PlaniFi Workforce Planning and Analytics
PlaniFi Workforce Planning and Analytics brings headcount and people costs into SAP Analytics Cloud, independent from your human capital management (HCM) system. Plan by employee or by position, move people between cost centers with their cost, and compare alternative cost center plans before you commit.
What you get
Plan by employee or by position
The cost moves with every transfer
Alternative cost center plan scenarios
Independent from your HCM solution
Two ways to plan
Plan by Employee or by Position, Side by Side
Plan every person by name, or plan positions by role, level and rate. Pick the way that fits.
Both feed the same cost center plan and the same headcount reporting, and both use the compensation and benefit drivers you set once, centrally.
By employee
Every person, by name
- Salary and wages, overtime, merits and planned promotions
- Taxes and benefits such as 401(k)
- Each person’s own cost center
Fits when person-level accuracy matters, as in the merit and promotion cycle.
By position
Every role, filled or open
- Positions planned by role, level and rate
- Open requisitions against plan
- New roles before every name is known
Fits when you plan growth and hiring ahead of names.
How the two ways compare. Not a product screen.
Transfers
Move People Between Cost Centers, and the Cost Follows
When someone moves from Cost Center A to Cost Center B, their salary, taxes and benefits move with them.
Transfers between cost centers are planned in the application, so neither cost center keeps a cost that has left it. Headcount reporting shows each move.
ILLUSTRATIVE EXAMPLE
Cost Center A
Before10 people, $1.20M
After9 people, $1.08M
1 transfer$120K a year moves with the person→
Cost Center B
Before6 people, $0.72M
After7 people, $0.84M
Total people cost unchanged: $1.92M
Illustrative example, not customer data and not a product screen: one transfer at a fully for a full year, at a fully loaded cost of $120K a year.
Scenarios
Build Alternative Cost Center Plan Scenarios
Compare versions of the people plan side by side, and choose one before the budget is locked.
Build forecast and budget simulations on the same cost center structure, including backfill or new hire decisions, attrition assumptions and reorganization scenarios.
ILLUSTRATIVE EXAMPLE
| Scenario | Headcount | People cost | Against base |
|---|---|---|---|
| Base plan | 120 | $14.4M | Base |
| Backfill only, no new hires | 114 | $13.7M | −$0.7M |
| Reorganization | 116 | $13.9M | −$0.5M |
Illustrative example, not customer data and not a product screen: 120 people at an average fully loaded cost of $120K a year.
Independent from your HCM
Independent From Your HCM Solution
It works with whatever HR system holds your employee data, including a mix inherited through acquisitions.
It can take the employee master and org structure from SAP SuccessFactors, Workday or PeopleSoft, applicant tracking from SAP SuccessFactors or Workday, and payroll actuals from ADP. The general ledger in SAP S/4HANA, Oracle, NetSuite or Microsoft Dynamics can supply benefits and tax actuals, and SAP Datasphere or SAP Business Data Cloud can supply attrition history.
Your HR systems
Examples of systems it can connect to, not a complete list.
Why Workforce Planning Needs One Secure Place
When the people plan lives in Excel, confidential salary data travels by email.
Every department ends up with its own copy and its own assumptions. PlaniFi Workforce Planning and Analytics keeps the compensation and benefit drivers in one place, maintained and controlled centrally, so planning results are consistent across the organization.
How It Works
Set the drivers once
Global drivers and assumptions for compensation and benefits are set centrally. A process flow guides admins and planners through the online planning process.
Plan each cost center
Plan by employee or by position, including federal and state taxes and transfers between cost centers.
Report and track
Report headcount and full-time equivalents (FTE) by cost center and entity in print-ready, drillable reports. Changes to the headcount plan are tracked companywide.
What You Can Plan and Report On
Fully loaded people cost
Salary, bonus, benefits, payroll taxes and equity in one loaded cost, for employees and contractors.
Ramp, merit and promotion cycles
Ramp curves and the merit and promotion cycle, planned on the same central drivers.
Headcount analytics
Headcount by department, function, location and level, from the opening count through hires, transfers and attrition to the closing count.
Cost and capacity measures
Cost and revenue per FTE, open requisitions against plan, time to fill, span of control and the mix of contractors and employees.
Who It Is For
Built for manufacturing, distribution, wholesale and retail companies, among others.
The CFO
Headcount and people costs move with the rest of the plan, with insight into what drives the HR investment.
The FP&A team
Plan every cost center on one set of central assumptions, instead of reconciling department files.
HR leaders
Confidential employee data stays in one secure tool, out of email.
From Plan to Reporting
Every PlaniFi planning application flows into PlaniFi Financial Statement Reporting. The plan you build here shows up in the P&L, balance sheet and cash flow your leadership team reviews.
PlaniFi Workforce Planning and Analytics is listed on the SAP Store as HR Planning.
See It in Practice
Fiserv moved compensation planning out of Excel onto one central set of taxes and benefits, applied to every headcount. Verano Holdings plans its workforce on SAP Analytics Cloud, drawing on SAP SuccessFactors data, next to its financial plan. MTY Group, which grew through acquisition into more than 60 ERP systems, uses PlaniFi Workforce Planning across the group.
Learn More
Watch the application in action, or see the rest of the PlaniFi EPM Applications.
When the plan has to hit a profit target, the PlaniFi value driver tree shows how far price, cost and freight have to move and flags any move that goes too far, before it reaches the plan.
Ask About PlaniFi Project Worker Bee
PlaniFi Project Worker Bee agents are trained on our applications and our implementation methodology. We can offer to use them to speed up your implementation and to support you after go-live.
We offer both quick start programs and small-to-medium managed implementations of our applications. Prefer email? Write to contact@simplefisolutions.com.
Book a Walkthrough
Tell us how headcount and people costs get planned today, and we’ll send you a few times to walk through it.