Headcount Planning Application
When you perform bottom-up, position-level workforce planning, we continue to enhance your workforce planning configuration managers with more security for compensation data, column label overrides reflected in Adaptive Planning, and a new data extraction security domain. We also update the user experience when you view your headcount and headcount forecast plans, and execute headcount plans.
Business Benefits
- The new Planning Staffing Status icons improves visibility on which Planning Staffing Status values the rows have.
- The new related actions menus, related actions menu options, and ability to click directly on the objects make it easier to investigate and take action on those objects.
- The sorting and pagination expedite navigation and data entry, and also improves performance.
- The new data extraction domain now enables your workforce planning configuration managers to extract more data at a time with improved performance and scalability.
Changes
On the
Dimensions
page of the Manage Workforce Planning Configuration
task, we now enable you to add these dimensions:
- Contingent Worker Type
- Pay Rate Type
- Pay Component
- Pay Frequency
- Union
We deliver these new report fields on the Plan Dimension business object (secured to the
Set Up: Adaptive Planning
domain) that you can use for the new dimensions on your workforce planning configuration managers:
- Plan Dimension as Contingent Worker Type
- Plan Dimension as Pay Rate Type
We also deliver the
Frequency
report field on the Frequency business object (secured to the Public Reporting Items
domain) that you can use for the new dimensions on your workforce planning configuration managers.On the
Roster Sheet
page of the Manage Workforce Planning Configuration Manager
task, we rename the Secure Report Data
column to Secure Data
and update the hover text. This check box now enables you to secure compensation data on reports, headcount plans, and headcount forecast plans. When you select the
Secure Data
check box for sheet columns, we now only display the data to users with access on the Compensation Details: Headcount Planning
domain. We secure access to compensation-related columns when you view the headcount or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
When you use column label overrides for sheet columns, we now use those label overrides in the roster modeled sheet columns in Adaptive Planning.
When you edit an active workforce planning configuration manager on the
Manage Workforce Planning Configuration
task, we add a new View Details
link on these pages so that you can access those model objects in Adaptive Planning:
- Roster Sheet.
- Version.
We also add a new
Details
table column with a View
link on these pages:
- Dimensions.
- Level.
- Preview Data.
We also deliver a new
Manage: Workday Data Extraction
security domain that you can use to extract up to 5 million lines of data at a time for the workforce planning configuration manager. When you view headcount and headcount forecast plans, we now remove the select all check box in the table header. Instead, we recommend that you:
- Click the check box for your first row.
- Scroll down to your last row.
- Hold Shift on your keyboard.
- Click the check box for your last row.
In this table, we also now:
- Display icons next to the Planning Staffing Status value for each row.
- Display related actions menus next to objects.
- Enable sorting and pagination.
- Enable you to click directly on objects to access them.
When you don't select your Supervisory Organization and Time during headcount planning, we now restrict you from these actions: Creating a position. Editing a position. Opening the actions menu for a position. We restrict these actions when you view the headcount or headcount forecast plans using these My Tasks items: Headcount Planning Event Headcount Planning Participant Detail Event
- Creating a position.
- Editing a position.
- Opening the actions menu for a position.
We add these options on the related actions menu of headcount planning applications:
- View
- Copy
- Rename
- Delete
- Manage
We deliver these new report fields on the Position Request Event business object (secured to the
Public Reporting Items
domain) that you can use in condition rules for business processes:
- To Be Hired ID on Position Request Event
- To Be Hired Sheet Row
We also update the grid on the
Execute Headcount Plan
task to now support sorting and pagination. We don't secure access to columns using the
Compensation Details: Headcount Planning
domain for existing headcount and headcount forecast plans. We don’t enable sorting and pagination on existing headcount and headcount forecast plans. What Do I Need to Do?
Give the integration system user (ISU) for the workforce planning configuration manager access to the
Manage: Workday Data Extraction
security domain.Update the registered API client for the workforce planning configuration manager in Workday and:
- AddScope (Functional Areas):System.
- SelectInclude Workday Owned Scope.
If you want users to have access to data that's secured by the
Secure Data
column, add those users to security groups with access to the Compensation Details: Headcount Planning
domain.When you add the new dimensions to your workforce planning configuration managers on the
Manage Workforce Planning Configuration
task, select a Field
for those dimensions on the Roster Sheet
page. What Happens If I Do Nothing?
If you don’t use the new
Manage: Workday Data Extraction
security domain, your workforce planning configuration managers continue to operate with a 1 million line data limit instead of the new 5 million line data limit. 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: 2024-08-17. Production Date: 2024-09-21.
Enforce Supervisory Organization and Time Selections
We update the Changes field to document that we now restrict some actions when you don't select your Supervisory Organization and Time.
Preview Release: 2024-12-13. Production Release: 2025-01-10.
Additional Dimension Types for Workforce Planning Configuration Managers
With this release, we provide additional dimension types to enable an expanded range of use cases.
Manage: Workday Data Extraction
We update the note to document the new
Manage: Workday Data Extraction
security domain, and registered API client changes required for the workforce planning configuration manager.Preview Release: 2024-08-17. Production Release: 2024-09-21.
Sorting and Pagination on Headcount and Headcount Forecast Plans
We update the note to document the ability to sort the grid and the new pagination functionality when you view headcount and headcount forecast plans.
Preview Release: 2024-08-17. Production Release: 2024-09-21.
View Details on Active Workforce Planning Configuration Managers
We update the note to document the ability to view more details about your active workforce planning configuration managers when you edit them.
Preview Release 2024-04-05. Production Release: 2024-09-21.
Related Actions Menu for Headcount Planning Applications
We update the note to document an update to the related actions menu for headcount planning applications.
Preview Release: 2024-09-06. Production Release: 2024-09-21.
Sorting and Pagination on Execute Headcount Plan Task
We update the note to document that the grid on the
Execute Headcount Plan
task now supports sorting and pagination.Preview Release: 2024-09-06. Production Release: 2024-10-11.
Secure Plan Data Using Compensation Details: Headcount Planning Domain
We update the note to document changes to the
Secure Data
column on workforce planning configuration managers and how they now secure compensation-related data on headcount and headcount forecast plans.Preview Release: 2024-09-27. Production Release: 2024-10-11.
To Be Hired Report Fields
We update the Changes field to document the new
To Be Hired
and To Be Hired Sheet Row
report fields on the Position Request Event business object.Preview Release: 2024-09-27. Production Release: 2024-10-11.
Roster Sheet Column Label Overrides for Workforce Planning Configuration Managers
We update the note to document that roster sheet column label overrides configured in workforce planning configuration managers are now reflected in the roster modeled sheet columns in Adaptive Planning.
Preview Release: 2024-09-27. Production Release: 2024-10-11.
Rename To Be Hired ID Report Field
We update the Changes field to document renaming the
To Be Hired ID
report field on the Position Request Event to To Be Hired ID on Position Request Event
.Preview Release: 2024-10-11. Production Release: 2024-10-11.
Additional Dimensions on Workforce Planning Configuration Managers
We update the note to document support for more dimensions on workforce planning configuration managers.
Preview Release: 2024-10-11. Production Release: 2024-11-08.