Headcount Planning Template Xls

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Parameter name Type/Value Cardinality Description Validations @version string [0.1] Web Service version Request_References [0.1] References to headcount plan templates. Validation Description The following headcount plan template(s) are inactive: [inactive]. You cannot submit a request for an inactive headcount plan template.

Whatever headcount forecasting spreadsheet you create in Excel, to be accurate, it should in some way take into account the metrics in this informative white paper. Jun 17, 2013 PlanGuru - Personnel & Staff Planning - Headcount Approach. Workforce Planning Template In Excel. Jose Fiallos 29,414 views. Headcount Planning. Human resource planning made easy with a workforce action plan, HR manual template and checklist for your staff policies and. Workforce planning and HR templates.

Request_Criteria [0.1] Criteria you can specify on how to retrieve headcount plan templates. Response_Filter [0.1] Parameters that let you filter the data returned in the response. You can filter returned data by dates and page attributes.

Validation Description Page Number cannot be zero. Page number cannot be zero. Response Element: Get_Headcount_Plan_Templates_Response. Parameter name Type/Value Cardinality Description Validations @version string [0.1] Web Service version Request_References [0.1] This element contains references to headcount plan templates. Validation Description The following headcount plan template(s) are inactive: [inactive]. You cannot submit a request for an inactive headcount plan template. Request_Criteria [0.1] Contains criteria that you can specify in order to filter the headcount plan templates returned.

Response_Filter [0.1] Parameters that let you filter the data returned in the response. You can filter returned data by dates and page attributes. Validation Description Page Number cannot be zero. Page number cannot be zero. Response_Results [0.1] The 'Response_Results' element contains summary information about the data that has been returned from your request including 'Total_Results', 'Total_Pages', and the current 'Page' returned. Response_Data [0.1] Element that contains headcount plan template element.

Headcount_Plan_Template_Request_References part of. Parameter name Type/Value Cardinality Description Validations As_Of_Effective_Date date [0.1] Indicates the date when application data, such as benefits and compensation, are deemed effective in the Workday system. (Also referred to as the 'Effective Moment'.) If not specified, this date defaults to TODAY. As_Of_Entry_DateTime dateTime [0.1] Indicates the date and time that data was entered into the system. (This field is also referred to as the 'Entry Moment'.) If not specified, defaults to the CURRENT DATE/TIME.

Page decimal (12, 0) >0 [0.1] Indicates the page of data to return in the response, and defaults to the first page (Page = 1). For responses that contain more than one page of data, use this parameter to retrieve the additional pages of data. For example, set Page = 2 to retrieve the second page of data. Note: If you set the page parameter, you must also specify the 'As_Of_Entry_Date' to ensure that the result set remains the same between your requests.

Count decimal (3, 0) >0 [0.1] Sets the number of objects to return within each response page (Min = 1, Max = 999, Default = 100 if not set). Any values you set must be between 1-999. Validation Description Page Number cannot be zero. Page number cannot be zero. Response_Results part of. Parameter name Type/Value Cardinality Description Validations Total_Results decimal (12, 0) >0 [0.1] The total number of results that have been returned from your request.

Total_Pages decimal (12, 0) >0 [0.1] The total number of pages that exist for your request. A page of data in WWS contains a maximum of 100 entries. So, if you have exactly 1,000 employees returned in a request, then you will have 10 pages of data that will need to be retrieved to build your complete dataset. Each page contains a maximum of 100 entries. Page_Results decimal (12, 0) >0 [0.1] Number of Results in current page. Page decimal (12, 0) >0 [0.1] The page of data that has been returned for the given request.

Headcount_Plan_Template_Response_Data part of. Parameter name Type/Value Cardinality Description Validations Headcount_Plan_Template_Reference [0.1] Reference to headcount plan template. Headcount_Plan_Template_Data [1.1] Element that contains the Headcount Plan Template information. Validation Description Pre-population information is not allowed for this Headcount Plan Template. Select a different Headcount Plan Structure or create a new one. [headcount plan structure] is already in use. You can only attach a headcount plan structure to 1 headcount plan template if it's linked to a financial budget.

Select an active Top Level Organization. The current number of headcount plan periods ([number]) exceeds the maximum of 36. Reduce the number of periods by selecting a shorter custom time frame. Headcount_Plan_Template_Data part of.

Parameter name Type/Value Cardinality Description Validations Headcount_Plan_Template_ID string [0.1] Reference to headcount plan template. Headcount_Plan_Template_Name string [0.1] Name used to identify headcount plan template.

