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.

Personnel Sheet

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 actuals data from Banner (Phase 1) and Workday Finance.

3. Compensation information from HCM and costing allocation from Finance will be loaded in to support the budget development process.

4. Sheet type: Modeled

1. 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 Personnel sheet will include Fund, Level, Account Code, Account Title, Position ID, Position Title, Banner ID, and Workday ID.

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 Personnel 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 Allocation, Headcount, Partial Headcount, Monthly FTE, and more.

Additional Resources

1. How To Edit Data in Cells in Workday