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Documentation
Adaptive Planning
Last Updated: 2023-06-23
Reference: Workforce Foundational Model

Reference: Workforce Foundational Model

Adaptive Planning delivers a foundational model for workforce planning with Workday HCM. Understand the model components and how they relate to each other and learn what you can and cannot change in the model.
Follow the do's and don'ts in each section to avoid destroying the underlying logic of the model.

Versions

The model comes with an actuals version and 3 plan versions:
  • Current Working Plan: Your data loaders load data into this version.
  • Current Year Annual HC Plan.
  • YYYY Strategic Workforce Plan.
Do
Don't
  • Create more plan versions.
  • Edit the settings of the existing versions.
  • Update the
    YYYY Strategic Workforce Plan
     with the year in place of
    YYYY
    .
  • Delete existing versions.

Accounts

The model comes with standard general ledger accounts and a series of cube and modeled accounts specific to workforce planning.
Do
Don't
  • Use general ledger accounts.
  • Create custom accounts.
  • Add any accounts to new sheets you build.
  • Delete or change the account settings of existing cube or modeled accounts.

Levels

You can map any one of these 3
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 2 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 you chose from
Workday
 HCM.

Custom Dimensions

The model 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 drop-down menus in the cells.
Do
Don't
  • 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.
  • 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

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, 2 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.
Do
Don't
  • Create attributes and values.
  • Tag dimensions not loaded from
    Workday
     HCM.
  • Delete or change the loaded attributes.
  • Create, change, or delete the attribute values of the loaded attributes.
  • Change the attributes of dimensions loaded from
    Workday
     HCM.

Sheets

The model comes with pre-built sheets.
Do
Don't
  • Add data to all the sheets.
  • Build new sheets.
  • Add display columns to sheets.
  • Delete any existing sheets.
  • Remove columns, accounts, or dimensions from sheets.
  • Add dimensions or attributes to existing sheets.
  • Remove attributes from existing sheets.
  • Use sheets that are future developments to the workforce planning model.