Validation Description Headcount Plan Template Name is Required if Add Only is True. Headcount Plan Template Name is Required if Add Only is True. Enter a unique Name.

The name [name] is already in use. Headcount_Plan_Structure_Reference [0.1] Reference to the headcount plan structure associated with the headcount plan template. Validation Description Headcount Plan Structure is Required if Add Only is True. Top_Level_Organization_Reference [0.1] Reference to the top level organization that drives the headcount plan template. Validation Description Top Level Organization is Required if Add Only is True. Top Level Organization is Required if Add Only is True.

Select a Top Level Organization that has an Organization Type that is allowed for a Headcount Plan. Validation that restricts Headcount Plan Template creation to allowable driving organization types. Additional_Organizational_Levels_in_Plan decimal (12, 0) >0 [0.1] Number of levels is used to identify how many subordinate supervisory organizations will be included in the headcount plan template.

Start_Year_Reference [0.1] The first fiscal year for the Headcount Plan Template. Validation Description Start Year is Required if Add Only is True. Start Year [start year] must be a valid year for Schedule [schedule] You must choose an earlier Fiscal Year; The ending Fiscal Year with the one you specified is unavailable Start_Period_Reference [0.1] The first period for the Headcount Plan Template with a custom entry period.

Validation Description Start Period is Required if Add Only is True and Custom Entry Period is True for the Headcount Plan Structure Reference. Start Period is should not be provided if Custom Entry Period is False for the Headcount Plan Structure for this Headcount Plan Template. Start Period [Fiscal Period or Summary Interval Start] must be valid for Schedule [schedule].

End_Year_Reference [0.1] The end fiscal year for the Headcount Plan Template. Validation Description End Year should not be provided if Custom Entry Period is False for the Headcount Plan Structure for this Headcount Plan Template. End Year is Required if Custom Entry Period is True for the Headcount Plan Structure for this Headcount Plan Template. Custom End Year must be equal to or after Custom Start Year. Custom End Year [end year] must be a valid year for Schedule [schedule] End_Period_Reference [0.1] The end period for the Headcount Plan Template.

Validation Description End Period is Required if Add Only is True and Custom Entry Period is True for the Headcount Plan Structure Reference. End Period is should not be provided if Custom Entry Period is False for the Headcount Plan Structure for this Headcount Plan Template. Entry Period End must be after Entry Period Start if Start Year equals End Year. End Period [Fiscal Period or Summary Interval End] must be valid for Schedule [schedule]. Pre-Population_Data [0.1] Element that contains pre-population information for a headcount plan template. Validation Description A Baseline Date is required if Include Baseline Column is selected. A Baseline Date is required if Populate with Existing Dimensions is selected.

A Baseline Date is required if Populate with Actual Headcount is selected. A Baseline Date is required if Populate with Actual FTE is selected. Populate with Existing Dimensions is not allowed for a Headcount Plan Structure with no Dimensions. Populate with Actual FTE requires Populate with Existing Dimensions unless the Headcount Plan Structure does not include any dimensions.

Populate with Actual Headcount requires Populate with Existing Dimensions unless the Headcount Plan Structure does not include any dimensions. Headcount_Plan_Filter_Data [0.*] Element that contains filter information. Validation Description Headcount Plan Filter Detail Data should not be provided if Delete is True. Headcount Plan Filter Detail Data is Required if Delete is False. You can only check either 'Add Only' or 'Delete' flag. [dimension] can only be used for one Headcount Plan Filter Data Element. [dimension] is not valid for headcount plan filtering.

Organization_Management_Data [0.*] Element that contains the Organization Management data information. Validation Description [element] is Required if Delete is False. [element] should not be provided if Delete is True. You can only check either 'Add Only' or 'Delete' flag. You can only check either 'Add Only' or 'Delete' [organization] cannot be used for more than one [element] Element. [organization] is invalid for dimension management because it not part of the included organizations for this headcount plan template.

Organizations_to_Exclude_Data [0.*] Element that contains the organizations to exclude data. Validation Description [supervisory] Organizations to Exclude Detail Data should not be provided if Delete is True.

You can only check either 'Add Only' or 'Delete' flag. You can only check either 'Add Only' or 'Delete' [organization] cannot be used for more than one [supervisory] Organizations to Exclude Data Element. [supervisory] Organizations to Exclude Detail Data is Required if Delete is False. [organization] is invalid to be excluded because it not part of the included organizations for this headcount plan.

