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Administrator Guide
Last Updated: 2024-08-23
Configure Security for Publish Headcount Plans

Configure Security for Publish Headcount Plans

Security:
Set Up: Plan Publishing
in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
To publish headcount plans from Adaptive Planning, publishing users require specific security in Workday HCM.
  1. Navigate to
    Headcount Plan Event
    business process policy in Workday.
    You can search for
    bp: Headcount Plan Event
    .
  2. From the related actions menu of the
    Headcount Plan Event
    business process, select
    Business Process Policy
    Edit
    .
  3. In the initiating action
    Import Headcount Plan (WS Background Process)
    , add the security group for your plan publishers.
  4. Activate Pending Security Policy Changes.
Configure the plan structures and plan templates for Adaptive Planning.