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Persona-based journeys through TeamForm features and the options for usage with links to config to set things up according to the option selected.

https://teamform.atlassian.net/wiki/x/4wBwQg

https://teamform.atlassian.net/wiki/x/AYDeng

https://teamform.atlassian.net/wiki/x/FQDrQg

What features enable Workforce Planning?

TeamForm Feature

How it helps

Reference Guides

1

Simple tags

image-20240306-220358.png

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

  • 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

2

Tags with attributes

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

3

Placeholder Roles

  • 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

4

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

5

Configurations

  • 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

6

Planner

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

7

Team Builder

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

8

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

9

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

10

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

11

Notifications

/wiki/spaces/CBA/pages/2692612097

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