Headcount Planning Application
With this release, we continue to enhance your bottom-up, position-level workforce planning experience by ensuring that you set up your headcount planning integration system user, displaying additional validation messages, clarifying the headcount planning background job statuses, and removing some automatically populated default values on roster sheet columns from the workforce planning configuration manager.
Preview Date: 2025-02-08. Production Date: 2025-03-15.
Business Benefits
By ensuring that you set up your headcount planning integration system user, this feature helps prevent downstream issues when you create your headcount and headcount forecast plans. The additional validation messages help you troubleshoot and prevent downstream issues when you create plans. The clearer background job statuses help you troubleshoot by giving you more information about what happened after you try to create headcount and headcount forecast plans. By removing some automatically populated default values on roster sheet columns, we give you more flexibility and control over how you plan.Changes
We now require you to select an integrated system user for headcount planning on the Headcount Planning
tab of the Adaptive Planning
tab on the Tenant Setup
report.
On the
Roster Sheet
page of the Manage Workforce Planning Configuration
task, we no longer automatically populate the Field
values of these columns:
- Availability Date
- Default Compa-Ratio
- Default Primary Compensation Basis - Amount
- Requisition Compensation Grade
- Total Default Base Pay - Amount
- Total Default Base Pay - Currency
On the initial prompt page of these tasks, we now display an error message if no headcount planning integration system user exists:
- Configure Headcount Plan
- Create Headcount Forecast
On the
Configure Headcount Plan
task, we also display an error message if no active workforce planning configuration manager exists to use to configure a headcount plan. On the
Create Headcount Forecast
task, we also display an error message if no approved headcount plan exists to use to create a headcount forecast. On the
View Headcount Planning Configuration
report, we clarify the background job statuses that display after you try to create headcount and headcount forecast plans.We no longer display the
Copy
icon when you access headcount or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
We don't change or remove the selected
Field
values on the roster sheet columns of any existing workforce planning configuration managers.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: 2025-02-08. Production Date: 2025-03-15.
Copy Icon
When you edit existing positions on your headcount or headcount forecast plans, we no longer display the
Copy
icon. We no longer display the
Copy
icon when you access headcount or headcount forecast plans using these My Tasks items:
- Headcount Planning Event
- Headcount Planning Participant Detail Event
Preview Date: 2025-05-09. Production Date: 2025-05-09.
Additional Error Messages
We update the note to document additional error messages on the
Configure Headcount Plan
task and Create Headcount Forecast
task.Preview Date: 2025-02-08. Production Date: 2025-03-15.
Clearer Statuses on View Headcount Planning Configuration Report
We update the note to document an update to the status messages that we display on the
View Headcount Planning Configuration
report after you try to create headcount or headcount forecast plans.Preview Date: 2025-02-08. Production Date: 2025-03-15.
Remove Automatically Populated Values from Roster Sheet Columns
We update the note to document that we remove some automatically populated default values from roster sheet columns.
Preview Date: 2025-02-08. Production Date: 2025-03-15.