xP&A Strategic Workforce Planning - Get to know the Strategic Workforce Planning Content part of the xP&A Content Suite

In this step you will learn how to navigate to the folder which contains all SAP Analytic Cloud content packages.

1. Login to your SAP Analytics Cloud tenant using Google Chrome.

   INFORMATION:

   In order to get the best experience, it is recommended to use Google Chrome as it offers the best compatibility with SAP Analytics Cloud (SAC).

   Other browsers can be used as well but are not supported by SAP.

2. In the SAP Analytics Cloud Menu, navigate to the Files section.

   

3. Access the content package folder.

   • You can access the content package folder by either navigating to the Public folder first and looking for a folder named SAP_CONTENT, or by using the search function in the top-right corner.
   • In case you want to make use of the search function, simply enter the term SAP_CONTENT into the search bar.
   
   • The folder SAP_CONTENT contains all objects required to run SAC content. Here you can find your installed content from the content network provided by SAP.
   

Now that you have learned where all the SAP Analytics Cloud content packages are stored, you need to find the SAP Strategic Workforce Planning content.

1. Look for the SAP Strategic Workforce Planning content package by using the search bar.

   • In order to do so, please use the keyword SWFP
   • In the result list, click on the folder SAP_HR_SWFP_Strategic_Workforce_Planning with the description SAP Human Resources: Strategic Workforce Planning
   

2. Run the Strategic Workforce Planning content package.

   • The folder SAP_HR_SWFP_Strategic_Workforce_Planning contains all stories and objects which are related to the content package.
   • To run the Strategic Workforce Planning content, please navigate to the folder Stories and click on the story called Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage).

   INFORMATION:

   • The story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage) serves as a starting point and allows you to access all other stories during run time.
   • In other words, you do not need to access the remaining stories by manually launching them from the Files section. Instead, you can conveniently open them from inside the Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage) story.

   

Before jumping into the individual stories of the Strategic Workforce Planning content package, it is necessary to understand what the stories are for and which use cases they cover.

1. Strategic Workforce Overview

   
   • By having opened the story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage), you entered the Home Screen of the Strategic Workforce Planning content package.
   • This overview story serves as the central entry point for all personas and helps you to navigate through the content package.
   • In the lower half of the story, you can see five sections which cluster the application into different components or process steps.
   • Those sections contain hyperlinks which redirect the responsible persona (e.g. the technical administrator or the headcount planner) to the respective story.

2. Before You Plan

   
   • The section Before You Plan contains two links, both leading to the story Review Current Workforce (SAP_HR_SWFP_KnowYourWorkforce) while each of the links opens a different page of the two-page story.
   • The Review Current Workforce (SAP_HR_SWFP_KnowYourWorkforce) story marks the start of the process and allows you to consume various reports to get an understanding about your current workforce composition.
   • Among other available things this also includes a deeper analysis of influencers on the retirement by running classification algorithms.
   • In this story, the reporting model Analytics Model SWFP (SAP_HR_SWFP_ANALYTICS) is used as the data source for the reports while the classification algorithms are run on the Dataset SAP_HR_SWFP_TERMINATIONS_DATASET.

   INFORMATION:

   In order to set up the classification algorithms, please follow the instructions as described in the official documentation.

3. Populating Plan

   
   • The section Populating Plan provides access to the story Initialize the Plan (SAP_HR_SWFP_IdentifyPhase). As the title of the section indicates, this story focusses on populating your plan version with data.
   • This story consists of three different pages and allows you to upload historical data into your planning model Strategic Workforce Planning Model (SAP_HR_SWFP_STRATEGIC), seed data into the future periods by using the time series forecast mechanisms of SAC and lastly to modify retirement probabilities by making use of the information provided by the Review Current Workforce (SAP_HR_SWFP_KnowYourWorkforce) story.

4. Planning Assumptions

   
   • The section Planning Assumptions provides access the story Supply and Demand Planning (SAP_HR_SWFP_PlanPhase), which consists of five pages and focusses on the actual planning activities.
   • In specific, this story allows you to plan your headcount supply and to make an estimation about the future headcount demand
   • Lastly this story also provides you with a gap analysis report in order to understand the deviation between the headcount supply and headcount demand.

5. Assumption Result Initial Review

   
   • The section Assumption Result Initial Review provides access the story Scenario and Version Comparisons (SAP_HR_SWFP_ValidatePhase), which consists of two pages.
   • This story provides you with various reports which help you to analyze and compare different scenarios and versions.

