Complete Headcount Planning Participant Detail Events

Ensure that your security administrator assigns you to a headcount planning role on the supervisory organizations included on the headcount plan or headcount forecast plan.

Security: Participate: 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 participant, you can use your form to:

Add positions. You can add positions individually or in bulk.

Duplicate existing positions. You can change details about the position before you duplicate.

Edit existing To Be Hired (TBH) positions. You can edit TBH positions individually or in bulk by effective date.

Remove positions.

View and refresh key performance indicator (KPI) charts that display plan progress based on each action that plan participants can take.

Access your

Headcount Planning Participant Detail Event

My Tasks item.

Select

Open Headcount Plan

(Optional) Filter the data to display using these prompts:

Planning Organization

. Changing this option changes both:

The KPI data that we display.

Which positions we display.

Period

. Changing this option only changes the KPI data, not the positions we display on the grid.

Effective Date

. Changing this option only changes the positions we display on the grid, not the KPI data. We display position information based on the effective start date of any changes.

You can also filter the positions to display using the

Filter

options.

(Optional) Use the switch to change your view between:

A position details view. You can use this view to create and edit positions.

A hierarchical organization chart with summarized position details. This view is read-only.

An aggregate view with grids that contain summarized numbers. You can use this view to change summarized headcount numbers.

Your plan administrator controls which views you receive, and they can’t change which views you have after the My Tasks items are distributed.

To create new positions in the position details view, you can either:

Select

New

From the actions menu of an existing position, select Duplicate
.

When you create or duplicate TBH positions, select Planned
on the

Staffing Status

field.

To edit positions in the position details view, you can either:

Select

Edit

from the actions menu of a position.

Select 1 or more rows and click the

Edit

button. To select a range of rows, select the first position in your range, hold Shift on your keyboard, and select the last position in your range. To select multiple individual positions without a range, select the first position, hold Command for Mac or Control on Windows on your keyboard, and select the other positions.

Select the calendar icon to edit an existing effective-dated change for the position.

If you select multiple positions for a bulk edit and differing position details exist, we apply your changes to all of the selected positions. If you include TBHs in your multiselect, we only apply effective-dated changes to existing positions because TBHs don't have effective dates.

Edit positions in the position details view:

Option	Description
Effective As Of	When you add changes with a new effective date, enter the new effective date. When you save the form draft, we add the new effective date to the list of existing effective dates. When you edit changes set to occur at an existing future effective date, select that effective date.
Apply these changes to existing future-dated edits for these positions	Apply changes that you make on this form to existing future-dated edits for the selected positions.

To remove TBH rows in the positions details view, select

Remove

from the actions menu of the row.

You can only remove planned new positions with a TBH ID.

To change headcount numbers in the aggregate view, edit the white cells in the grids.

Depending on whether you increased or decreased the numbers, we display either:

A modal where you can enter position details for the new positions.

A modal where you can select which positions to remove from that summarized number.

If cells are gray, either:

Change your filters.

Your plan administrator configured these values as read-only.

When you submit your part of the plan, we:

Don't lock the corresponding rows on the Adaptive Planning sheet. We only lock the plan version when your plan controller submits the entire plan and the business process completes.

Remove your

Headcount Planning Participant Detail Event

My Tasks item.

Notify the next planner in your routing hierarchy that they can start planning, if this planner exists.

An effective-dated edit to a position already exists to change locations from New York City to Los Angeles and increase their compensation basis amount, effective on 2024-04-01. On a new effective-dated change, you enter this data:

Option	Description
Effective As Of	Enter 2024-03-01 .
Apply these changes to existing future-dated edits for these positions	Leave this check box selected.
Location	Change from New York City to San Francisco .
Compensation Basis Amount	Don't change the compensation basis amount.

For this position, 2 effective-dated changes now exist. On 2024-03-01, they move from New York City to San Francisco and their compensation basis amount doesn't change. On 2024-04-01, their compensation basis amount changes and they work in San Francisco, not Los Angeles. On the linked Adaptive Planning modeled sheet, at least 3 rows now exist for this position:

Location	Compensation Basis Amount	Effective Start Date	Effective End Date
New York City	50,000-60,000 USD	A date in the past.	2024-02-29
San Francisco	50,000-60,000 USD	2024-03-01	2024-03-31
San Francisco	60,000-70,000 USD	2024-04-01