Skip to main content
Administrator Guide
Last Updated: 2023-06-23
Review Workforce Planning Actions

Review Workforce Planning Actions

  • Publish using the
    Create Position
    workforce planning action from an approved modeled sheet in Adaptive Planning.
  • For academic positions, enable educational institution features and tenure tracking in the
    Edit Tenant Setup - HCM
    task.
  • Configure these business processes and security policies:
    • Workforce Planning Action Event
      in the Adaptive Planning for the Workforce functional area.
    • Create Position
      in the Staffing functional area.
      You must have access to the
      Create Position
      initiating action on this business process.
      If you use commitment accounting, include these subprocesses:
      • Assign Pay Group for Position Restriction
      • Request Default Compensation for Position Event
  • Security:
    Process: Workforce Action Plan
    in the Adaptive Planning for the Workforce functional area.
Your planners planned for open positions at a high level of detail. These planners want you to enter additional required information before your organization creates the open positions. As a hiring manager or HR business partner, you enter that additional information and you can create many positions at once. You can configure a condition rule on the
Create Position
business process so that Workday automatically approves open positions that you originally planned for in Adaptive Planning. Workday automatically updates the original modeled sheets with links back to the created positions.
  1. Access the
    Review Workforce Planning Actions
    task.
  2. Enter or change information about the open positions you want to create.
  3. Select open position lines and submit them.
Workday creates positions for each line that's submitted and approved.
Run your data loader to update the original modeled sheet rows with the open positions that you created.