For customers of our Headcount Planning module.
When referring to assigned user roles and headcount plan roles, “Admins” encompasses all Company Admins, HR Admins, as well as Admins and Admin + Planners assigned to the plan. Likewise, “Planners” encompasses all assigned Planners and Admin + Planners. |
Accessing Headcount Plans
From the main menu, navigate to the Headcount Planning page to access your organization’s headcount plans. Position counts and statuses (In Progress or Approved) are displayed for all plans, whether they are active, inactive, or archived.
Notes about headcount plan data:
Company Admins and HR Admins can access all data across all headcount plans. Assigned plan Admins and Admin + Planners can access all data across their assigned plans only. Planners and Collaborators can access data within their assigned planning environments only. Planners can view, but not edit, their own data. Learn more about headcount planning permissions.
Headcount plan data will be updated to reflect changes on the official chart, regardless of whether changes were included in the plan. Planned changes implemented on the official chart will no longer appear in the plan. Data and planned changes for positions removed from the official chart will no longer appear in the plan. If reporting relationships change on the official chart during the plan’s timespan, positions within the plan will be moved to the appropriate planning environment.
Compensation and position budget data displayed within a headcount plan are visible to all assigned plan participants, regardless of their assigned permissions in Built. Learn more about managing data options via your headcount plan settings.
If hidden, archived plans can be accessed by clicking the Show Archived Plan(s) link.
Viewing a Plan’s Overview Page
From the Headcount Planning page, click a plan title to view a list of its planning environments and associated data, including the assigned Planners, departments, and planning budgets.
If compensation and/or position budgets are enabled in the plan, a Cost column will appear once the plan is approved, displaying the approved amounts for each planning environment. When the plan’s time span begins, the actual cost to date will also be displayed. Costs exceeding approved amounts will appear in red. Hover over the values to view a breakdown of planned vs. actual costs and the variance. The number of missing compensation records on your official chart will also be indicated, helping you ensure data accuracy.
Planned vs. Actual Positions
On an approved plan’s overview page, you can view a progress bar comparing the planning environments’ current number of positions on the official chart with the number of planned positions. Hover over each count to display the variance.
Actuals will be available as of the plan’s start date.
Managing Position Data and Visualizing Planning Environment Metrics
Access a planning environment by clicking the appropriate link on the plan’s overview page. When the planning environment opens, navigate the tabs at the top of the page to manage position data or access additional metrics:
Datasheet
In addition to proposing position changes on the Datasheet tab, you can:
Group data according to specific attributes by dragging and dropping column headings into the horizontal bar along the top of the page.
Filter data by clicking the dropdown at the top of a column and selecting the appropriate value.
Export the datasheet by clicking the icon in the upper-right corner.
Org Chart
On the Org Chart tab, you can:
Visualize the assigned Planner’s position and current and proposed positions within their span of control.
Drag and drop position cards to draft changes to reporting relationships.
To propose a new position via drag-and-drop, locate the visualization tools panel at the top of the chart, click the + icon to open the Chart Builder panel, then click the Standard button and drag to the desired location on the chart. Drafted changes will not be proposed until submitted.
Draft a duplicate position or elimination via the position card’s three-dot menu.
Search the chart using the field in the upper-right corner.
Display the chart from any position within the planning environment by clicking the three-dot menu and then clicking Display Chart Starting Here.
Export the chart using the icon in the upper-right corner.
Notes about viewing plan data on the Org Chart tab:
Changes drafted within a Planner’s assigned planning environment but not yet proposed will be hidden from higher-tier planning environments until their proposal is submitted. Once their proposal is received by the Planner or Admin, proposed changes can be visualized and edited/approved. Admins and Planners viewing the Org Chart tab within their planning environment will see an “In Progress” indicator on positions within the span of control of their subordinate Planners whose proposals are not yet submitted, indicating that they cannot make further changes until the proposal is received.
Proposed eliminations by subordinate Planners are displayed on the Datasheet tab, but not on the Org Chart tab, of an Admin/Planner’s planning environment.
Timeline
On the Timeline tab, access a summary of the planning environment’s new and total positions and take the following actions:
Group positions by clicking the dropdown and selecting the appropriate attribute(s) using the checkboxes provided.
Adjust the time interval by clicking the dropdown and selecting the desired option.
Visualize additional metrics, such as FTE and position cost, by clicking the dropdown using the checkboxes provided to make your selection(s). You can also drag and drop to reorder metrics.
Export the timeline by clicking the icon in the upper-right corner.
Display actuals and variances for each metric by clicking the Show Actuals toggle in the upper-right corner of the table.
Notes about displaying actuals and variances:
Actuals and variances are only available once the plan is approved and the plan’s start date has arrived.
Actuals will only be displayed for completed time intervals.
Actuals are not currently available for the position cost metric.
Insights
Visualize the following planning metrics on the Insights tab:
Position Forecast
This widget provides a visual comparison of the following metrics for the planning environment:
Total planned positions as of the plan’s end date
Actual positions on the official chart
Requisitions created for new positions (approved and pending approval)
Remaining planned new positions
Notes about the Position Forecast widget:
If the plan is not yet active or has not yet been approved, a dash will indicate the metrics are not yet available.
If the plan’s timespan has lapsed, recorded metrics will reflect data as of the plan’s end date.
Only customers of our Position Management module can create and manage requisitions. Individuals with permission to view requisitions can navigate to the Requisitions table by clicking the View Requisitions button.
Plan vs Actual
This widget compares planned versus actual data for the specified time interval and position metric, selected by clicking the appropriate dropdown. Hover over the plotted line to display totals for the nearest data point.
Notes about the Plan vs Actual widget:
Data is only available for approved plans. Actuals will be available as of the plan’s start date.
Some metrics options are dependent on the plan’s enabled data options. To visualize FTE metrics, Full Time Equivalent must be enabled on the plan. To visualize position cost metrics, Budgeted Base Pay must be enabled on the plan. You can enable data options by editing the plan’s settings at any time until the plan is approved.
People Changes Over Time
This widget summarizes the number of actual hires and terminations over the plan’s timespan. Click the dropdown to display data by month, quarter, or year. Hover over each bar to display the number of new hires, terminations, and net change for the specified interval.
Data will only be displayed for completed time intervals.
Please contact our Customer Support Team for additional assistance.