Headcount_Plan_Dimension_Management_Data [0.*] Element that contains dimension management information. Validation Description [dimension] can be used for only one Headcount Plan Dimension Management Data Element. Validation Description Pre-population information is not allowed for this Headcount Plan Template.

Select a different Headcount Plan Structure or create a new one. [headcount plan structure] is already in use. You can only attach a headcount plan structure to 1 headcount plan template if it's linked to a financial budget. Select an active Top Level Organization. The current number of headcount plan periods ([number]) exceeds the maximum of 36.

Reduce the number of periods by selecting a shorter custom time frame. Headcount_Plan_StructureObject part of. Parameter name Type/Value Cardinality Description Validations #text string @type WID, Fiscal_Year_ID [1.1] The unique identifier type. Each 'ID' for an instance of an object contains a type and a value. A single instance of an object can have multiple 'ID' but only a single 'ID' per 'type'. @parent_id string [1.1] Contains a unique identifier for an instance of a parent object @parent_type WID, Fiscal_Schedule_ID [1.1] The unique identifier type of a parent object Fiscal_Time_IntervalObject part of.

Parameter name Type/Value Cardinality Description Validations Populate_with_Existing_Dimensions boolean [0.1] Specifies that a headcount plan template will be pre-populated with existing dimensions. Populate_with_Actual_Headcount boolean [0.1] Specifies that this headcount plan template should pre-populate the planned headcount with existing values. Populate_with_Actual_FTE boolean [0.1] Specifies that this headcount plan template should pre-populate planned FTE with existing values. Baseline_Date date [0.1] Specifies the date for which to calculate existing values for headcount plan pre-population. Include_Baseline_Column boolean [0.1] Specifies a reference column should be included to show what the existing values for headcount and FTE were at the baseline date. Validation Description A Baseline Date is required if Include Baseline Column is selected. A Baseline Date is required if Populate with Existing Dimensions is selected.

A Baseline Date is required if Populate with Actual Headcount is selected. A Baseline Date is required if Populate with Actual FTE is selected. Populate with Existing Dimensions is not allowed for a Headcount Plan Structure with no Dimensions. Populate with Actual FTE requires Populate with Existing Dimensions unless the Headcount Plan Structure does not include any dimensions. Populate with Actual Headcount requires Populate with Existing Dimensions unless the Headcount Plan Structure does not include any dimensions.

Headcount_Plan_Filter_Data part of. Parameter name Type/Value Cardinality Description Validations @Add_Only boolean [1.1] Add Only Flag. Indicates that the service is an add only, not an update. Validation Description All Filters must be Add Only because this Headcount Plan Template is Add Only. @Delete boolean [1.1] Flag indicating that the referenced data should be deleted. Dimension_Reference [1.1] Reference to the filtering dimension.

Validation Description [dimension] already exists as a filter for this Headcount Plan Template so Add Only cannot be True. [dimension] is not an existing filter so Add Only must be True.

Headcount_Plan_Filter_Detail_Data [0.1] Element that contains filter detail information. Validation Description Headcount Plan Filter Detail Data should not be provided if Delete is True. Headcount Plan Filter Detail Data is Required if Delete is False. You can only check either 'Add Only' or 'Delete' flag.

[dimension] can only be used for one Headcount Plan Filter Data Element. [dimension] is not valid for headcount plan filtering. HR_Worktag_TypeObject part of. Parameter name Type/Value Cardinality Description Validations @Add_Only boolean [1.1] Add Only Flag. Indicates that the service is an add only, not an update. @Delete boolean [1.1] Flag indicating that the referenced data should be deleted. Organization_Reference [1.1] Reference to the Organization in the plan with organization management data.

Validation Description Delete cannot be true for [organization] because this Organization does not have an existing row for Headcount Plan Organization Management. Add Only cannot be true for [organization] for Headcount Plan Organization Management Data because this organization already has a row for Organization Management Data. Organization_Management_Detail_Data [0.*] Element that contains the organization management detail data. Validation Description [element] is Required if Delete is False. [element] should not be provided if Delete is True. You can only check either 'Add Only' or 'Delete' flag.

You can only check either 'Add Only' or 'Delete' [organization] cannot be used for more than one [element] Element. [organization] is invalid for dimension management because it not part of the included organizations for this headcount plan template. Organization_Management_Detail_Data part of. Parameter name Type/Value Cardinality Description Validations Additional_Organizational_Levels [Choice] decimal (12, 0) >0 [1.1] Additional organizational levels for the Organization reference.

