Create New Headcount Plan

Explanation

Use this activity to create a new headcount plan for your organization structure. Headcount plans can be created for standard company structures, as well as multi-company matrix structures.

Headcount plans can be used not only to plan how your headcount should change, but also to automatically file vacancy requests.

Prerequisites

In order to perform this activity, an organization structure has to be created.

System Effects

As a result of this activity, a basic headcount plan will be created.

Window

Headcount Plan

Related Window Descriptions

Headcount Plan

Procedure

  1. Open the Headcount Plan window.
  2. Right-click the window header and click Create New Headcount Plan. A dialog box will appear.
  3. In the Structure ID field, enter the identifier of the organization structure for which you want to create a headcount plan. If you selected a standard company structure, go to step 5. If you selected a matrix structure, go to step 4.
  4.  Headcount plan is based on a company-specific calendar. Accounting periods are fetched from a company calendar to divide the plan into periods (e.g. months). In the From Company field, enter the ID of a company from which a calendar will be fetched to create a plan for the matrix structure.
  5. In the Accounting Year field, enter the year for which you want to prepare the headcount plan.
  6. If you want to create a blank headcount plan, activate the Target data not calculated option.
    If you want to fill in the plan with basic information, activate the Target data calculated based on employment on date option and enter a date in the field next to it. The system will take headcount information from this date (but only primary employments), and use it as the planned headcount for the year selected in step 5. This way you will need to only adjust the existing headcount instead of entering everything yourself.
  7. If you selected Target data calculated based on employment on date, you can select Target data generated for positions check box.
  8. Click OK.