Headcount Planning Page - Overview

The Headcount Planning page is a dashboard that allows you to view a snapshot of headcount plans that are in progress or completed. You can also create new plans from this page.

To access the Headcount Planning page, go to Planning > Headcount Planning.

Create New Plan

Click Create New Plan to create a new headcount plan. This opens the Create a Plan page.

Note: The Create New Plan option is only available for users with permission to be plan administrators.

Convert Users to Positions

Click CONVERT USERS TO POSITIONS to import active users from the Cornerstone database and create position instances for each user. This import is the basis for which an organization conducts its planning. After conducting the import and creating a plan, the planner can see the users (with their respective positions) in the planning interface. Only standard OUs are imported, which become attributes of the newly created positions.

Note: This conversion requires that cost model files be loaded to the Cost Model Manager.

Active Plans

This section displays headcount plans and subplans that are currently active. If you have more than two active plans, you can scroll to the right to view additional plans.

The subplans that display in the Active Plans section will be in an Assigned or In Progress status.

The following information displays for each plan:

  • Plan Name - This displays the title of the plan, which is defined when the plan is created.
  • Area - This displays the area of the organization chosen for the particular plan. It also displays the title of the manager that sits at the top of that area.
  • Primary Planner - This displays the name of the user who is designated by the plan creator to be the primary planner. For the user that is the primary planner, the name of the primary planner will be clickable and can be edited. Co-planners will not be able to click and edit the primary planner.
  • Co-Planners - This displays the name of the co-planner. Primary planner can click the name to edit it. Co-plannerscannot edit co-planners.
  • Plan Horizon - This displays the amount of time that is being planned.
  • Headcount - This displays the total headcount value in your organization at the time of plan creation. This number is a baseline and does not change when you add or subtract headcount in the plan itself.
  • Subplans - This field allows you to track the progress of bulk-assigned subplans. The Subplans field displays the number of subplans have been assigned out of the total number of subplans. To refresh the field, click the refresh arrows to the left of the bulk assignment. This updates the Subplans field to show the latest subplan assignment information (Note: This field will disappear after the bulk-assignment of subplans is complete.).
  • Due Date - This displays the date on which your plan is due. This date is for informational purposes only, and the plan will not be rescinded or closed automatically when this date is reached.
  • Actions - This drop-down menus allows you to perform different actions, including downloading two different .csv reports, delete the plan, update the costs within the plan, or update the plan with a new snapshot of your organization.
    • Position Details - This is a .csv download containing all position instances in the plan period with all of their respective Attributes (and Attribute hierarchies if applicable).
    • Position Timeline - This is a .csv download containing each position’s FTE over the span of the plan period.
    • Delete Plan - This allows you to permanently remove the plan from your portal. This requires you type the name of the plan to validate this irreversible step.
    • Update Costs - This allows you to apply a new cost model file that you uploaded to Cost Model Manager to this specific plan.
    • Plan Update - This allows you to import a new snapshot of your organization, which will appear alongside the previous snap and plan that you had up until that point. You will be required to ‘reconcile’ differences in position instances between these snapshots.
    • Version History - This allows you to view a history of changes to the plan.
  • Go to Plan - This opens to plan details. See Headcount - Planning Page.

Completed Plans

This section displays details about your completed headcount plans and subplans. Plans are sorted by default by the date completed, with the most recently completed at the top.

The subplans that display in the Completed Plans section will be in an Accepted, Canceled, Submitted status.

The following information displays for completed plans:

  • Name - This displays the title of the plan.
  • Area - This displays the area related to the plan.
  • Date Completed - This displays the date on which the plan was completed.
  • Primary Planner - This displays the primary planner of the plan.
  • Plan Horizon - This displays the plan horizon period in years.
  • Headcount - This displays the total headcount value in your plan.
  • Review - Click Review to open a brief summary of the submitted plan. The summary displays the primary planner and the total headcount in the plan.
  • Actions - The following actions are available:
    • Position Details - This is a .csv download containing all position instances in the plan period with all of their respective Attributes (and Attribute hierarchies if applicable).
    • Position Timeline - This is a .csv download containing each position’s FTE over the span of the plan period.
    • Delete Plan - This allows you to permanently remove the plan from your portal. This requires you type the name of the plan to validate this irreversible step.
    • Update Costs - This allows you to apply a new cost model file that you uploaded to Cost Model Manager to this specific plan.
    • Restore - This allows you to change the state of the plan from Completed to Active. Then you can choose to re-open the plan for further planning or Update Plan with a new snapshot of your organization.