Headcount Planning Application
When you perform bottom-up, position-level workforce planning, you can now secure who can see compensation data during headcount planning for more control over your data. When you generate headcount plans and headcount forecast plans, you can also now quickly include all subordinate organizations of your selected supervisory organization, and use more intuitive plan start and plan date periods to pick your plan time range.
To use this feature, we require you to configure the workforce planning configuration manager feature with the Use Plan and Execute Tasks option selected.
Plan Start Date and Plan End Date Prompts
Release: 2024-03-09
When you select your Plan Start Date and Plan End Date on these tasks, you can now select periods instead of calendar dates:
- Configure Headcount Plan
- Create Forecast
We don't automatically convert calendar dates to periods on existing headcount plans and headcount forecast plans. You can continue to use these existing plans with calendar dates, but any new plans use periods.
Secure Compensation Data
Release: 2024-03-09
We add a new Secure Data check box column on the Sheet Definition table of Roster Sheet page on the Manage Workforce Planning Configuration task. The check boxes on this new column enable you to secure any compensation-related fields on reports to only users who have access to the Compensation Details: Headcount Planning domain.
We now automatically select this check box for rows that use these report fields:
- Compensation Basis Amount
- Compensation Grade
We also add new Secure Data Check Box Updated text on the Review Changes & Activate page when you make changes to these check boxes.
On existing workforce planning applications, we don't automatically select the new check box for rows that use these report fields:
- Compensation Basis Amount
- Compensation Grade
Include Subordinate Organizations Check Box
Release: 2024-03-09
We add a new Include Subordinate Organizations check box on the Configure Headcount Plan task, saving you time by enabling you to include all subordinate organizations of your selected parent supervisory organizations. We only display the new check box when you don't select a Top Level Hierarchy.
Restrict Form Selections to Allowed Organizations
Release: 2024-04-12
When you add or edit positions on your headcount or headcount forecast plans, we now display a warning when you select organizations that aren't allowed on your supervisory organization. You can still select the organizations.
We display the warning when you create or edit positions on your headcount plans or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
We also display the warning when plan administrators create or edit positions on plans using the Launch button on the View Headcount Planning Configuration report.
Restrict Date Selections Outside Plan Date Range
Release: 2024-04-12
When you create or edit positions on your headcount or headcount forecast plans, we now restrict your Position Start Date entries to dates within the plan date range. For clarity, we also update the warning message when you enter an invalid date on the Effective As Of prompt.
We restrict date entries when you create or edit positions on your headcount plans or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Unsaved Changes Warning When Changing Effective As Of Date on Existing Position Change
Release: 2024-04-12
When you edit an existing position change, we now display a warning dialog that you're discarding unsaved changes and refreshing the form when you update a field and either:
- Change the Effective As Of date.
- Clear the Effective As Of date.
We display the dialog when you edit existing position changes on your headcount plans or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Display All Compensation Currency Values
Release: 2024-06-14
When you include Compensation Currency on your headcount plans or headcount forecast plans, we now always display all Compensation Currency values on the dropdown menu when you create or edit positions. This enables you to plan for positions using those compensation currencies even if you don't have access to those currencies through currency-related domain security.
We display all Compensation Currency values when you create or edit positions on your headcount plans or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Change Log
Headcount Planning Application
We update this release note to change the feature title from "Bottom-Up Workforce Planning" to "Headcount Planning Application."
Preview Date: 2024-02-03. Production Date: 2024-03-09.