Automatically import headcount from HR system into Workforce Planning model

Description

This functionality requires the CPM system to directly connect to an HR system and import existing hires and open requisitions into the planning model.

Example Use Case

Scenario: A mid-sized manufacturing company uses CPM software for budgeting and forecasting. With a workforce dispersed across multiple locations, manually updating headcount in the Workforce Planning model is time-consuming, cumbersome, and often results in errors.

Solution: The CPM system is set up to automatically import headcount data from the company's HR system on a regular schedule. This ensures that workforce-related calculations like labor costs, terminations and hires in the CPM system are always based on the most updated and accurate headcount information.

Considerations

This requirement is simplified, only requiring an import to occur. If you are looking for something more detailed, such as a back-and-forth interaction between an HR and CPM system, search our Workforce Planning requirements for something more specific.

In this case we are only requiring that employee data is pulled, via an API or other automated mechanism, into the CPM workforce model on a regular basis. This allows planners to always see current data from the HR system.

There are factors to consider in this import that planners should consider - what happens to reqs I planned in the CPM tool that have been hired? What happens on the new import? What about hires we never planned for? Do the imports match our department and location hierarchy? Is there an intermediate layer where we must do something manual each month?

All these questions relate to the work required to maintain this connection. Check with the vendor to see how flexible they can be.

Questions to Ask a Vendor

• HR Systems Compatibility: Which HR systems does your software easily integrate with for automatic headcount import?
• Workflow: How is the data imported into the CPM tool? Is there an intermediate layer, or is it truly automated? What about exceptions?
• Uploads: If needed, can we upload a spreadsheet instead?