Planning
It’s time to develop a better budget, plan, and forecast. Collaboratively.
Imagine a planning solution where your data, transactions, models, security, and people are all in the same, collaborative system. Imagine the time and money you’d save. Imagine the engagement you’d drive. Imagine the results you’d deliver. Now make it all come true with Workday Planning.
Workday Planning: One system for financial and workforce planning.
Enterprise financial planning.
Workday Planning allows organisations to create, collaborate, and take action on budgets, plans, and forecasts in one system while leveraging real-time transaction data.
- Generate baseline plans using native Workday data with the option to refresh in real time.
- Import existing Microsoft Excel workbooks to preserve data, formats, and formulas, and link to Workday transaction data to create driver-based models.
- Integrate plan and forecast data into executive scorecards so decision-makers can quickly assess performance against actuals.
Workforce planning.
Workday Planning is the only cloud solution unified with your global core HR system-of-record, giving you unparalleled insight into your current workforce and future needs.
- Create plans in a familiar spreadsheet user experience using key dimensions such as organisation, job profile, worker type, key skill, and location.
- Combine financial data with live talent insights to implement or optimise talent strategies.
- Deliver a flexible modelling environment to handle evolving business conditions such as managing growth or reduction to match demand.