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Administrator Guide
Last Updated: 2024-04-05
Execute Headcount Plans

Execute Headcount Plans

  • Configure the ID definition and sequence generator for
    ID for To Be Hired Positions
     on the
    Edit Tenant Setup - HCM
     task.
  • Approve a source plan that was originally created from a workforce planning application with the
    Use Plan and Execute Tasks
     option selected. See Manage Workforce Planning Configurations.
  • On the workforce planning configuration manager, map plan fields to task fields on these position tasks and activate any changes:
    • Create Position
    • Change Organization
  • Ensure that you have access to the levels and dimensions related to the positions.
  • Configure these business processes and their security policies:
    • Create Position
       business process in the Staffing functional area. You must have a role on the initiating action of this security policy.
    • Headcount Planning
       business process in the Adaptive Planning for the Workforce functional area.
  • Security:
    Process: Headcount Planning
     domain in the Adaptive Planning for the Workforce functional area.
After you approve a headcount plan that you created from a workforce planning configuration manager, you can create positions directly from that plan to make it easier for you to:
  • Reconcile headcount.
  • Track the business process event progress of all positions on the plan.
If you manually created position restrictions already using the
Create Position
 task, you can link them to your headcount plan so that you can track them and include them in headcount reconciliation.
For headcount reconciliation, we automatically connect:
  • The positions that you plan for.
  • The position restrictions that you create on this task and any related actuals.
  • Any forecast headcount plans that you create using this plan and any related actuals.
  • The Adaptive Planning roster modeled sheet that was created for this plan using the planning configuration manager.
  1. Access the
    Execute Headcount Plan
     task.
  2. Select an approved headcount plan that was created using a workforce planning configuration manager.
  3. Select a supervisory organization.
  4. As you complete the
    Not Started
     tab, consider:
    Option
    Description
    Actions
     icon
    Select to create this position.
    Review for Submission
     button
    Select multiple rows to create positions in bulk with this button.
    Link to Unplanned Positions
    (Optional) Link position restrictions that you manually created already using the
    Create Position
     task to new planned positions on this headcount plan. When you link unplanned positions, you can:
    • Track these positions like the planned positions.
    • Include these originally unplanned positions with the planned positions in headcount reconciliation.
  5. (Optional) Use these tabs to monitor the progress of business process events related to creating the positions:
    Tab
    Description
    Not Started
    Create positions directly from rows on this tab. No
    Create Position
     business process events exist for these positions.
    In Progress
    We display positions with
    Create Position
     business process events with these statuses:
    • In Progress
    • Rescinded
    • Revised
    You can select the
    Review Position Request
     icon for a row to view the
    Create Position
     business process event.
    Completed
    We display positions with
    Create Position
     business process events with the
    Successfully Completed
     status.
    You can select the
    Review Position Request
     icon for a row to view the
    Create Position
     business process event.
    Canceled
    We display positions with
    Create Position
     business process events with these statuses:
    • Canceled
    • Process Definition Error
    • Process Terminated