How to Streamline Headcount Reconciliation with Workday Adaptive Planning

Headcount reconciliation involves tracking and planning staffing levels, which sounds simple but can get complex. It requires aligning approved headcount with actual numbers—a task made challenging by constant changes in most companies. The typical row-by-row reconciliation process becomes even more time consuming and complicated when siloed HR systems, planning tools, and spreadsheets are involved, creating a tangled web of data to manage.   

Workday Adaptive Planning makes headcount reconciliation more efficient by providing a dynamic, customizable dashboard experience. This allows HR and FP&A to work from a common understanding of the underlying data. In this process, you can start with metrics on current headcount, new arrivals, and open positions, and easily drill down into specific data points. 

What sets Workday Adaptive Planning apart is the integration of sheets directly within “Active Dashboards.” These sheets allow you to make real-time edits that immediately update all related metrics, graphs, and charts, eliminating the need to switch between different tools. 

Whether you're planning internal transfers, managing departures, or forecasting new hires, Workday Adaptive Planning streamlines these workforce planning tasks into a cohesive workflow. For example, you can plan internal transfers and automatically adjust all related data points, such as future salaries and taxes. Similarly, you can filter views by department or job function, making it easy to focus on specific areas of your workforce. 

One of the standout features is the ability to sync your workforce plans with Workday HCM or other human resources information system (HRIS). As headcount changes occur throughout the year, these can be captured in Workday Adaptive Planning, allowing for continuous reforecasting and agile decision-making. 

By consolidating all these tasks into a single interface, Workday Adaptive Planning not only saves time but also ensures accuracy and alignment across HR and FP&A teams. Whether you're analyzing current trends or planning for future growth, Workday Adaptive Planning provides the insights needed to optimize your workforce for business success. 

If row-by-row headcount reconciliation is slowing you down, request a meeting with the Workforce Planning experts at Kainos.