Page Comparison

Simple tagsTags

Image Removed

• “Move to” and “Added” tags - To indicate who both at a person and team level has moved around since and where the baseline snapshot was taken (for both person and team)

• Role & skill tags - Shows who has what roles and/or skills so that it becomes easier for supply leads to assess who is best situated with the right skill sets to be allocated out against the various demand requests

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2810183702/How+to+guide%3A+Tag+Configurations

Tags with attributes

• Leave Leaver tags - Display who’s on what type of leave and their start and end date

• How to create tag values

• How to create a new tag type

• How to modify tag type configurations

• Bulk import Tags with attributes (common attributes)

Placeholder Roles and Requisitions

• Placeholder roles can be enabled in Planner so that users can see the cost impact and changes to the team structure if they are wanting to hire or add an additional person to the team

• TODO

• Requisitions can be brought into Planner and be included in the baseline so that demand and supply leads can have the latest information on what has already been pre-agreed

• What are vacancies?

Financials

• Budgets can be loaded against supply teams based on the budget/target they give to each of the demand teams

• Rate Cards - Daily rate cards against capability teams can be applied to provide a high level view of how much a particular request and/or team structure costs

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2749693953/Rate+Cards

• Importing Rate card and budget can be used to allow drag and drop of data files to update rates and/or budgets

• What are 'Rate Cards' and 'Budgets'?

• How to load in daily rate cards

• How to load budgets

Planner and Forecast Config

• Planner search bar configurations - gives flexibility to control whether users can search how the Planner looks between baseline vs future members

• Requirement box - a configurable box that can specify to demand leaders the specific type of request information they need to provide when submitting the demand request

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2747924843/Planner + Configurations

Planner

• A centralised place for demand leaders to raise FTE demand requests and supply leaders to review and approve FTE requests

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2803925050/TFW+Planner

Team Builder

• A centralised place for supply leaders to review and allocated named individuals against approved FTEs within different demand teams

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/1122697394/About+Team+Builder

• x/FQDrQg

Forecast

• A centralised place for demand leaders to provide an indication of how long they believe they will need the resources for so that supply leaders can gain insights to their people demand and hence proactively plan on how to bridge potential supply and demand gaps

• https://teamform.atlassian.net/wiki/spaces/OS/pages/2751299738/About+Forecast

Data Integration

• Rates and budget importers can be used to allow drag and drop of data files to update rates and/or budgets

• Approved requisitions can be brought into Planner and be included in the baseline so that demand and supply leads can have the latest information on what has already been pre-agreed

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2818048158/How+to+load+in+daily+rate+cards

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2817753260/How+to+load+budgets

• https://teamform.atlassian.net/wiki/spaces/TFW/pages/2716303395/Workday+Requisitions+Report+from+HRIS+-+how+to+guide

Reporting & Dashboard

• Allocation comparison dashboard provides insights on how planned FTE has shifted over the course of time, which generally happens on a quarterly basis

Notifications

/wiki/spaces/CBA/pages/2692612097 Team Builder

• A centralised place for supply leaders to review and allocated named individuals against approved FTEs within different demand teams

• Team Builder