Instructions

Using Vena Excel Templates in 'Basic' Excel

Workforce Planning - "Input"

Apply your own colors & branding
• Go to 'Page Layout', then 'Themes' to select from other color formats and fonts.
• Go to 'Home', then 'Cell styles' to reformat the appearance and colors of different included cell types.

Compile Employee Lists

• Define the year and period, add all known employees you are planning for.
• Add additional work regions or position types to the Summary tab, those options will now appear selectable in Input.
• Add additional benefits (e.g. 401K, FUTA, SUTA, etc.) based on your country as column sets at the far right of the temp
• Use the calculated salary and FTE columns to help you define your national benefit calculations.

Submit for Approvals

• Leverage the Summary as a validation tool
• Submit the plan to executives for approval

Combine with other Entities / Departments / Cost Centers / Profit Centers

• Aggregate sheets together using Excel logic
• Contact a Vena to learn more about automatically aggregating your labour expenses
pear selectable in Input.
at the far right of the template by copy/paste.
Workforce Planning
Entity X, Department D10
Fiscal Year/Period: 2024▾ 4▾
Position Work Region Name Start Date Stop Date

Planned Employees
Manager▾ California▾ Mifflin, Dunder Nov/1/2022
Manager▾ Illinois▾ Baird, Linda Aug/1/2022
Total Planned Employees

Existing Employees
Manager▾ Washington▾ Gordon, James Sep/13/2021
Snr. Manager▾ California▾ Speare, Candace May/18/2022 Jul/24/2022
Snr. Production Worker▾ Colorado▾ Levitt, Alex Jul/17/2021
Production Worker▾ Colorado▾ Jones, Janet Dec/6/2019
Production Worker▾ Colorado▾ Phillips, Sue Aug/27/2020 Dec/24/2022
Total Existing Employees

Transferred In Transfer In
Intern▾ New York▾ Lansing, Tom Apr/3/2022
Technician▾ Colorado▾ Kensington, Alice Jun/13/2021
Total Transferred In

Transferred Out Transfer Out

Technician▾ Illinois▾ Cooper, Sean Jul/29/2021 Aug/21/2022
Total Transferred Out
 Std Comp
Contract Hourly Wage Hours/Wk Annual Salary Allocation Inputs

Salary▾ 135,000 100% 135,000

Salary▾ 95,000 50% 95,000
230,000

Salary▾ 120,000 60% 120,000

Salary▾ 185,000 60% 185,000
Hourly▾ 32.00 42.0 100% 69,888
Hourly▾ 22.00 40.0 100% 45,760
Hourly▾ 21.50 35.0 100% 39,130
459,778

Salary▾ 120,000 100% 120,000

Salary▾ 97,000 100% 97,000
217,000

Hourly▾ 18.25 40.0 100% 37,960

37,960
 12Mo Schedules
Bonus FTE Headcount Std Comp Bonus
Inputs Annual Annual Annual Annual

1,200 1.00 1.00 135,000 1,200.00

800 0.50 1.00 47,500 800.00
2,000 1.50 2.00 182,500 2,000

4,000 1.00 1.00 120,000 4,000.00

11,000 - - - 11,000.00
2,650 1.00 1.00 69,888 2,650.00
400 1.00 1.00 45,760 400.00
400 - - - 400.00
18,450 1.00 1.00 120,000 15,000

1,200 1.00 1.00 120,000 1,200.00

1,200 1.00 1.00 97,000 1,200.00
2,400 2.00 2.00 217,000 2,400

1,200 - - - 1,200.00
1,200 - - - 1,200
Workforce Summary

Summary by Position Type

Add more Position Types to table below to see selections available on the Input tab.

60,000

Add more rows… 50,000

Snr. Production Worker
Production Worker 40,000
Intern
Technician 30,000
Snr. Manager
Manager 20,000
Junior Developer
Developer 10,000

Position Type P1 P2 P3 P4 P5
Developer - - - - -
Junior Developer - - - - -
Manager 25,208 25,208 25,208 25,208 25,208
Snr. Manager - - - - -
Technician 8,083 8,083 8,083 8,083 8,083
Intern 10,000 10,000 10,000 10,000 10,000
Production Worker 3,813 3,813 3,813 3,813 3,813
Snr. Production Worker 5,824 5,824 5,824 5,824 5,824
Add more rows… - - - - -
Total 52,929 52,929 52,929 52,929 52,929

Summary by Position Type

Add more Work Regions to table below to see selections available on the Input tab.

60,000

50,000

California 40,000
Colorado
Washington 30,000
New York
Illinois 20,000

10,000

-
 New York
Illinois 20,000

10,000

Work Region P1 P2 P3 P4 P5
Illinois 3,958 3,958 3,958 3,958 3,958
New York 10,000 10,000 10,000 10,000 10,000
Washington 10,000 10,000 10,000 10,000 10,000
Colorado 17,721 17,721 17,721 17,721 17,721
California 11,250 11,250 11,250 11,250 11,250
Total 52,929 52,929 52,929 52,929 52,929
 P6 P7 P8 P9 P10 P11 P12 Full Year
- - - - - - - -
- - - - - - - -
25,208 25,208 25,208 25,208 25,208 25,208 25,208 302,500
- - - - - - - -
8,083 8,083 8,083 8,083 8,083 8,083 8,083 97,000
10,000 10,000 10,000 10,000 10,000 10,000 10,000 120,000
3,813 3,813 3,813 3,813 3,813 3,813 3,813 45,760
5,824 5,824 5,824 5,824 5,824 5,824 5,824 69,888
- - - - - - - -
52,929 52,929 52,929 52,929 52,929 52,929 52,929 635,148
 P6 P7 P8 P9 P10 P11 P12 Full Year
3,958 3,958 3,958 3,958 3,958 3,958 3,958 47,500
10,000 10,000 10,000 10,000 10,000 10,000 10,000 120,000
10,000 10,000 10,000 10,000 10,000 10,000 10,000 120,000
17,721 17,721 17,721 17,721 17,721 17,721 17,721 212,648
11,250 11,250 11,250 11,250 11,250 11,250 11,250 135,000
52,929 52,929 52,929 52,929 52,929 52,929 52,929 635,148
Total Comp Total Bonus Avg Comp Avg Bonus
- - - -
- - - -
302,500 6,000 100,833 2,000
- 11,000 - 11,000
97,000 2,400 48,500 1,200
120,000 1,200 120,000 1,200
45,760 800 22,880 400
69,888 2,650 69,888 2,650
- - - -
635,148 24,050 362,101 18,450
Total Comp Total Bonus Avg Comp Avg Bonus
47,500 2,000 23,750 1,000
120,000 1,200 120,000 1,200
120,000 4,000 120,000 4,000
212,648 4,650 53,162 1,163
135,000 12,200 67,500 6,100
635,148 24,050 384,412 13,463