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Administrator Guide
Last Updated: 2023-06-23
Create Headcount Plan Templates for Adaptive Planning

Create Headcount Plan Templates for Adaptive Planning

  • Define a plan structure that matches the fiscal schedule and account set for the companies.
  • Define a plan entry type for the
    Headcount
     plan type.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
Create your plan template with the same organizations and date frame that you use on the plan you want to publish from Workday Adaptive Planning. When you publish your plan from Adaptive Planning, we make the plan available in Workday on a plan template.
After you define the plan structure, you create a template to specify the configuration for your plan. On the template, you configure these options for use on your plan:
  • Organizations.
  • Statistic type.
  • Time periods.
You can create many templates from a single structure to maximize efficiency as you build plans:
  • Across companies.
  • From year to year.
  1. Access the
    Create Plan Template
     task.
  2. As you complete the task, consider:
    Option Description
    Organizations As Of
    For your plan, this date drives what you can pick in your top plan hierarchy for the selected organizations. You can select the organizations that are effective based on the date you enter here. Workday populates the current day, but you can change this date.
    This option enables you to select a moment in time where organizations are different based on future organizations that you added or removed from a plan structure.
    Top Plan Hierarchy
    Since dimension members can be part of multiple hierarchies, determine the uppermost hierarchy for your organizing dimension and select it as the top-level hierarchy. Doing so enables you to limit your plan to a lower-level hierarchy than the highest level organization available to you. The prompt displays only the allowed hierarchies for the organizing dimension and the date entered in the
    Organizations As Of
     field.
    Organizations
    You can limit your plan to specific organizations within the top plan hierarchy that you selected. Or you can select
    Include All Organizations
     such that all organizations within that hierarchy become plannable organizations. Options include:
    • Any and all levels for supervisory organizations since it's a true hierarchy.
    • All nodes on cost center hierarchies and custom organization hierarchies.
    Roll Up Subordinate Headcount
    Displays only if organizing dimension type on your headcount plan structure is
    Supervisory Organization
     and applies only to the lowest-level organization that has subordinate organizations in the hierarchy.
    You might have workers at all levels in the hierarchy for supervisory organizations. If so, select this option if you want to include all workers below the lowest organization in the headcount.
    Statistic Type
    You can select 1 or more statistic types:
    • FTE
    • Headcount
    From
    To
    To define the duration, select the start and end periods. Match the date range of the Adaptive Planning plan you want to publish.
Workday creates and displays the plan duration and periods based on the organizations, plan structure, and
From
 and
To
 periods.
You can select the
Inactive
 check box on the
Edit Plan Template
 task to inactivate headcount plans.
On Adaptive Planning, publish your plan version to this plan template.
You can edit your plan templates on the
Edit Plan Template
 task after you publish plans to correct errors or accommodate unplanned events.