6. Intervention Design and Modelling

   
   • The section Intervention Design and Modelling provides access the story Response Strategy Modelling (SAP_HR_SWFP_StrategizePhase), which consists of three pages pages.
   • This story marks the final step of the planning process and allows you to define a response strategy to close potential headcount gaps and to make cost estimations for the respective strategies.
   • Optionally you can also push your final planning results to the planning model of the SAP Operational Workforce Planning content package from this story, where the results are stored on a dedicated version which on the other hand can then be used as a reference for the operational workforce planning activities.

As a last preparation step, it is required to understand the navigation concept of the content package in order for you to use it properly. In this step, you will learn about the meaning and the functionality of all the buttons as well as other UI elements.

1. Main Navigation button

   
   • The Main Navigation button can be found in each story apart from the landing page story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage) and is located at the top left corner.
   • By clicking on this button, a navigation menu opens with contains various hyperlinks.
   • By clicking on the hyperlinks, you can jump to any story and story page of this content package.

2. Show/Hide Header button

   
   
   • These buttons can be found in each story of this content package (apart from the landing page story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage)) and are located at the top-right corner.
   • The Hide Header button hides the complete header section, which is useful in case you require more space for the planning tables.
   • The Hide Header button changes to a Show Header button after its activation. By pressing the Show Header button, you can unhide the header section again.

3. Back to previous Page and Go to next Page buttons

   
   • These buttons can be found in each story apart from the landing page story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage) and are located at the top-left and top-right corners.
   • By clicking on these buttons, you will be redirected to the previous or respectively to the next story page according to the pre-defined user workflow.

4. Steps description field

   
   • Such a text field can be found in each story of this content package (apart from the landing page story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage)) and is located at the top-left corner.
   • This description field serves as a rough guideline and describes the intended workflow within each of the stories.

5. Filter section

   
   • This section can be found in each story of this content package (apart from the landing page story Strategic Workforce Planning Overview (SAP_HR_SWFP_LandingPage)) and is located in the header above the shell bar.
   • By using this function, you can filter all tables and charts down to specific members of the given dimensions for an eased data entry and reporting.

6. View Classification Predictions button

   
   • This button can be found on the Understand Influencers page of the Review Current Workforce (SAP_HR_SWFP_KnowYourWorkforce) story.
   • By pressing this button, you will be redirected to the predictive scenario where you can view the detailed results from the classification algorithm.

7. Seed Data button

   
   • This button can be found on the Seed Data page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
   • By pressing this button, a pop-up window is opened in which you can select the measures you want to import into your planning data model from the data source SAP SuccessFactors Workforce Analytics.

8. Create Current Workforce Forecast button

   
   • This button can be found on the Forecasts page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
   • By pressing this button, you will be redirected to the predictive scenario where you can consume your detailed time series forecast report for the end of period headcount measure.

   INFORMATION:

   • In this content package the end of period headcount is represented by the measure Current Workforce Planned (Plan_Headcount).

9. Create Increases to Workforce Forecast button

   
   • This button can be found on the Forecasts page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
   • By pressing this button, you will be redirected to the predictive scenario where you can consume your detailed time series forecast report for the measure representing the increases to your workforce.

   INFORMATION:

   In this content package the increased headcount is represented by the measure Increases to Workforce Planned (Plan_Increases).

10. Create Reductions to Workforce Forecast button

    
    • This button can be found on the Forecasts page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
    • By pressing this button, you will be redirected to the predictive scenario where you can consume your detailed time series forecast report for the measure representing the reductions to your workforce.

    INFORMATION:

    In this content package the reduced headcount is represented by the measure Reductions to Workforce Planned (Plan_Reductions).

11. Run Forecasts and Allocations button

    
    • This button can be found on the Forecasts page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
    • By pressing this button, a Multi Action is executed which runs all times series predictions for the three measures Current Workforce Planned, Increases to Workforce Planned and Reductions to Workforce Planned.

12. Calculate Future Retirements button

    
    • This button can be found on the Retirements page of the Initialize the Plan (SAP_HR_SWFP_IdentifyPhase) story.
    • By pressing on this button, a Data Action is executed which calculates the future retirements based on maintained retirement probabilities.

