Headcount Forecast Planning
With this release, you can create a forecast plan based on your latest actuals and selected events from your prior plan, making it easier to course correct using relevant data as you begin to adjust your current plan or to start your new planning cycle. Once you create your forecast plan, you can initiate a new headcount planning process.
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.
Watch the video:
3m 45sCreate Forecast Task
Release: 2024-03-09
We deliver a new Create Forecast task (secured to the Headcount Planning business process) that you can use to create a headcount forecast plan based on:
- An approved headcount plan as the source plan.
- The latest actuals.
We merge the To Be Hired and existing position edits from the source plan with the latest actuals. You can also include unexecuted To Be Hired positions from the approved source plan with effective dates in the past.
We automatically configure the new task as an initiating action on the Headcount Planning business process.
When you complete the new task, you generate these Inbox items that plan controllers and participants can now use for forecast headcount planning:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Approved Headcount Forecast Plans and Source Headcount Plans
Release: 2024-03-09
When you finish forecast planning and approve the headcount forecast plan, we now restrict you from executing on positions from the source headcount plan when you either:
- Approve the forecast plan.
- Create the forecast plan and select the Lock Source Plan Executions check box on the Create Forecast task.