Is your recruiting team spending too much time on manual workforce planning tasks? View this deck to learn how our latest product release automates the plan-to-hire workforce action to create open positions for and Workday Adaptive Planning and Workday Human Capital Management customers.

1. Plan-to-Hire Automation and
Reconciliation with Adaptive Planning,
Analytics and HCM
Looking Forward with Workday is a webinar series designed to give you insight into how your organization can do more with Workday. This series will share how we
support how you manage your people and your business. Topics will include solution strategies and roadmaps, specific use cases, live demos, and customer stories.
May 18, 2021

2. This presentation may contain forward-looking statements for which there are risks, uncertainties, and
assumptions. If the risks materialize or assumptions prove incorrect, Workday’s business results and directions
could differ materially from results implied by the forward-looking statements. Forward-looking statements include
any statements regarding strategies or plans for future operations; any statements concerning new features,
enhancements or upgrades to our existing applications or plans for future applications; and any statements of
belief. Further information on risks that could affect Workday’s results is included in our filings with the Securities
and Exchange Commission which are available on the Workday investor relations
webpage: www.workday.com/company/investor_relations.php
Workday assumes no obligation for and does not intend to update any forward-looking statements. Any
unreleased services, features, functionality or enhancements referenced in any Workday document, roadmap,
blog, our website, press release or public statement that are not currently available are subject to change at
Workday’s discretion and may not be delivered as planned or at all.
Customers who purchase Workday, Inc. services should make their purchase decisions upon services, features,
and functions that are currently available.
Safe Harbor Statement

3. Help Slides Media
Player
Resource
List
Q&A
Housekeeping Items
Speakers Survey
Housekeeping Items
Looking Forward with Workday is a webinar series designed to give you insight into how your organization can do more with Workday. This series will share how we
support how you manage your people and your business. Topics will include solution strategies and roadmaps, specific use cases, live demos, and customer stories.

4. John Pitstick
Product Management,
Senior Director
Max Cutchin
Senior Solutions
Consultant
Scott Guinn
Solutions Marketing
Director

5. To make bold choices today,
leaders need to understand
what the future may hold
through metrics that can help
them anticipate risks, inform
strategy, and prepare for the
future of work, the workforce,
and the workplace.
Governing workforce strategies /
Deloitte Insights / May 2020
Radical Shift in
the Nature of
Work
Renewed Focus on
Resilience, Engagement
and Inclusion
Dramatic
Digital
Acceleration

6. Continuous Recalibration with Analytics & Planning
Insights to Inform
(Analyze)
Take
Action
Automate
workforce actions
seamlessly and
assess impact
Plan
Continuously
Collaborative scenario
planning with visualized
impact
Accelerate
Insights
Understand where you
are today compared to
where you want to be

7. Measure Services
Satisfaction
Promote
Self Sufficiency
Understand
Sentiment
Workday Solutions for the CHRO
Return to the
Workplace
Belonging &
Diversity
Reskill and
Optimize
Talent
Employee
Experience
Management
Evaluate
Plan Safe
Return
Reopen
Workplace
Make
Decisions
Develop
Talent Align Talent
Engage through
Opportunity
Understand
Skills/Capabilities
Create
Connection
Provide Support
Empower
Employees
Engage
Employees
HR Service
Delivery
Deliver Personalized
Case Management
Optimize Service
Delivery Efficiency
Reinvent
Work
Inspire Talent
Reskill and
Rebuild
Understand and Plan to Drive Better People Decisions
Workforce
Optimization
Plan
Workforce
Manage
Workforce
Analyze
Workforce

8. Plan-to-Hire Automation and Reconciliation
Workforce
Optimization
Accelerate Insights
Plan Continuously
Take Action
Evaluate & Recalibrate

9. Plan-to-Hire Automation and Reconciliation
Workforce
Optimization
Accelerate Insights
Plan Continuously
Take Action
Evaluate & Recalibrate
● Current Workers
● Open Positions
● Open Req’s
● Contingent
● Workforce Cost
● Skills
● Sentiment /
Surveys
Current Worker Baseline
• Seed Model with Current Worker Data
• Updates on new hires, terminations,
transfers, retirement
Weigh Scenarios
• Plan for additional headcount, transfers,
retirement, promotions
• Long term modelling, market expansion
Publish
Approved Plan
Analyze / Plan
Financial Plans
Collaboration
HCM Key Metrics
and Trends
Workforce
Planning
Update /
Reconcile

