.
  • Create and set up an integration system user (ISU) for headcount planning on the
    Adaptive Planning
     tab of the
    Tenant Setup
     report.
  • Configure the
    Headcount Planning
     business process security.
  • Security:
    Process: Headcount Planning
     domain in the Adaptive Planning for the Workforce functional area.
You can create a headcount plan that you use:
  • For bottom-up, position-level workforce planning with a more intuitive experience that also provides the data needed for financial planning.
  • To initiate a decentralized planning process by dimension while maintaining a single plan.
When you create a headcount plan, you create My Tasks items for both:
  • A plan controller who manages the business process event.
  • Plan participants who contribute to their parts of the plan.
These My Tasks items include links to forms for position data entry.
We distribute My Tasks items to plan participants with links to their parts of the plan based on:
  • Dimension access.
  • How you configure the
    Headcount Planning Event
     business process.
  • Your users' roles in the supervisory organizations.
When participants create or edit positions for their parts of the plan, we display options to select based on:
  • The level and dimensions that you filter for on your workforce planning configuration manager. If you only include a subset of those levels and dimensions when you create the headcount plan, we display options based on the subset to planners.
  • Whether the users have access to this level.
  1. Access the
    Configure Headcount Plan
     task.
  2. Select a workforce planning configuration manager.
    When you select existing planning configuration managers, you can only select planning configuration managers that use the
    Use Plan and Execute Tasks
     option.
  3. Either create a new headcount plan or edit an existing headcount plan.
    You can only edit existing headcount plans with no events in progress.
  4. As you complete the task, consider:
    Option Description
    Top Level Hierarchy
    We automatically use the top-level hierarchy from your workforce planning configuration manager.
    Supervisory Organizations
    Select the supervisory organizations that the plan controller and plan participants have headcount planning roles on. These supervisory organizations must use the position management staffing model.
    We only display supervisory organizations that are subordinate to the top-level hierarchy.
    From
    To
    Select the effective dates for:
    • Plan start date.
    • Plan end date.
    Reporting Currency
    We automatically populate this field with the default currency of the Workday tenant. Ensure that this currency matches the reporting currency of your Adaptive Planning model.
    Table and Form Settings
    The columns that you display to plan participants as they enter data. When your planners view the headcount plan from their My Tasks items, we display the column order on the grid in this order.
    We automatically populate this table from the
    Roster Sheet
     page of your workforce planning configuration manager.
    We don't automatically populate attributes from the
    Roster Sheet
     page of your workforce planning configuration manager. You must manually add them.
When you submit, we:
  • Create and distribute the My Tasks items.
  • Create the plan version that's associated with the headcount plan.
You can cancel the
Headcount Planning
 business process event and delete the:
  • My Tasks items for the shared participation controller and participants.
  • Baseline version and working plan version associated with the headcount plan.
While the business process is in progress:
  • If a reorganization occurs and the worker assigned to a plan participant role changes, we only remove the
    Headcount Planning Participant Detail Event
     from the My Tasks of the outgoing worker. We retain any saved changes made to the plan by the outgoing worker.
  • We lock the corresponding Adaptive Planning baseline version. We lock the plan version after the business process completes.
We recommend that you load your target KPI data after you submit so that planners can plan using those targets. Your planners see this KPI data above the headcount plan when they enter position data.
Access the
View Headcount Plan Configuration
 report to view the:
  • Headcount plan configuration.
  • Headcount plan using the
    Launch
     button.
  • Status of the background jobs that keep this level in sync with Adaptive Planning. This status includes the status of version creation in Adaptive Planning.
  • Status of the plan.