Workforce Planning Actions

We continue to streamline your ability to create positions in HCM from an approved workforce action plan in Adaptive Planning. Now, we enable you to immediately create positions in HCM when you publish your workforce action plan, reducing the amount of manual effort. You can also publish directly from the filtered rows of a modeled sheet in Adaptive Planning so that you can view your plan as you publish.

See Steps: Publish Workforce Planning Actions from Adaptive Planning.

Publish Workforce Actions

Release: 2021-03-12

When you publish a workforce plan, we now enable you to either:

Manually review and edit the proposed new positions in HCM.

Skip manual review.

To skip manual review, you can initiate the Create Position business process from a workforce plan by selecting the Expedite Workforce Action
option when you publish the plan.

We also add a new Publish
action on the modeled sheet that you can use to view which modeled rows you are about to publish.

You can configure Workforce Action
mapping in the modeled sheet setup.

See Publish Workforce Planning Actions from Adaptive Planning.

Review Workforce Planning Actions Task

Release: 2021-03-12

We deliver a new Review Workforce Planning Actions task (secured to the Process: Workforce Action Plan domain) that you can use to enter the information needed to create the planned positions in your organizations.

To use the new task, you must also be part of a security group that's assigned to the initiating action on the business process security policy for the Create Position business process.

See Review Workforce Planning Actions.

Workforce Planning Action Event Business Process

Release: 2021-03-12

We add a new Workforce Planning Action Event business process (secured to the Adaptive Planning for Headcount Plans functional area).

We also deliver a new Import Workforce Planning Actions web service (secured to the Adaptive Planning for Headcount Plans functional area) as an initiating action on the new business process. When you publish workforce planning action plans from a modeled sheet in Adaptive Planning, we automatically initiate the new web service.

You must set up the business process using the Create Business Process Definition (Default Definition) task before you can use it. If you plan to publish using the Skip Review
button, we recommend that you set up this business process with a routing rule condition for processes initiated from Adaptive Planning.

See Steps: Set Up Security for Adaptive Planning.

View Workforce Planning Actions Report

Release: 2021-03-12

We deliver a new View Workforce Planning Actions report (secured to the Reports: Workforce Action Plan domain), enabling you to review the workforce planning actions that you publish from your modeled sheet in Adaptive Planning for your organizations. You can access the report for each publish from a publish history link in Adaptive Planning.

See Steps: Publish Workforce Planning Actions from Adaptive Planning.

Plan Dimensions/Hierarchies Report

Release: 2021-03-12

On the Plan Dimensions/Hierarchies Report, we add these new options in the Non Worktag Plan Dimension Type prompt category on the Dimension Type prompt that you can use to load the dimensions for your workforce action plans:

Difficulty to Fill

Reason

Worker Sub-Type

See Steps: Publish Workforce Planning Actions from Adaptive Planning.

Workforce Planning Action Event Report Field

Release: 2021-03-12

We deliver a new Workforce Planning Action Event report field on a new Workforce Action Event business object (secured to the Public Reporting Items domain) that you can use in condition rules and custom reports to identify which positions were created from a published workforce action plan.

Reports: Headcount Plan (Adaptive Planning) Domain

Release: 2021-03-12

With this update, we deliver a new Reports: Headcount Plan (Adaptive Planning) domain that you can use to secure access to reports about Adaptive Planning headcount plans. This provides a more secure way to grant access to headcount plan reports and workforce planning reports.

Workday automatically converts the security groups on the Reports: Workforce Action Plan domain and adds them on the new Reports: Headcount Plan (Adaptive Planning) domain.

See Steps: Set Up Security for Adaptive Planning.

Headcount Planning (Adaptive Planning) Subreports

Release: 2021-03-12

For consistency, we now secure these reports to the new Reports: Headcount Plan (Adaptive Planning) domain, instead of to the Reports: Workforce Action Plan domain:

Plan Report Sub Report for Cost of Workforce

Plan Report Sub Report for FTE Cost

Plan Report Sub Report for HC Cost

Plan Report Sub Report for HCM and Planning

See Steps: Set Up Security for Adaptive Planning.

Headcount Plan Lines for Organization Report Data Source Filter

Release: 2021-03-12

For consistency, we now secure the Headcount Plan Lines for Organization report data source filter to the new Reports: Headcount Plan (Adaptive Planning) domain, instead of to the Reports: Workforce Action Plan domain.

See Steps: Set Up Security for Adaptive Planning.

Plan Lines for Financial Reporting Report Data Source

Release: 2021-03-12

For consistency, we now secure the Plan Lines for Financial Reporting report data source to the new Reports: Headcount Plan (Adaptive Planning) domain in addition to its existing domain.

See Steps: Set Up Security for Adaptive Planning.

Approved New Positions Report

Release: 2021-03-12

In preparation for its retirement in a future update, we append (Do Not Use) to the name of the Approved New Positions report.