Adjust Headcount Plan Data

Explanation

Use this activity to adjust and modify the newly created headcount plan. There are multiple ways in which headcount plan can be interacted with, so this activity is divided into several parts, based on how you want to modify or interact with the headcount plan.

Prerequisites

In order to perform this activity, a headcount plan has to be registered

System Effects

As a result of this activity, changes will be made to the headcount plan.

Window

Headcount Plan

Related Window Descriptions

Headcount Plan

Procedure

  1. Open the Headcount Plan window.
  2. Search or populate for the plan you want to change.

If you did not create initial data for the headcount plan during it's creation, you will have to do it before making any other changes. You can also undo any changes, as those will be replaced with initial data.

To generate headcount plan data:

  1. Right-click the plan's header and click Generate Initial Headcount Plan Data. A dialog box will appear.
  2. Select if you want to generate data for an entire organization structure, single organization unit, or an organization branch:
  3. Select if you want to add basic headcount information to the plan:
  4. If you selected Target data calculated based on employment on date, you can select Target data generated for positions check box.
  5. Select for how many periods you want to create initial data:
  6. Click OK.

Note that it is also possbile to open a very similar dialog box when you select and organization unit from the tree structure and navigate to the Headcount Plan tab. There, right-clicking the tab header and clicking Generate Initial Plan Data For Organization will open simplified dialog box that will allow you to generate data for the single organization unit or organization branch only.

Once you have your initial set of data, you can start modifying the plan by changing the headcount for specific organization codes (and optionally positions):

  1. Use the tree structure on the left side of the window to select an organization unit where you want to adjust headcount.
  2. Right-click the lower table of the Headcount Plan sub tab and and click Change Headcount Plan Data. A dialog box will open.
  3. In the Organization Code field, you can see the ID of the organization unit where the change will take place. By default, ID of the currently selected unit will be suggested, but it can be changed.
  4. In the Position ID field, you can enter the identifier of a position for which headcount in the unit should be changed.
  5. In the Headcount Change field, enter the number by which headcount should changed. If you want to lower the headcount, enter a negative value.
  6. In the FTE Change field, enter the full time equivalent by which you need headcount to change. E.g., if you want to plan for 2 employees to work half time, you can enter 2 in the Headcount Change field, and 1 in the FTE Change field.
  7. In the Period From field, enter the first period when the change should take place. E.g. if a company uses a standard monthly calendar for its accounting periods, typing in 1 will mean that change should be effective from January.
  8. In the Period To field, enter the last period when the change should take place.
  9. Click OK.
    Note: When you modify the headcount plan, a record will appear/change in the lower table. Apart from headcount numbers, the Generated check box will become cleared to indicate that the change was done manually and was not a result of automatic headcount plan data generation. This feature exists to help you keep track of all the manual changes made to the plan.