Indirect labor template

Planning for indirect labor employees is usually done on a monthly basis. Therefore, the indirect labor template includes calculated FTE numbers with monthly planning frequency. Accounts that require manual input also use monthly values.

This template is divided into these subcategories:

  • Demand
    This subcategory represents workforce that is required to fulfill the forecast workload. The Bottom-Up calculation method is used.
    Note: The Bottom-Up calculation method is part of the demo content. If you remove the demo content, a user with Administrator role must define new calculation methods. Then, the Demand subcategory displays calculation results from the first calculation method that is defined by the administrator.
  • Supply

    This subcategory represents the indirect labor in the company and factors that might influence indirect labor numbers in the coming months.

  • Benchmark
    This subcategory represents the FTE numbers that are calculated by Workforce Planning to be required to fulfill the estimated workload. The Benchmark calculation method is used.
    Note: The Benchmark calculation method is part of the demo content. If you remove the demo content, a user with Administrator role must define new calculation methods. Then, the Benchmark subcategory displays calculation results from the second calculation method that is defined by the administrator.
  • Plan

    This subcategory represents the approved FTE plan for indirect labor. It provides a comparison between the approved FTE plan and the actual indirect labor figures at the company.

Different calculation methods allow different configurations and, consequently, can provide different calculation results.

This table shows the structure of the Indirect labor template. It shows the IDL category, its subcategories with their associated accounts, descriptions, and whether the account is editable. All editable accounts require manual data entry by the planner or the approver. Additionally, the template lists the type of data for each account and, if applicable, the calculation method that is used.

Category Subcategory Accounts Editable Description
IDL DEMAND WFD_TOTAL_ALLOCATION-Calculation results after allocation No

This account provides calculated FTE results that represent FTE numbers required to fulfill the estimated workload.

The Bottom-Up Planning calculation method is used for calculations.
SUPPLY WFD_FTE-Actual FTE No This account represents actual FTE numbers for the actual monthly version.
PROJECTED_ACTUAL_FTE_IDL-Projected Actual FTE IDL No This account represents the projection of actual FTE numbers. It reflects additional hiring, replacement, and termination.
[Actual FTE (Previous Period)] + [Additional Hirings + Replacements - Terminations] Calculations start from the current period
TERMINATIONS-Terminations Yes This account represents terminations.
REPLACEMENTS-Replacements Yes This account represents replacements for employees who left the company.
ADDITIONAL_HIRINGS-Additional Hirings Yes This account represents additional hiring of new employees.
PTO-PTO Rate Yes This account represents the rate of paid time off, as a percentage.
BENCHMARK WFD_TOTAL_ALLOCATION-Calculation results after allocation No This account provides calculated FTE results that represent FTE numbers required to fulfill the estimated workload. The Benchmark calculation method is used for the calculations.
PLAN APPROVED_FTE_IDL-Agreed FTE Plan IDL Yes This account represents approved FTE numbers for the company.
FTE_GAP_IDL-FTE Gap IDL No This account represents the gap between approved FTE numbers for indirect labor and the projected actual FTE numbers.
Agreed FTE Plan IDL - Projected Actual FTE IDL