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Administrator Guide
Last Updated: 2025-09-19
Manage Headcount Planning Events

Manage Headcount Planning Events

Security:
Process: Headcount Planning
 domain in the Adaptive Planning for the Workforce functional area.
When your plan administrator creates a headcount plan or headcount forecast plan, they create My Tasks items for both:
  • A plan controller who manages the business process event.
  • Plan participants who contribute to their parts of the plan. These My Tasks items include a link to a form for position data entry.
As the plan controller, you can use your My Tasks item to:
  • Close participant events and remove their My Tasks items.
  • Pull forward unsubmitted participant events and remove their My Tasks items.
  • Submit business process events for selected plan participants and move the business process forward.
  • View and change the plan. You can add or change planning information on behalf of plan participants. You can only access these parts of the plan if you have a role on that organization.
While the business process is in progress, we lock the corresponding Adaptive Planning baseline and plan versions.
  1. Access your
    Headcount Planning Event
     My Tasks item.
  2. Manage the planning event:
    Option Description
    Open Headcount Plan
    We automatically display position data for all supervisory organizations that you have access to when you view the plan. To filter the plan for easier editing, use the
    Planning Organization
     prompt.
    Refresh Actuals
    Refresh Human Capital Management (HCM) actuals into your plan based on the actuals from your workforce planning configuration manager. When you refresh, we don't automatically update the baseline plan version in Adaptive Planning.
    We highly recommend that you refresh when planners aren’t actively planning.
    Pull Forward
    Submit the individual business process event on behalf of this participant and remove their My Tasks item. On your plan controller My Tasks item, we display
    Manually Advanced
     as this participant's event status.
    When you pull forward an individual business process event that has a superior event, we notify that superior planner that they can start planning.
    If the next planner in your routing hierarchy is waiting for this individual event to complete, we notify that planner that they can start planning.
    Close
    Cancel the individual business process event that exists for this participant and remove their My Tasks item. On your plan controller My Tasks item, we display
    Closed
     as this participant's event status. We retain any changes the participant made, but you can manually adjust these changes on the headcount plan.
    Submit
    Before you submit a headcount forecast plan, ensure that you reconcile your latest actuals against this plan. Depending on how your plan administrator set up this plan, you might have already created positions when you executed using the source plan and risk creating duplicate positions using this headcount forecast plan.
    You can only submit the plan when all individual plan participant events are either:
    • Pulled forward.
    • Submitted.
    If your business process includes an approval step, we send this plan for approval when you submit the plan. If any unsubmitted participant events exist, we automatically pull forward their events and remove their My Tasks items.
    Start Planning
    We automatically display position data for all supervisory organizations that you have access to when you view the plan. To filter the plan for easier editing, use the
    Supervisory Organization
     prompt.
After you submit the plan, we:
  • Lock the corresponding plan version in Adaptive Planning after the business process completes.
  • Lock the source headcount plan if you submitted a headcount forecast plan.
  • Remove your My Tasks item.
You can continue to access the headcount plan from the related actions menu of the
Headcount Plan
 on the
View Headcount Plan Configuration
 report. To maintain plan integrity, we make the headcount plan read-only for you when:
  • All plan participants submit or you pull the entire plan forward.
  • You pull forward the individual business process event of the participant.
  • You close the individual business process event that exists for the participant.
  • The participant submits their part of the headcount plan.
When the headcount plan is read-only, we disable these actions:
  • Add or edit positions.
  • Change numbers in grids.
  • Select rows.
You can continue to:
  • Apply filters.
  • Select
    Level
     and
    Period
    .