Workforce Planning (Beta)

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Establishments are a new way of interacting with intelliHR. The Establishments feature aims to help you: 

• Plan the growth of your business;
• Maintain business structure despite vacancies;
• Better support new hiring initiatives and programs; and 
• Set and enforce requirements for each position in your organisation.

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Understanding Workforce Planning

If you are part of a large organization, it can be difficult to plan for the growth of your business, to keep track of what roles are filled versus what roles are vacant, and ensure that the jobs you create are actually valid. The establishments feature in intelliHR is designed to help with these things.

Workforce Planning is a data model that can be used as the core hierarchy of your organization structure in the intelliHR platform. Establishments define what the business would look like in an ideal world and control the underlying structure of jobs. 

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Example

In the image below Megan has 4 software engineer direct reports.

Note: the image above is a visualisation of the concept.  It is not an actual system image.

• The first of the images above shows Megan with 4 Software Engineers reporting into her, the Engineering Manager.
• The second image shows what this would currently look like in the org chart if one of those software engineers (Jack Johnson) was to exit the business.
• Without using workforce planning it is not immediately obvious that Megan's team is understaffed and requires an additional software engineer.
• However, by using the workforce planning model the business can define how many software engineers should be reporting to the engineering manager and when one of these establishments/roles is not filled this will be immediately obvious.  The third image displays the state when using establishments and we can see the vacant position for a software engineer.

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Additional Context

Once Workforce Planning is in use, when you create a new job in the system, the workforce planning feature will direct you to select the vacant establishment that you wish to fill with a person. (Click here to begin creating establishments).

To ensure consistency and accuracy across the business you will only be able to select the values (position title, pay grades, business unit etc) that have been defined as standard for that establishment. 

For each establishment, if you define the number of Full-TIme Equivalent (FTE) roles in that establishment.

If you were to look at the overview page for establishments the hierarchical structure of the establishments is easy to see.