Workforce Planning Staging Tables and Loaders

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.

Running the loaders is one step of the workforce planning setup. To get started, see Concept: Workforce Planning with HCM. The loaders that you run when you get started with workforce planning add:

Levels.

Custom dimension values.

Associated custom dimension attributes.

The data associated with the corresponding

Workday

report in some cases.

Navigation

From the nav menu, go to

Integration

Design Integrations

Workforce Planning Data Sources, Loaders, and Results

For step-by-step general instructions, see Run Loaders.

Run or schedule the loaders to run in the order listed in the table.

Level Loaders: The
Workday
dimension you load into levels appears on all sheets. This is because all sheets require levels. For levels you can choose Company, Cost Center, or Supervisory Org. Load the remaining two as custom dimensions.

Workday
Report Source
Adaptive Planning
Data Source and Loader Name
Result
Sheets with the Dimension or Data

Planned Dimensions/Hierarchies
Company Level
Loads company dimension as levels into the model and all sheets.
Use only if you didn't use Company Cost Center Level and Supervisory Org Level.

All

Planned Dimensions/Hierarchies
Cost Center Level

Loads cost center dimension as levels into the model and all sheets.

Use only if you didn't use Company Level and Supervisory Org Level

All

Planned Dimensions/Hierarchies
Supervisory Org Level
Loads company dimension as levels into the model and all sheets.
Use only if you didn't use Company Cost Center Level and Company Level.

Recommend that you use the Workday Supervisory Org dimension to load into Adaptive Planning levels.

All
Dimension and Attribute Loaders: Workday
Report Source
Adaptive Planning
Data Source and Loader Name
Result
Sheets with the Dimension

Planned Dimensions/Hierarchies
Company
Loads dimension values.
Use only if you didn't run the Company Levels loader for levels.

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

Planned Dimensions/Hierarchies
Loader name: Compensation Grade
For future developments. Do not run.
None

Planned Dimensions/Hierarchies
Cost Center
Loads dimension values.
Use only if you didn't run the Cost Center Level loader.

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

PLN-Initiatives
Initiatives
For future developments. Do not run.
None

PLN-Job Profile Dimension
Data source: Job Profile with Attributes
Loader name: Job Profile

Loads dimension values.

Bottom Up: Position Management Plan
Bottom Up: Job Management Plan
Bottom Up: Aggregated (Position + Job Management) Plan

Planned Dimensions/Hierarchies
Job Requisition
Loads dimension values.

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

PLN-Location as Bus Site
Location
Loads dimension values tagged with Location_Country attribute values.

Bottom Up: Position Management Plan
Bottom Up: Job Management Plan
Bottom Up: Aggregated (Position + Job Management) Plan
Strategic Plan: Location Assumptions

Planned Dimensions/Hierarchies
Management Level
For future developments. Do not run.
None

Planned Dimensions/Hierarchies
Data source: Positions
Loader name: Position Dimension

Loads dimension values for Positions Restrictions v2.

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

Planned Dimensions/Hierarchies
Supervisory Org
Loads dimension values.
Use only if you didn't load Supervisory Org for levels.

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

PLN Worker Dimension
Data source: Worker with Attributes
Loader name: Worker Dimension

Loads dimension values tagged with Worker Type attributes.

Bottom Up: Position Management Plan
Bottom Up: Job Management Plan
Worker Data
Data Loaders: PLN-All Positions
Data source: Position Data
Loader name: Position Data Model Sheet

Loads data into Bottom Up: Position Management Plan modeled sheet.
Bottom Up: Position Management Plan

PLN-All Workers
Data source: Worker Data
Loader name: Worker Data Model Sheet

Loads data into the Worker Data sheet.
Worker Data

Workday Report Source	Adaptive Planning Data Source and Loader Name	Result	Sheets with the Dimension or Data
Planned Dimensions/Hierarchies	Company Level	Loads company dimension as levels into the model and all sheets. Use only if you didn't use Company Cost Center Level and Supervisory Org Level.	All
Planned Dimensions/Hierarchies	Cost Center Level	Loads cost center dimension as levels into the model and all sheets. Use only if you didn't use Company Level and Supervisory Org Level	All
Planned Dimensions/Hierarchies	Supervisory Org Level	Loads company dimension as levels into the model and all sheets. Use only if you didn't use Company Cost Center Level and Company Level. Recommend that you use the Workday Supervisory Org dimension to load into Adaptive Planning levels.	All

Workday Report Source	Adaptive Planning Data Source and Loader Name	Result	Sheets with the Dimension
Planned Dimensions/Hierarchies	Company	Loads dimension values. Use only if you didn't run the Company Levels loader for levels.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan
Planned Dimensions/Hierarchies	Loader name: Compensation Grade	For future developments. Do not run.	None
Planned Dimensions/Hierarchies	Cost Center	Loads dimension values. Use only if you didn't run the Cost Center Level loader.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan
PLN-Initiatives	Initiatives	For future developments. Do not run.	None
PLN-Job Profile Dimension	Data source: Job Profile with Attributes Loader name: Job Profile	Loads dimension values.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan Bottom Up: Aggregated (Position + Job Management) Plan
Planned Dimensions/Hierarchies	Job Requisition	Loads dimension values.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan
PLN-Location as Bus Site	Location	Loads dimension values tagged with Location_Country attribute values.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan Bottom Up: Aggregated (Position + Job Management) Plan Strategic Plan: Location Assumptions
Planned Dimensions/Hierarchies	Management Level	For future developments. Do not run.	None
Planned Dimensions/Hierarchies	Data source: Positions Loader name: Position Dimension	Loads dimension values for Positions Restrictions v2.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan
Planned Dimensions/Hierarchies	Supervisory Org	Loads dimension values. Use only if you didn't load Supervisory Org for levels.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan
PLN Worker Dimension	Data source: Worker with Attributes Loader name: Worker Dimension	Loads dimension values tagged with Worker Type attributes.	Bottom Up: Position Management Plan Bottom Up: Job Management Plan Worker Data

PLN-All Positions	Data source: Position Data Loader name: Position Data Model Sheet	Loads data into Bottom Up: Position Management Plan modeled sheet.	Bottom Up: Position Management Plan
PLN-All Workers	Data source: Worker Data Loader name: Worker Data Model Sheet	Loads data into the Worker Data sheet.	Worker Data