Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Create Headcount Plan Structures for HCM

Create Headcount Plan Structures for HCM

  • Set up headcount plan type on the
    Maintain Entry Types
     task.
  • Security:
    Setup: Headcount Plan (HCM)
     domain in the Headcount Plans (HCM) functional area.
For HCM headcount plans, the plan structure is the foundation upon which you build your headcount plan. On the plan structure, you can define the rules of applicable and relevant headcount dimensions and the timeframe you want to plan by.
  1. Access the
    Create Plan Structure
     task.
  2. Enter plan structure details.
    Option Description
    Name
    If you use various organizing dimensions for planning, consider naming your structure using the organizing dimension type so that it’s easily identifiable for reuse.
    Plan Type
    Select
    Headcount
     as your
    Plan Type
    . Workday automatically selects
    Use Amendments/Approval
     for all headcount plans.
  3. Enter
    Schedule
     details.
    The schedule options available match the options of a financial plan type structure so that you can align your financial and headcount plans.
    Option Description
    Schedule
    Select the time frame for the headcount plan that you’re going to create from this structure.
    Workday uses the fiscal schedule together with the plan entry selection and plan time frame to create plan periods and duration. Your selection for the headcount plan matches the fiscal schedule for the company, as set using the
    Edit Company Accounting Details
     task.
    Using fiscal year is useful when aligning your financial and headcount plans.
    Plan Entry By
    Select how you want to define your plan periods. These periods serve as your milestones for how frequently you want to track your headcount plan data. Workday uses your selection to create each entry period that you define a headcount plan for.
    Workday bases the headcount plan periods on:
    • Period
      : The periods of the fiscal schedule.
    • Summary Schedule
      : A summarized group of fiscal periods, such as quarterly or half yearly.
  4. Select an
    Organizing Dimension Type
    .
    The driving dimension for your plan that you want to measure your headcount by. Workday automatically adds the dimension you select here as another dimension on the
    Structured Dimensions
     grid. In the grid, the organizing dimension is read only. You can further refine organizing dimension criteria when you create the template for your plan.
  5. Enter dimension details on the
    Structured Dimension
     grid.
    Option Description
    Order
    Move dimensions up or down in the structured grid based on the column order that you want for the plan.
    Dimension
    Workday supports numerous dimensions for headcount planning. Select those dimensions most critical to your business. Example: If you want to align your headcount plan with your financial plan, add
    Cost Center
     as a dimension. Or, if you’re most concerned about the distribution of your workers around the world, you might select
    Location
     as another dimension.
    You can only add
    Employee
     as a dimension if you also add
    Position
     as a dimension. You can't add
    Employee
     as a required dimension.
    The more dimensions you use and the more values that exist for each selected dimension, the more complex your plan becomes.
    Required
    You can make a dimension required or optional. Workday automatically selects required for the
    Organizing Dimension Type
     and changes the required option to read only.
    For any required dimensions, planners must include a value for that dimension in all rows as they work in the plan.
    When maintaining your plan, Workday treats dimensions without data differently for this setting:
    • For optional dimensions without data, Workday displays all plan lines, including plan lines for dimensions that don't contain data.
    • For required dimensions without data, Workday doesn’t display any plan lines, even if other dimensions contain data.
    Primary Worktag
    Select this option for the dimensions that you want to display as standalone columns in the maintain plan task. You can select up to 10 primary dimensions. Dimensions that you don't identify as primary display together in the
    Worktags
     column in the maintain plan task.
    You can set primary worktags in this task only. The primary worktag option isn’t available when loading data using the
    Import Headcount Plan
     web service.
    Hierarchy
    Select the specific hierarchy within the selected dimension that you want to target for your plan. Some dimensions might not include hierarchies, in which case Workday disables the hierarchy fields, such as for
    Worker Type
    .
    Top Level Hierarchy
    : Select the uppermost hierarchy level at which to plan. If the dimension doesn't allow hierarchies, you can't select a top-level hierarchy.
    Hierarchy Level
    : For some dimensions that are organizations, within the top-level hierarchy you select, you can plan at the hierarchy level or at a node level.
    Members to Include/Exclude
    Select the specific values that you want to include for each dimension. You can include all members for each dimension or just a few so that planners can only enter the dimension values that you select.
You can use this structure repeatedly to generate multiple headcount plans.
Create a plan template, which builds the shell in which you'll enter or import your headcount plan data.