Bottom-Up Workforce Planning
When you perform bottom-up, position-level workforce planning, you can now plan for future-dated changes to existing filled or unfilled positions. You retain the prior position information as you plan. This helps ensure the accuracy of calculations of those prior position information. We also display compensation guidelines when you plan new positions to make it easier to enter compensation basis amounts that follow your organization's compensation eligibility rules.
To use this feature, we require you to configure the workforce planning configuration manager feature with the Use Plan and Execute Tasks option selected.
Watch the video:
3m 59sEffective Date Settings for Position Edits
Release: 2024-03-09
When you create or edit 1 or multiple positions on your headcount plan, we add a new:
- Effective As Of prompt.
- Apply these changes to existing future-dated edits for these positions check box.
This new prompt and new check box enable you to:
- Apply changes that you make on this form to existing future-dated edits for the selected positions.
- Retain the prior states of those existing filled and unfilled positions to help ensure accuracy in calculations.
You can access the new prompt and check box when you create or edit positions on your headcount plan using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Effective Dated Changes Icon and Popup
Release: 2024-03-09
We add a new Effective Dated Changes popup that you can access from a new calendar icon on each row, enabling you to:
- Edit changes to the position for that effective date.
- Delete changes to the position for that effective date.
- Duplicate changes to the position for that effective date in a new effective date.
We only display the new icon on a row when at least 1 effective-dated change exists for the position in your selected period.
You can access the new popup and icon when you create or edit positions on your headcount plan using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Effective As Of Prompt on Grid
Release: 2024-03-09
We add a new Effective As Of prompt above the rows grid, enabling you to filter grid rows.
You can access the new prompt when you create or edit positions on your headcount plan using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Effective Start Date and Effective End Date Columns on Roster Sheets
Release: 2024-03-09
For roster sheets created from workforce planning configuration managers that you use for planning and executing using tasks, we now add these new read-only, required columns:
- Effective Start Date
- Effective End Date
We only display the new columns on the Adaptive Planning roster sheet that's automatically synced with your headcount plan.
We automatically:
- Add these columns to roster sheets from workforce planning configuration managers that were created before Workday 2023R2.
- Use these new columns in your headcount plans for effective-dated changes and filtering.
Compensation Basis Amount Guidelines
Release: 2024-03-09
When you create or edit positions on your headcount plan, we run your compensation eligibility rules and now display a new Compensation Guidelines section with these read-only fields:
- Base Pay Range
- Compensation Pay Range Midpoint
- Compensation Package
- Compensation Grade
You can access the new section when you create or edit positions on your headcount plan using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Compensation Currency and Staffing Status Columns on Roster Sheets
Release: 2024-03-09
We add these new dimensions and roster sheet columns on the Manage Workforce Planning Configuration task:
- Compensation Currency
- Staffing Status
We now require you to add these dimensions to workforce planning configuration managers that you use for planning and executing using tasks.
We also add these new columns:
- As required columns on headcount plans created using these workforce planning configuration managers.
- Automatically to headcount plans from workforce planning configuration managers that were created before Workday 2023R2.
Save Changes to Positions
Release: 2024-03-09
We remove the Save button from your headcount plan that you can access using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Instead, we automatically save when you:
- Change data.
- Delete data.
- Enter data.
- Submit.
We continue to update the KPIs when you save.
Read-Only Headcount Plan Upon Submission
Release: 2024-03-09
To maintain plan integrity, we now make the headcount plan read-only to plan participants when:
- All plan participants submitted or the plan controller pulled the entire plan forward.
- The controller pulls forward the individual business process event of the participant.
- The controller closes the individual business process event that exists for the participant.
- The participant submits their part of the headcount plan.
We make the headcount plan that you can access using these Inbox items read-only:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
When the headcount plan is read-only, we disable these actions:
- Add or edit positions.
- Select rows.
You can continue to:
- Apply filters.
- Select Level and Period.
Row Count
Release: 2024-03-09
We now display the total number of headcount plan rows and how many of those rows we display based on these filters:
- Supervisory Organization
- Effective As Of Date
- Display Options
We display row numbers for headcount plan rows that you can access using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Loading Spinner
Release: 2024-03-09
To help prevent errors when you change the headcount plan, we now display a loading spinner on the headcount plan that you can access using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
We display the new loading spinner when you:
- Add a new row.
- Delete an effective date for a row.
This loading spinner restricts you from taking any actions while we persist your change and refresh the KPIs.
Grid Sorting in Ascending and Descending Order
Release: 2024-03-09
We now enable you to use the column headers on the rows grid of your headcount plan to sort your rows in either ascending or descending order.
You can sort on headcount plan rows that you can access using these Inbox items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Display Compensation Guidelines in Forms Check Box
Release: 2024-03-09
We add a new Display Compensation Guidelines in Forms check box on these tasks:
- Create Headcount Plan
- Create Headcount Forecast Plan
You can use this new check box to display or hide the Compensation Guidelines fields when you use the Headcount Planning Participant Detail Event Inbox item to:
- Create positions on your headcount or headcount forecast plan.
- Edit positions on your headcount or headcount forecast plan.