10. From Workforce Plans To Workforce Actions
New Hires
Workforce Planner enters
various changes to the plan
and publishes the info
Kevin
Transfers
Human Capital
Management
Promotions
Terminations
Workforce
Planning
Reorgs
Future

11. In HCM, HR will…
Typical Process Steps for Plan-to-Hire, Reconcile
Define
hiring plans
Offline shadow
system HR handoff
(email, XL, G-sheet)
Research
variance root
causes
Export from
HCM
Reconciliation
reporting outcomes…
1. Not possible
2. FTE*Avg
Salary by dept
Update
“shadow
system” plan
Fill position
Create req
Create position
3. Full
reconciliation
Align with
Finance

12. Which ‘Hot Zone’ Causes the Most Trouble?
In HCM, HR will…
Define
hiring plans
Offline shadow
system HR handoff
(email, XL, G-sheet)
Research
variance root
causes
Align with
Finance
Reconciliation
reporting outcomes…
1. Not possible
2. FTE*Avg
Salary by dept
A
D
B
C
E
Export from
HCM
Fill position
Create req
Create position
3. Full
reconciliation
Update
“shadow
system” plan

13. • A – Shadow system HR handoff
• B – HR execution process
• C – De-duping, researching root causes
• D – Reporting variance, putting $ to the causes
• E – Getting alignment with Finance
Poll: Which ‘hot zone’ is the most trouble?

14. Revised Workflow with ‘Create Positions’
In HCM, HR will…
Define
hiring plans
Offline shadow
system HR handoff
(email, XL, G-sheet)
Research
variance root
causes
Reconciliation
reporting outcomes…
1. Not possible
2. FTE*Avg
Salary by dept
3. Full
reconciliation
Export from
HCM
Fill position
Create req
Create position
Align with
Finance
Update
“shadow
system” plan

15. In HCM, HR will…
Define
hiring plans
Create req
Fill position
Research
variance root
causes
Reconciliation
reporting outcomes…
1. Not possible
2. P*V by dept
Offline shadow
system HR handoff
(email, XL, G-sheet)
Revised Workflow with ‘Create Positions’
Export from
HCM
Create position
3. Full
reconciliation
Align with
Finance
Update
“shadow
system” plan

16. DEMO
Plan-to-Hire Automation

17. In HCM, HR will…
Define
hiring plans
Create req
Fill position
Research
variance root
causes
Reconciliation
reporting outcomes…
1. Not possible
2. P*V by dept
Offline shadow
system HR handoff
(email, XL, G-sheet)
Revised Workflow with ‘Create Positions’
Export from
HCM
Create position
3. Full
reconciliation
Align with
Finance
Update
“shadow
system” plan

18. Planning can drive Workforce Actions
New Hires
Workforce Planner enters
various changes to the plan
and publishes the info
Kevin
Transfers
Human Capital
Management
Promotions
Terminations
Workforce
Planning
Reorgs
Future

19. In times of uncertainty,
AGILITY is the safest harbor

20. Plan-to-Hire Automated with Workday
Analyze to
Understand the
Patterns
Collaborate to Model
and Select the Best-
fit Plans
Put Your Plan in
Motion...
...Building Resilience
to Emerge Stronger

21. Q&A

22. Evolving Landscape of Planning Needs
Unified
PEA
Capability
Strategic Workforce Planning
Objective or scenario based plan.
Focuses on organizational design
and actions needed to achieve
objectives.
Headcount & Cost Planning
Financial/cost based plan.
Focuses on annual costs and
associated headcount.
Resource & Capacity Planning
Operational based plan. Focuses
on the organization model and
operational needs, and how
positions align.
Continuous [Talent] Planning
Iterative and continuous business
planning that identifies key costs
and capabilities required to
achieve organizational goals and
the path for fulfillment.
Complexity, Sophistication, and Frequency

23. Next Steps
Mark your calendars:
Looking Forward with Workday webinar: Understand and
Plan for Diversity and Inclusion | June 3rd @ 9am PT
Watch your inbox:
The recording of this event and related resources will be sent
out shortly.

24. Thank you.