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Administrator Guide
Last Updated: 2023-06-23
Concept: Headcount Plan Reports for HCM

Concept: Headcount Plan Reports for HCM

Workday delivers 3 headcount plan reports (secured to the
Reports: HCM Headcount Plans
domain) to provide insight into your current and future headcount.
Report
Description
Headcount Activity for Plan
Provides a view of headcount and FTE movement by supervisory organization between periods. The plan structure for the plan you’re reporting on must include
Supervisory Organization
as a required dimension.
This report enables you to assess risks and challenges by giving you insight into these changes:
  • Actual and planned headcount.
  • Gains and losses.
  • Variances.
You can configure supervisory organizations as top-level nodes to support outlining.
The report includes the
Plan Lines for Financial Reporting
and
Trended Worker
report data sources.
You can copy these subreports to create additional custom, matrix, and composite reports:
  • Headcount Activity Actuals - Sub Report
  • Headcount Activity Actuals Snapshot - Sub Report
  • Headcount Activity Planned - Sub Report
You can also copy the entire composite report to create a custom report. For these custom reports, you must configure your Trended Workers organization report fields on the
Organizations tab
of the
Maintain Trended Workers
task.
Headcount Plan to Actuals
Compares actual and planned headcounts and variances by supervisory organization between quarters for both headcount and FTE. The plan structure for the plan you’re reporting on must include
Supervisory Organization
as a required dimension.
With this report you can:
  • Drill down on values and metrics.
  • Configure supervisory organizations as top-level nodes to support outlining.
The report includes the
Plan Lines for Financial Reporting
and
Trended Worker
report data sources.
You can copy this composite report to create a custom report. When you do so, Workday automatically includes these subreports:
  • Plan Report - Sub Report
  • Trended Headcount Snapshot for Plan - Sub Report
For these custom reports, you must configure your Trended Workers organization report fields on the
Organizations
tab of the
Maintain Trended Workers
task.
View Headcount Plan
Displays headcount plan details by organizing dimension and the plan periods that you select in the plan structure.