Sheets provide the interface to view and enter data in the model. They are akin to the concept of tabs within an Excel file. Users with Standard or System Administrator access may edit data within a sheet while only users with System Administrator access may set up sheets.

Open Positions

1. The purpose of this sheet is to provide users the ability to plan for Salary, Allowances, and Additional Earnings Expenditures using Position Information.

2. Users will be able to create more accurate in-year forecasts for compensation by leveraging budget data.

3. Sheet type: Modeled

   1. Used for entering standardized data. Modeled sheets contain the underlying business logic within formulas to model future time periods.

Sheet Design

1. Planning for compensation related expenses will take place across several different sheets.

2. Planners will have the ability to plan by Employee Class.

3. The Open Positions sheet will include Level, Account Code, Account Title, Position ID, Position Title, and Employee Class.

4. Modeled Accounts provide data entry in Text, Dollars/Numbers, and Dimension selections.

Version Selector

1. Versions fall into two categories within Workday Planning: Actuals and Working Budget.

   1. Actuals contain historical financial data.

2. To access the different Open Position Sheet Versions, select the drop-down Versions list in the upper-right hand corner of the sheet.

View Row Details

1. For modeled sheets, row details can be accessed to drill-down to the data behind the value in cells/rows.

2. To access row details, right-click any cell in the row you wish to view.

   1. In this example, to view row details for row #2, right-click any cell in the row and you will have the option to select the task.

3. Upon selecting “Row Details”, a new browser opens with information about Partial Headcount, Headcount, Pay Rate, and more

Additional Resources

• How to Edit Data in Cells In Workday