Workforce planning ensures organizations have the necessary human capital to thrive in a competitive landscape. Adapt to changing environments, attract and retain top talent, and control labor costs. Download the template.
What's included:
- Outputs tab: Review headcount data in an easy-to-digest format based on inputs into Cube scenarios.
- Workforce Plan tab: Model and plan current and future employee expenses. Detailed instructions and Excel comments are included to assist with assumptions. Your company roster can be pasted into this format with ease.
- Drivers tab: This tab controls all dropdowns in the file herein.
- Highlighted Yellow Cells: Cells that are highlighted yellow denote that there is a comment. These Excel comments help you and your team navigate some of the detailed aspects of the Workforce plan and can be removed after the template uses your company's data.
- Spreadsheet Formulas: This template was pre-formatted with spreadsheet formulas for ease of effort. Formulas include sum, v-lookup, if-statements, date, and month.
What you'll need for this template:
- Payroll roster
- Dimensions export for the Drivers tab driver or Cube Dimension page pulled up in Web portal.
Formatting and fields are entirely up to you. Feel free to take or leave any suggestions to make this template maximally beneficial to your team.
However, for your Spreadsheet add-on to recognize the dimensions in this sheet to fetch and publish, all tabs must be updated to match your Cube dimension names. We call the action of matching spreadsheet rows and columns to your Cube dimensions Cubifying your template.
Unsure about a column or row? Yellow cells highlight areas with comments that call out important information to help you use this template successfully.
Cubify the Outputs tab
The outputs tab gives you a payroll model view by calculating ending headcount and payroll by department, in addition to allowing users to toggle by a specific department and see headcount totals for salaries, taxes, benefits, and ending headcount by quarter.
- Update each department to your organization's naming conventions
- Update the dates based on the year and quarters you'd like to see
- Register each range and name it accordingly
- Move on to Cubifying the workforce plan to fetch data to this tab
Cubify the Workforce plan tab
Model and plan current and future employee expenses using your company roster, which can be copied and pasted into this template. Detailed instructions and Excel comments are included to assist with assumptions.
1. Update the Drivers tab.
Drivers for Selections: Using your Cube dimensions export or pulling up your Dimensions screen, update the Drivers tab for your top-level dimensions and their relevant parent dimensions. This helps Cube know what data to pull and how to filter and arrange it.
Workforce Drivers: This spreadsheet includes Employee Level. Some organizations level their employees based on title, experience, etc. Your Company can determine an estimated salary based on level and import their actual salary from your HRIS:
This template also accounts for FICA & SUTA, including Rate, Cap, and Payout Cap. SUTA rates can vary depending on industry and company priorities. Learn more here.
Finally, update the Drivers for inputs regarding your desired terminology and plan years.
2. Update the named ranges used in the Workforce Plan
In your Workforce Plan tab, update the Drivers from C3:L9. These drivers are used to see variation and allow non-Cube users to see which data was fetched from Cube.
3. Update hidden columns in the Workforce Plan
Expand column J and update your filter dimensions.
To publish data, all top-level dimensions must correlate to a child dimension.
To automatically account for this every time you're working in the spreadsheet, update the column headers and relevant rows for the top-level dimensions that aren't important to the plan.
🗣️ When pulling in a scenario, be mindful of write-protected dimensions. For actual data or locked scenarios, create a copy of your scenario as a v2 to allow alterations on publish.
Add additional columns if you have more top-level dimensions in your Cube than the three provided in the template.
4. Update additional dimensions & attributes
Dimensions
Based on the changes you made to your Drivers tab, update the dimensions to match your dimension nomenclature.
Dimension Locations: Column F (Department), W (Salary Wages), DX (FTEs). Remember, these columns may have changed if TLD filters were added or removed in Step 3.
Since data is stored at the lowest dimension, avoid citing formulas, tags, or parent dimensions.
For example, in the template, the dimension Salary Wages helps tell Cube what dimension to cite and store data.
TBJ Enterprises Cube, as shown in the video below, correlates to a formula and would need to be changed to a child dimension like Salary Detail to publish data correctly.
If you're not sure, go to your Dimensions page in your Web Portal to verify that it is not a formula but a dimension and is a child under a parent.
Attributes
Unlike top-level dimensions, attributes are not used for analyzing or manipulating data. Instead, they serve as helpful information associated with each entry.
In this template, J-T serves as attributes and includes Employee ID, Title Employee, Name, Level, Est: salary, Bonus, Annual Salary & Bonus, 401k %, and Work State.
Customize the attributes based on your preferences, removing any that don't apply or ones you're not interested in using.
- Register your attributes
In the Add-On, under Publish, select Set Attributes, then use your cursor to highlight the column headers containing the names of your attributes and click Mark for Attributes.
You'll receive a green confirmation message that your attributes have been set. - Remove or add any additional information you'd like to work with before registering the range.
Fetch and publish data with your template
Once you've registered the ranges, you can fetch the relevant data and populate your spreadsheet with additional information to publish to Cube.
With your data published, your Outputs tab is now ready for fetching!
Want more templates like this? Let your CSM know!