Headcount Planning Application: Hierarchical Routing
With this release, we enable you to route up your organization hierarchy for your headcount and headcount forecast plans when you perform bottom-up, position-level workforce planning.
Preview Date: 2025-02-08. Production Date: 2025-03-15.
Business Benefits
This extends your bottom-up workforce planning activities up your organization hierarchy so that upper-level managers can review and modify their team's headcount plans.Changes
When you select top level hierarchy and supervisory organizations to include on these tasks, we now use the hierarchy structure to route My Tasks items for the headcount and headcount forecast plans to supervisory organization members:
- Configure Headcount Plan
- Create Headcount Forecast
We also add a new
Your Assigned Planning Organizations
field on the My Tasks items that displays: The planning organizations that are assigned to you. The planning organizations that you inherit. When a planner submits on their My Tasks item, we now send a My Tasks item to the next supervisory organization owner above this planner who has access to the headcount or headcount forecast plan. We now restrict superior plan participants from submitting before all subordinate plan participants submit.
We deliver a new
Manager for Superior Event
report field on the Headcount Planning Participant Detail Event business object (secured to the Public Reporting Items
domain) that you can use in custom reports and business process rules for the person who manages the Headcount Planning Participant Detail Event that's superior to this event.What Do I Need to Do?
To route My Tasks items to all planners and managers involved in the headcount planning process, assign them to security groups with access to these domains:
- Participate: Headcount Planningdomain in the Adaptive Planning for the Workforce functional area. Gives view and modify access on headcount and headcount forecast plans to the plan participant security groups.
- (Optional)Compensation Details: Headcount Planningin the Adaptive Planning for the Workforce functional area. Gives view access to users that need to view compensation data on headcount plans, headcount forecast plans, and reports.
Ensure that you include all plan participant security groups on the Shared Participation Step of the
Headcount Planning
business process.What Happens if I do Nothing?
If you do nothing, any existing headcount and headcount forecast plans still in progress retain the flattened routing. Any new headcount and headcount forecast plans that you create will use the new organization hierarchy routing behavior.Change Log
Headcount Planning Application: Hierarchical Routing
We update this release note to change the feature title from "Bottom-Up Workforce Planning: Hierarchical Routing" to "Headcount Planning Application: Hierarchical Routing."
Preview Date: 2025-02-08. Production Date: 2025-03-15.