Steps: Reconfigure Tenant for Headcount Planning After Tenant Refresh
Complete the setup for headcount planning before you refresh the tenant.
When you configure Workday Adaptive Planning for headcount planning using a workforce planning configuration manager, you connect your source of truth data in HCM and Financials to Adaptive Planning. This connection enables your planning configuration manager to automatically manage your planning data and metadata. When you refresh your tenant, this connection breaks and you must reconfigure headcount planning.
You must reconfigure headcount planning after you refresh your tenant in these scenarios:
- From production to sandbox.
- From production to implementation.
- From implementation to implementation.
- From any nonproduction, including preview.
- In Workday, access theUnregister Planning Application after Tenant Refreshtask.Security:Set Up: Headcount Planningin the Adaptive Planning for the Workforce functional area and Headcount Planning functional area.
- Select your headcount planning application.
- In Adaptive Planning, select .Security:Data Designerpermission.
- Access the Workday credential that you use for headcount planning.
- On the credential, selectRegister Orchestration.