Concept: Workforce Planning with HCM

Workforce planning helps you find the right people with the right skills for the right jobs.

Workday

Adaptive Planning provides different ways for you to plan for your workforce:

Personnel sheet in your financial planning instance.

A separate workforce planning instance with a foundational model to use with Workday Human Capital Management (HCM).

Other options you can discover with your customer success manager.

Personnel Sheet

Modeled sheet that you can use to track and plan data for personnel.

Requires a financial planning instance.

Feeds into data in other sheets of your financial planning model.

Best suited more for the financial impact of personnel.

Separate tenant from financial planning. You don't need to have a financial planning tenant to have a workforce planning tenant.

Requires HCM.

Requires that you configure Adaptive Planning for HCM.

Includes a pre-built foundational model with integration loaders and dimensions to sync with your HCM data and metadata.

Enables you to drill from Adaptive Planning sheets and reports to HCM data and objects.

Enables you to publish the data you collected from your plan to create positions and job requisitions in HCM.

Enables you to schedule integration tasks to continuously feed updated HCM data into Adaptive Planning.

Provides the

Manage Workforce Planning Configuration

task in Workday to automatically generate and load Adaptive Planning data, metadata, and modeled sheets.

The workforce planning foundational model comes with your separate workforce planning tenant. It includes:

Custom reports in Workday Customer Central: Holds all the Workday HCM data and metadata you need to populate the workforce planning model.

Custom dimensions: Match the Workday dimensions in the custom reports.

The Workday credential in Adaptive Planning

Design Integrations

: Connects Adaptive Planning to HCM.

Workday data sources and loaders in Adaptive Planning

Design Integrations

: Loads your HCM data and dimension values from the custom reports into the model.

Pre-built sheets: Configured to help you plan your workforce with the loaded data.

Changes you make to the workforce planning model's structure can destroy the underlying logic.