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Administrator Guide
Last Updated: 2024-07-12
Publish Workforce Planning Actions from Adaptive Planning

Publish Workforce Planning Actions from Adaptive Planning

In Adaptive Planning
  • Give the publishing user in Adaptive Planning these permissions:
    • Publish Workforce Action Plan into Workday
    • Edit Dimension on Sheet
    • Import Capabilities
    • Model includes: sheets, accounts, dimensions, and formulas
  • If you use access rules, give the publishing user Edit access to all the accounts on the sheet.
  • Configure the Workday Data Source for the
    PLN ALL Positions
     report to include
    Plan Version ID
     as a required prompt for a Version parameter at runtime.
  • Configure the Planning Data Loader for your position modeled sheet with:
    • Publish Row ID
       for
      Import Key Column
      .
    • Your Position dimension for
      Import Secondary Column
      .
  • Configure the Workday External System to map the Position and Position Status dimension in Workday HCM to equivalent Adaptive Planning dimensions.
  • Configure versions to publish within
    Modeling
    Model Management
    Versions
    .
  • Configure workforce planning action mappings for the position modeled sheet in
    Modeling
    Model Management
    Level Assigned Sheets
     by clicking
    Edit
     and selecting
    Map Fields for Publish
    . You must map all required fields including
    Worker Type
     to enable the
    Create Job Requisition
     workforce action. Map
    Worker Sub-Type
     to either
    Employee Type
     or
    Contingent Worker Type
    .
    The top-most or root node value of the dimension and level hierarchies in Adaptive Planning can't publish for a workforce planning action; they don't map to a WID. If you map Timespan, you can't use Publish Row ID as an import key in your Planning Data Loader.
  • Align the publishing user's level access in Adaptive Planning to their supervisory organization access in HCM.
  • Ensure you mapped your Dates appropriately for Create Job Req. Recruiting Start Date must be on or after the mapped Availability Date, or use the same mapping.
In HCM
  • To create job requisitions when you publish, you must have a role directly on the supervisory organization.
  • Set up the
    Workforce Planning Action Event
     business process in the Adaptive Planning for the Workforce functional area.
  • Add the security group for plan publishers to the initiating action for
    Import Workforce Planning Actions
     (WS Background Process). Depending on which workforce planning action you use, add the plan publisher security group to either of these initiation actions:
    • Create Position
       initiating action on the
      Create Position
       business process.
    • Create Job Requisition
       initiating action on the
      Job Requisition
       business process.
  • To route
    Job Requisition
     business events initiated by your publishes, add the security groups on the
    Route Create Job Requisition Events
     prompt on the
    Edit Tenant Setup - HCM
     task.
  • Verify that the plan administrator can access everything in the plan that needs publishing.
Publishing workforce planning actions into HCM enables you to:
  • Load planned new position and job requisition information from Adaptive Planning.
  • Review and modify the published data before submitting it for position or job requisition creation.
  • Optionally expedite a Workforce Planning Action directly to HCM and skip downstream reviews.
  • Reconcile newly created positions back into the Adaptive Planning modeled sheet.
  1. Navigate in Adaptive Planning to the modeled sheet containing the workforce planning actions you want to publish.
    Only level-assigned modeled sheets that display the
    Publish
     button in the toolbar can publish.
  2. Click
    Display Options
     and filter the sheet to display only the rows you want to publish.
    You must create at least 1 filter to publish.
  3. Click
    Publish
     in the toolbar.
  4. Select the workforce planning action you want to publish.
    Create Job Requisition
     only supports:
    • Expedite Workforce Action
       when publishing.
    • Supervisory Organizations using the Position Management staffing model.
  5. Click
    Publish
     to send this workforce action into HCM for downstream reviews as a
    Workforce Action Event
    .
  6. (Optional) Select
    Expedite Workforce Action
     if you want to skip reviews in HCM.
    You can define a rule condition in the HCM business process that detects the custom report field
    Workforce Planning Action Event
    . Your business logic can initiate these events without needing approval.
  7. (Optional) Click
    View Publish History
     to navigate to the publish history to view publish status.
    Click a cell in the
    Details
     column to view what published to HCM or check publish status.
The workforce plan you submit populates the
Workforce Planning Action Event
 task for further review. Expedited publishes directly create positions in HCM.
We recommend against switching your model between using timespan and not using timespan between publishes.
If you didn't select
Expedite Workforce Action
, access the
Review Workforce Planning Actions
 task in HCM to review and update the published rows for further adjustments.
You can configure a notification to let reviewers know to access the
Review Workforce Planning Actions
 task when a publish completes.
Create Job Requisition
 doesn't support review when you publish.