13. Calculate Supply button

    
    • This button can be found on the Supply Headcount page of the Supply and Demand Planning (SAP_HR_SWFP_PlanPhase) story.
    • By pressing on this button, a Data Action is executed which recalculates the measure representing the measure Headcount Supply (Supply_Headcount).

14. Calculate Year over Year % button

    
    • This button can be found on the Demand Drivers page of the Supply and Demand Planning (SAP_HR_SWFP_PlanPhase) story.
    • By pressing on this button, a Data Action is executed which recalculates the over year growth for the measure Headcount Demand (Demand_Headcount).

15. Calculate Demand Headcount button

    
    • This button can be found on the Demand Headcount page of the Supply and Demand Planning (SAP_HR_SWFP_PlanPhase) story.
    • By pressing on this button, a Data Action is executed which recalculates the measure representing the Headcount Demand (Demand_Headcount)

16. Calculate Gap button

    
    • This button can be found on the Gap page of the Supply and Demand Planning (SAP_HR_SWFP_StrategizePhase) story.
    • By pressing on this button, a Data Action is executed which recalculates the deviation between the headcount demand and the headcount supply. The result is persisted on the measure Gap Headcount (Gap_Headcount).

17. Choose a Strategy button

    
    • This button can be found on the Response Strategy page of the Response Strategy Modelling (SAP_HR_SWFP_PlanPhase) story.
    • By pressing on this button, a pop-up is opened where you can choose between a variety of pre-defined strategies to close the headcount

18. Carry over Strategy button

    
    • This button can be found on the Response Strategy page of the Response Strategy Modelling (SAP_HR_SWFP_PlanPhase) story.
    • By pressing on this button, a Data Action is executed which carries over the chosen strategy to the remaining planning years.

19. Initialize Data to Operational Plan button

    
    • This button can be found on the Push to Operational page of the Response Strategy Modelling (SAP_HR_SWFP_PlanPhase) story.
    • This button is without function and serves as a placeholder only.

20. Go to Operational Plan button

    
    • This button can be found on the Push to Operational page of the Response Strategy Modelling (SAP_HR_SWFP_PlanPhase) story.
    • This button redirects you to the SAP Operational Workforce Planning content package.

Now that you are familiar with the basics and the navigation concept, you will learn in more detail how to use the different stories.

This step focuses on the story Review Current Workforce (SAP_HR_SWFP_KnowYourWorkforce).

You will learn how to open the story (Tab 1), how to consume the different reports (Tab 2) and lastly how to execute the classification algorithm in order to understand the influencers on the retirements (Tab 3).

Now that you have acquired a good understanding of your current workforce, you can proceed with the next step which focusses on initializing the plan version by using the story Initialize Plan (SAP_HR_SWFP_IdentifyPhase).

In this step you will learn how to open the story (Tab 1), how to integrate historical data into your planning model (Tab 2), how to configure and run the time series forecasts in order to populate future planning years (Tab 3) and finally how to enter retirement assumptions based on the knowledge you had gained in the previous process step (Tab 4).

As you have now passed all preparation steps, you can continue with the actual headcount supply and headcount demand planning activities.

In this step, the Supply and Demand Planning (SAP_HR_SWFP_PlanPhase) story of this content package is introduced.

You will learn how to open the story (Tab 1), how to adjust your supply assumptions (Tab 2), how to make an estimation about the demand headcount (Tab 3) and how to consume the gap analysis report (Tab 4).

In this step the Scenario and Version Comparisons (SAP_HR_SWFP_ValidatePhase) story of this content package is introduced.

Here you will learn how to open the story (Tab 1) and how to consume the different reports to get an overview on planning assumptions (Tab 2).

In this step the Analytics Dashboard (SAP_HR_SWFP_AnalyticsDashboard) story of this content package is introduced.

Here you will learn how to open the story (Tab 1) and how to consume the different reports which will help you to derive actions in order to close the headcount gaps (Tab 2).

In this step the Response Strategy Modelling (SAP_HR_SWFP_StrategizePhase) story of this content package is introduced.

Here you will learn how to open the story (Tab 1), how to come up with a headcount strategy and close the headcount gap (Tab 2) and lastly how to prepare and integrate your final planning results into the SAP Operational Workforce Planning content package (Tab 3).

Congratulations! You have finished the introduction tutorial and are now able to use the Strategic Workforce Planning content like an expert.

Interested in more xP&A topics and related business content packages? Visit our community page Extended Planning & Analysis Business Content.