Validation Description [organization] cannot have Additional Organizational Levels because it does not have children. Organization_Type_Reference [Choice] [1.1] Reference to the organization type to plan by for the organization reference. Validation Description [organization] cannot have an Organization Type selected. Select a valid Organization Type for [organization]. Organization_TypeObject part of. Parameter name Type/Value Cardinality Description Validations @Add_Only boolean [1.1] Add Only Flag.

Indicates that the service is an add only, not an update. @Delete boolean [1.1] Flag indicating that the referenced data should be deleted. Organization_Reference [1.1] Reference to the Organization to be excluded. Validation Description Delete cannot be true for [organization] because this Organization does not have an existing row for Organizations to Exclude Data.

Add Only cannot be true for [organization] for Organizations to Exclude Data because this organization already has a row for Organizations to Exclude Data Organizations_to_Exclude_Detail_Data [0.*] Element that includes the option to promote or exclude subordinate organizations Validation Description [supervisory] Organizations to Exclude Detail Data should not be provided if Delete is True. You can only check either 'Add Only' or 'Delete' flag. You can only check either 'Add Only' or 'Delete' [organization] cannot be used for more than one [supervisory] Organizations to Exclude Data Element.

[supervisory] Organizations to Exclude Detail Data is Required if Delete is False. [organization] is invalid to be excluded because it not part of the included organizations for this headcount plan. Organizations_to_Exclude_Detail_Data part of. Parameter name Type/Value Cardinality Description Validations Dimension_Reference [1.1] Reference to the dimension from the associating headcount plan structure that is being managed. Validation Description [dimension] is not a valid Dimension for the Headcount Plan Structure for this Headcount Plan Template. Headcount_Plan_Dimension_Restriction_Data [0.*] Element that contains information about a headcount plan dimension restriction row.

Validation Description Headcount Plan Dimension Restriction Detail Data is Required if Delete is False. Headcount Plan Dimension Restriction Detail Data should not be provided if Delete is True. You can only check either 'Add Only' or 'Delete' The following Organizations are not valid for this Headcount Plan Template so they cannot be used in a Dimension Restriction [organizations]. The following Organizations can only be used for in one Headcount Plan Dimension Restriction Data Element for [dimension]: [organizations].

The following Organizations are already part of an existing Dimension Management Row for [dimension] for this Headcount Plan Template: [organizations]. The Dimension Restriction Detail Data for [organizations][default] has values for Required, Allow All, and Worktag References that are duplicates of an existing Dimension Restriction Detail Data Element for this Dimension. Validation Description [dimension] can be used for only one Headcount Plan Dimension Management Data Element. Headcount_Plan_Dimension_Restriction_Data part of. Parameter name Type/Value Cardinality Description Validations @Add_Only boolean [1.1] Add Only Flag. Indicates that the service is an add only, not an update.

Validation Description All Dimension Restrictions must be Add Only because this Headcount Plan Template is Add Only. @Delete boolean [1.1] Flag indicating that the referenced data should be deleted. Default [Choice] boolean [1.1] Indicates that the headcount plan dimension restriction is for the default behavior of the dimension. Validation Description The default row for [dimension] cannot be deleted.

There must be default behavior defined for each Headcount Plan Dimension. A default row for [dimension] cannot be added if the Headcount Plan Template is being edited. Please edit the existing default row.

Organization_Reference [Choice] [1.*] Reference to the organization that the dimension restriction applies for. Validation Description The following Organization references to not exist for a Headcount Plan Dimension Restriction [organizations]. Headcount_Plan_Dimension_Restriction_Detail_Data [0.1] Element that contains the detailed information for the dimension restriction row. Validation Description Headcount Plan Dimension Restriction Detail Data is Required if Delete is False. Headcount Plan Dimension Restriction Detail Data should not be provided if Delete is True. You can only check either 'Add Only' or 'Delete' The following Organizations are not valid for this Headcount Plan Template so they cannot be used in a Dimension Restriction [organizations]. The following Organizations can only be used for in one Headcount Plan Dimension Restriction Data Element for [dimension]: [organizations].

The following Organizations are already part of an existing Dimension Management Row for [dimension] for this Headcount Plan Template: [organizations]. The Dimension Restriction Detail Data for [organizations][default] has values for Required, Allow All, and Worktag References that are duplicates of an existing Dimension Restriction Detail Data Element for this Dimension. Headcount_Plan_Dimension_Restriction_Detail_Data part of.

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