Financial Planning & Analysis
Unit4 People Planning & Analytics
Your people are your biggest cost.
And your biggest opportunity.
Trusted by organizations where people strategy drives financial results
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
Why organizations choose Unit4 for integrated financial planning
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.
Enterprise-grade security for your workforce data
Explore the full FP&A platform
FP&A
The AI-first platform for modern finance. Automate budgeting, forecast with confidence, and connect people to profits in one unified system.
Reporting
From data chaos to decision clarity. Automate reports, analyze with AI, and give every stakeholder real-time dashboards they can understand.
Consolidation
Month-end close without the chaos. Automate intercompany reconciliation, multi-currency consolidation, and audit-ready group reporting.
Integrated
Stop planning in silos. Connect P&L, balance sheet, and cash flow planning with operational budgets across the entire organization.
ESG
Track sustainability metrics alongside financial performance. Prove compliance, monitor progress, and turn ESG data into strategic advantage.
IFRS16
Lease accounting without spreadsheets. Automate recognition, measurement, and disclosures for every lease contract with complete audit trails.