Operational Workforce Planning

• US 20160098668A1
• Filed: 10/03/2014
• Published: 04/07/2016
• Est. Priority Date: 10/03/2014
• Status: Abandoned Application

• Current Assignee: Successfactors Incorporated (SAP SE)
• Original Assignee: Successfactors Incorporated (SAP SE)
• Inventors: Hojby, Soren, Zhang, Kit Yue
• Application Number:
  US14/506,460
• Publication Number:
  US 20160098668A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06Q 10/063118 Staff planning in a project environment
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling

Abstract

Techniques are described for operational workforce planning tool. The planning tool can be utilized by a manager to analyze an existing workforce plan. A manager within the organization can adjust the workforce plan based on planning criteria. The adjustments can be stored as planning tasks of the workforce plan. Changes made to the workforce by a lower level manager can be rolled up to an upper level manager for review and approval before the changes are finalized. Furthermore, upper level managers can generate sub-plans for lower level managers. Sub-plans can include planning criteria that is created by an upper level manager for a lower level manager. The lower level managers can report back to the upper level manager on the completion of the sub-plan when the lower level manager rolls up his changes to the workforce plan for the manager to review.

Claims

1. A computer-implemented method, comprising:

presenting, by a processor, a manager view configured to present analysis on a team, the manager view including a plurality of charts wherein each chart is configured to provide analysis on the team with respect to a dimension of interest;

detecting, by the processor, a selection of a chart from the plurality of charts;

presenting, by the processor, a pop-up window within the manager view containing a layout for editing the team with respect to the dimension of interest corresponding to the selected chart.

2. The computer-implemented method of claim 1, wherein the dimension of interest is one of an available budget for the team, a first headcount of the team, a second headcount per geographical region, and a third headcount per department.

3. The computer-implemented method of claim 1, wherein the layout includes a new entry to add a new member to the team and wherein at least one field of the new entry is automatically populated based on the dimension of interest that corresponds with the selected chart.

4. The computer-implemented method of claim 3, wherein detecting the selection of the chart includes detecting that a data marker of the chart has been selected and wherein underlying data corresponding to the data marker is used to automatically populate one or more fields of the new entry.

5. The computer-implemented method of claim 1, wherein the chart presents analysis on underlying data associated with the team by using a plurality of data markers, the method further comprising:

presenting a warning corresponding to a data marker alongside the chart when the underlying data corresponding to the data marker violates a predefined rule.

6. The computer-implemented method of claim 1, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting, by the processor, a selection of a direct report from the list of direct reports;

retrieving, by the processor, one or more planning tasks generated by the selected direct report; and

presenting, by the processor, the one or more planning tasks in the manager view.

7. The computer-implemented method of claim 1, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting, by the processor, a selection of a direct report from the list of direct reports;

retrieving, by the processor, another manager view corresponding to the selected direct report; and

presenting, by the processor, the another manager view in the place of the manager view.

8. A non-transitory computer readable storage medium storing one or more programs, the one or more programs comprising instructions for:

presenting a manager view configured to present analysis on a team, the manager view including a plurality of charts wherein each chart is configured to provide analysis on the team with respect to a dimension of interest;

detecting a selection of a chart from the plurality of charts;

presenting a pop-up window within the manager view containing a layout for editing the team with respect to the dimension of interest corresponding to the selected chart.

9. The non-transitory computer readable storage medium of claim 8, wherein the dimension of interest is one of an available budget for the team, a first headcount of the team, a second headcount per geographical region, and a third headcount per department.

10. The non-transitory computer readable storage medium of claim 8, wherein the layout includes a new entry to add a new member to the team and wherein at least one field of the new entry is automatically populated based on the dimension of interest that corresponds with the selected chart.

11. The non-transitory computer readable storage medium of claim 10, wherein detecting the selection of the chart includes detecting that a data marker of the chart has been selected and wherein underlying data corresponding to the data marker is used to automatically populate one or more fields of the new entry.

12. The non-transitory computer readable storage medium of claim 8, wherein the chart presents analysis on underlying data associated with the team by using a plurality of data markers, the method further comprising:

presenting a warning corresponding to a data marker alongside the chart when the underlying data corresponding to the data marker violates a predefined rule.

13. The non-transitory computer readable storage medium of claim 8, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting a selection of a direct report from the list of direct reports;

retrieving one or more planning tasks generated by the selected direct report; and

presenting the one or more planning tasks in the manager view.

14. The non-transitory computer readable storage medium of claim 8, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting a selection of a direct report from the list of direct reports;

retrieving another manager view corresponding to the selected direct report; and

presenting the another manager view in the place of the manager view.

15. A computer implemented system, comprising:

one or more computer processors; and

a non-transitory computer-readable storage medium comprising instructions, that when executed, control the one or more computer processors to be configured for;

presenting a manager view configured to present analysis on a team, the manager view including a plurality of charts wherein each chart is configured to provide analysis on the team with respect to a dimension of interest;

detecting a selection of a chart from the plurality of charts;

presenting a pop-up window within the manager view containing a layout for editing the team with respect to the dimension of interest corresponding to the selected chart.

16. The computer implemented system of claim 15, wherein the layout includes a new entry to add a new member to the team and wherein at least one field of the new entry is automatically populated based on the dimension of interest that corresponds with the selected chart.

17. The computer implemented system of claim 16, wherein detecting the selection of the chart includes detecting that a data marker of the chart has been selected and wherein underlying data corresponding to the data marker is used to automatically populate one or more fields of the new entry.

18. The computer implemented system of claim 15, wherein the chart presents analysis on underlying data associated with the team by using a plurality of data markers, the method further comprising:

presenting a warning corresponding to a data marker alongside the chart when the underlying data corresponding to the data marker violates a predefined rule.

19. The computer implemented system of claim 15, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting a selection of a direct report from the list of direct reports;

retrieving one or more planning tasks generated by the selected direct report; and

presenting the one or more planning tasks in the manager view.

20. The computer implemented system of claim 15, wherein the manager view further includes a pull down menu containing a list of direct reports, the method further comprising:

detecting a selection of a direct report from the list of direct reports;

retrieving another manager view corresponding to the selected direct report; and

presenting the another manager view in the place of the manager view.