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Adaptive Planning
Last Updated: 2023-06-23
Execute New Planned Positions

Execute New Planned Positions

You can now create positions directly from approved headcount plans, reducing the manual labor of putting your plan into action. When you use Change Organization Assignment as a sub-business process of Create Position, we automatically provide the planned organization information. The position level connection between your plan and actuals also makes headcount reconciliation easier.
To use this feature, we require you to configure the workforce planning configuration manager feature with the Use Plan and Execute Tasks option selected, and have used the Bottom-Up Workforce Planning feature for your headcount plan.
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Manage Workforce Planning Configuration Task

Release: 2024-03-09
When you create a new planning application on the Manage Workforce Planning Configuration task, we now display these new options:
  • Use Plan and Execute Tasks
  • Plan in Adaptive Planning
To use the Bottom-Up Workforce Planning features, we now require you to select Use Plan and Execute Tasks when you create new headcount planning applications.

Map Plan Fields to Task Fields

Release: 2024-03-09
We add a new Map Plan Fields to Task Fields page on the Manage Workforce Planning Configuration task, enabling you to map planning dimensions to fields on these position tasks:
  • Create Position
  • Change Organization
We automatically provide this information using your mapping setup to the Create Position business process when you execute positions on the Execute Headcount Plan task.

Execute Headcount Plan Task

Release: 2024-03-09
We deliver a new Execute Headcount Plan task (secured to the Process: Headcount Planning domain) that you can use with approved headcount plans generated using a planning configuration manager to:
  • Change organization assignments as a sub-business process of your Create Position business process.
  • Create positions using the Create Position business process.
  • Link unplanned positions to To Be Hired positions on this headcount plan so that you can track those positions like the planned positions. We include these originally unplanned positions with the planned positions in headcount reconciliation.
  • Track which positions on the headcount plan have initiated, in progress, completed, or canceled business process events.

To Be Hired ID Report Field

Release: 2024-03-09
We deliver a new To Be Hired ID report field on the Plan Executable business object (secured to the Public Reporting Items domain) that you can use in condition rules and custom reports to view the To Be Hired ID of newly planned positions on headcount planning rows.
We automatically use this report field for headcount planning rows on the roster sheets that are synced with your headcount plans.

View Headcount Plan Report from Related Actions Menu

Release: 2024-03-09
We deliver a new View Headcount Plan report (secured to the Process: Headcount Planning domain), which you can access from the related actions menu of headcount plans on the View Headcount Planning Configuration report. This new report enables you to easily view information about your headcount plans from their related actions menus instead of directly on the headcount plans.