Unit4 Financial Planning & Analysis

Workforce planning software with HR analytics & people planning

Your people are your biggest cost.
And your biggest opportunity.

Trusted by organizations where people strategy drives financial results

HR and finance need to speak the same language

When workforce planning happens in HR spreadsheets and financial planning happens in finance systems, neither department sees the full picture. Unit4 People Planning unifies headcount, compensation, skills, and diversity data with your financial forecasts, so every hiring decision comes with a clear financial impact. Ranked #1 in Dresner's Workforce Planning and Analysis report for multiple consecutive years.

Workforce decisions backed by data, not guesswork

Plan your workforce with financial precision

Model headcount changes at individual employee level and see the financial impact instantly. Add a role, and compensation costs, departmental budgets, and cash flow projections update automatically. Remove a position, and savings flow through to your forecast. Unit4 connects vacancy planning, salary modeling, and financial budgeting in one system, giving HR and finance a single shared view of workforce economics.

Key Features:

Granular workforce planning at individual employee and vacancy level
Compensation modeling with automatic financial forecast updates
Headcount scenario planning with real-time budget impact
Workflow-supported planning with status checks and approval stages

See skills gaps before they hurt

Your workforce has skills. Your strategy needs different ones. Unit4's skill matrix shows exactly where the gaps are, by department, by role, by individual. Model the cost of closing skills gaps through training vs. hiring. Connect workforce capabilities directly to strategic goals, so you build the team you actually need instead of the team you inherited.

Key Features:

Skill matrix tracking across the entire organization
Gap analysis by department, role, and individual
Training vs. hiring cost modeling
Strategic alignment between capabilities and business goals

Track diversity with the same rigor as revenue

Diversity isn't just an HR metric. It impacts culture, innovation, and stakeholder trust. Unit4 tracks diversity analytics across multiple dimensions (gender, ethnicity, age, department, level) with the same analytical rigor you apply to financial KPIs. Structured prioritization helps you focus diversity efforts where representation gaps are largest and improvement is most achievable, so resources go where they create the most impact.

Key Features:

Multi-dimensional diversity analytics
Structured prioritization to focus initiatives by impact
Progress tracking against diversity targets
Integration with ESG reporting for social impact compliance

Model attrition risk and workforce cost trajectories

Headcount planning is only part of the picture. Unit4 People Planning lets you model attrition scenarios, forecast total compensation trajectories (including benefits, taxes, and annual increases), and understand what your workforce will cost 12 to 18 months from now, not just today. When leadership asks about the financial impact of a hiring freeze, an expansion plan, or a restructure, you answer with modeled scenarios instead of estimates.

Key Features:

Attrition scenario modeling with financial impact analysis
Total compensation forecasting including benefits and tax
Workforce cost trajectory modeling over 12-18 month horizons
Ava contextual help and intelligent forecasting that flags inconsistencies

More key features & capabilities

Pre-Built HR Dashboards
Pre-configured analytics for headcount, compensation, skills, and diversity. Customize for your organization's specific needs.
Interactive Data Visualization
Rich graphical representations make workforce data accessible to non-technical stakeholders. Everyone understands the story.
Ava Contextual Help
Ava, Unit4's AI advisor, auto-validates data and flags issues before they hit forecasts, helping cut time-on-task by 30%.
#1 for 3 Years Running
Ranked #1 vendor in Dresner's Workforce Planning and Analysis report for multiple consecutive years. Market-proven excellence.
Integrated HCM + FP&A
Native connection between Unit4 HCM and FP&A. No middleware, no manual syncing, no reconciliation.
Secure & Compliant
GDPR-compliant workforce data management with granular user rights. Sensitive employee information stays protected.

Seamlessly connects with your tech ecosystem

Frequently asked questions

How does Unit4 People Planning connect HR and finance?
Unit4 People Planning integrates directly into Unit4 FP&A, connecting employee data (headcount, compensation, skills, diversity) with financial planning and budgeting. HR teams model workforce scenarios and instantly see the financial impact. Both teams work from the same data simultaneously.
How does skills tracking work?
A comprehensive skill matrix tracks employee capabilities across the organization. HR teams define required skills for each role, assess proficiency levels, and identify gaps. Scenario modeling compares the cost and timeline of training vs. external hiring.
Can it track diversity, equity, and inclusion metrics?
Yes. Multi-dimensional diversity analytics track representation across gender, ethnicity, age, department, and organizational level. Structured prioritization helps focus initiatives where gaps are largest. Diversity metrics integrate with ESG reporting for compliance.
Why is Unit4 ranked #1 in workforce planning?
Unit4 has been consistently ranked #1 in Dresner Advisory Services' Workforce Planning and Analysis report. Key strengths include granular employee-level planning, native HCM and FP&A integration, Ava contextual help with intelligent forecasting and automation, and pre-built dashboards.
How does Unit4 protect sensitive employee data?
Role-based access controls ensure users only see relevant workforce data. GDPR-compliant data segregation stores employee information in individual, secure databases. All data is encrypted in transit and at rest. Audit trails document every access and change.