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Administrator Guide
Last Updated: 2023-06-23
Create Templates for HCM Headcount Plans

Create Templates for HCM Headcount Plans

  • Create a plan structure for your plan.
  • Security:
    Set Up: Headcount Planning
     domain in the Headcount Plans (HCM) functional area.
Once you outline the parameters of your plan on the plan structure, you can further specify organizational, timeframe, and other headcount details for your plan. In Workday, the plan template creates an empty plan into which you can import your plan data.
  1. Access the
    Create Plan Template
     task.
  2. Select the headcount plan structure to use for your template.
    Workday populates the
    Organizing Dimension Type
     for you from the plan structure that you selected.
  3. 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 a moment in time where organizations might be different based on future organizations that you added or removed from a plan structure.
    Controls the organizations that are effective as of the date you enter here. You can change the prepopulated current date to any date.
    Top Plan Hierarchy
    Select the highest level organization that you want for your plan based on the organizing dimension you selected in the plan structure. 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 you selected 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
     so that you can plan by all organizations within that hierarchy. 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.
    Statistic Type
    You can select 1 or more statistic types for your plan:
    • FTE
      : Can be a partial person, such as 50% time. Workday displays results up to 4 decimal places. If you plan to create a position-based plan, select FTE. FTE workers can split time between organizations.
    • Headcount
      : To count workers that work for only a single organization, select headcount. Always a whole number.
    • Cost of Workforce
      : Select if you want to add workforce costs to your plan. Prepopulates your plan with the current annual compensation amounts of individual workers. In the final plan workbook, you can manually replace the amounts Workday populates with additional workforce costs to include total compensation amounts that you want on the plan. Doing so gives you a more comprehensive assessment of the total cost of your workforce.
    From
    To
    Select the year and the summary periods. The available options are based on the configuration in the plan structure.
Workday creates an empty plan into which you can now enter headcount plan data.
Import existing headcount data into Workday using the
Import Headcount Plan
 web service or use the
Maintain Headcount Plan (HCM)
 task.