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

Maintain Headcount Plans for HCM

  • Create a plan template.
  • Security:
    Process: Headcount Plan (HCM)
     domain in the Headcount Plans (HCM) functional area.
As a plan administrator or planner, you can view and change headcount plans. Workday enables you to select your plan structure and plan. You can first filter the plan to control the columns that display in the grid. Additional filters enable you to control the plan lines that display in the grid.
Filtering the information lets you specify the data that you want to view or change. Your filter criteria determines the plan details that are displayed in a grid.
  1. Access the
    Maintain Headcount Plan (HCM)
     task.
  2. Select a
    Plan Structure
     from the
    Headcount Plan Structures
     available.
  3. Select a
    Plan
    .
    Workday populates data based on your plan structure and plan template.
    If it’s a multi-year plan, the
    Year
     prompt displays the earliest year in the plan by default. Available periods are based on the year you select.
  4. Select the filters to create the structure of the grid.
    You must have at least 1 value in each field.
    Option Description
    Year
    Year of the plan. You can select a different year in the plan, if available. If it's a multi-year plan, you can only select a single year.
    Period
    Plan periods in the selected year. Remove periods if you don't want to view or change the information in your plan.
    If you delete 1 or more lines from the plan grid that displays, Workday deletes the plan line for all associated periods and not just the periods on the plan grid. To undo this change, select
    Search
    .
    Statistic Type
    Plan by number of FTE, headcount, or cost of workforce. Available options depend on what's in your plan structure. Remove an option if you don't want to view or change the information in your plan.
  5. Select the filters you want to display in your headcount plan grid:
    Option Description
    Organization
    Select 1 or more available organizations to view or change in your plan. Workday displays only those organizations that are available to you. Organizations control the rows that display in the grid. Select at least 1 organization for the grid to display plan lines.
    Company
    This filter only displays if your plan structure has
    Company
     as a dimension.
    Worktags
    (Optional) Select 1 or more dimensions. You can only select dimensions that are in the plan structure. In the plan structure, you can set a dimension as a primary worktag. Workday displays dimensions identified as primary worktags as separate columns on the grid. Non-primary worktags are displayed under 1 column called
    Worktags
    .
  6. Select
    Search
    .
    A grid displays your headcount plan based on your filters.
  7. View or change the plan data in the grid:
    • Organization
      : Select a different organization. You can only have 1 organization in each row. Organizations you selected in the
      Organization
       filter are the options you can select in the grid.
    • Worktag
      : Remove or add dimensions. You can only select dimensions that are in the plan structure. All required dimensions must have values.
    If you change any values in the grid and then select different filters, all updates you made in the grid are lost if you select
    Search
     again. You must select
    OK
     to save your changes. Workday recommends that you complete the task and update the plan again, if needed.
  8. Change the statistic value for each period as needed.
    As you make changes to your plan, consider:
    • For headcount: You plan at the position level, and you plan to fill a position for a period. Enter 1 in the cell for the period. Otherwise, enter a zero if the position is unfilled.
    • For FTE: You plan at the position level, and you plan to fill a position in a corresponding period. Enter the value you expect the position to be filled at for that period. Example: Enter 0.5 for a part-time worker. If the position is unfilled, enter a zero.
    • For cost of workforce: You plan at the position level, and you plan to fill a position in a corresponding period. Enter the cost for that period; otherwise enter zero. Workday automatically uses your tenant's default currency and supports only that currency.
    Workday automatically populates a statistic cell with a zero if the cell is empty.
Workday saves the headcount plan. You can continue to change your plan using this task if the plan is in draft or denied status.
  • View the
    View Headcount Plan
     report to verify your plan details.
  • Submit your plan for approval using the
    Submit Headcount Plan
     task.