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Administrator Guide
Last Updated: 2023-06-23
Publish Headcount Plans from Adaptive Planning

Publish Headcount Plans from Adaptive Planning

In Adaptive Planning
Give the publishing user in Adaptive Planning the
Publish Headcount Action Plan into Workday
 permission.
Configure the Workday External System Settings by selecting
Headcount
 and
FTE
 custom accounts to publish from in Adaptive Planning. Select a
Cost of Workforce
 custom account to publish Cost of Workforce values with your headcount plan.
In HCM
  • Set up the
    Headcount Plan Event
     business process.
  • Add the security group for plan publishers to the Initiating Action for
    Import Headcount Plan
     (WS Background Process).
Configure the plan structures and plan templates for Adaptive Planning.
  • Security:
    Set Up: Plan Publishing
     in the Adaptive Planning for Financial Plans functional area or Adaptive Planning for the Workforce functional area.
Publishing headcount plans enables you to preview plans in HCM, generate management reporting, and support downstream actions, such as position creation. Publishing a headcount plan also minimizes the need to manually synchronize data between HCM and Adaptive Planning. You can include Headcount, FTE, and Cost of Workforce values when you publish to compare real-time information to your plan during planning. Cost of Workforce account data publishes in the Workday tenant currency regardless of the currency specified in the level of the Adaptive Planning sheet.
  1. Navigate in Adaptive Planning to
    Publish Plan
    .
  2. As you configure the Headcount Plan, consider:
    Option Description
    Publish Type
    Select
    Headcount
    .
    Version
    Determines the Adaptive Planning version to publish from. Only planning versions with the
    Publishing Access
     setting
    Headcount Plans
     display in this list.
    Plan
    Select the draft template in Workday you want to publish the headcount into for down-stream HCM users.
  3. Click
    Publish
    .
  4. (Optional) Click
    Refresh
     to check on publication status.
  5. (Optional) Click
    View Job Results
     for a list of links to the Workday Process Monitor for each period submitted in the plan.
The headcount plan you submit populates the draft plan in HCM. If a warning message or error displays in the
Details
 column, click the link to view it.
Review and update the draft in HCM as needed and submit it.