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Adaptive Planning
Last Updated: 2024-01-12
Reference: Pre-Built Sheets for Workforce Planning

Reference: Pre-Built Sheets for Workforce Planning

Adaptive Planning provides pre-built sheets as part of the workforce planning foundational model.

User-Assigned Sheets

You can access these user-assigned sheets when you select
Assumptions
 from the main menu.
Sheet Name
Description
All Assumptions
Standard sheet where you enter global strategic workforce drivers that calculate accounts in these sheets:
  • Bottom Up: Position Management, which you create using a planning configuration manager.
  • Bottom Up: Job Management.
Bottom Up: Location Assumptions
Cube sheet for benefit rates based on location.
FX Translations to Reporting Currency
Cube sheet for currency exchanges to 1 reporting currency.
Financial Summary
Cube sheet for calculating financial impact of plan.

Level-Assigned Sheets

You can access these sheets when you select
Sheets
 from the main menu.
Sheet Name
Description
Top Down: Strategic Headcount Plan
Cube sheet where leadership enters quarterly headcount budgeted per level. Example: Enter quarterly headcount budgeted per company, cost center, or supervisory organization.
Data in this sheet affects data in the Top Down vs Bottom Up sheet.
Top Down vs Bottom Up
For future development to the workforce planning model. This cube sheet finds gaps between the leadership's headcount targets and the supervisory organization's requests. Pulls data from these sheets:
  • Bottom Up: Aggregated (All Staffing Models) Plan.
  • Top Down Strategic Headcount Plan.
Bottom Up: Job Management Plan
Requires the
Salary Detail
 permission to view.
Modeled sheet to track new hires and jobs for supervisory organizations that use the job management staffing model.
Dimension values in cell drop-down menus and some of the data in this sheet are loaded from Workday HCM.
Data from this sheet affects data in the Bottoms Up: Aggregated (All Staffing Models) Plan sheet.
Bottom Up: Contractors
Modeled sheet to track contractors and contractor positions.
Dimension values in cell drop-down menus and some of the data in this sheet are loaded from Workday HCM.
Data from this sheet affects data in the Bottoms Up: Aggregated (All Staffing Models) Plan sheet.
Bottoms Up: Aggregated (All Staffing Models) Plan
Requires the
Salary Detail
 permission to view.
Cube sheet where you can review and analyze the combined headcount plan from these sheets:
  • Bottom Up: Contractors.
  • Bottom Up: Job Management Plan.
  • Bottom Up: Position Management, which you create using a planning configuration manager.
Some of the data in this sheet is loaded from Workday HCM.
Data from this sheet affects the Top Down vs Bottom Up sheet.
Worker Data
Requires the
Salary Detail
 permission to view.
Modeled sheet that lists the hire date, termination date, and current salary of employees.
We don't recommend storing sensitive data. Example: Sensitive data that your region's privacy policies covers.