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Administrator Guide
Last Updated: 2024-03-08
Example: Configure Employee Self-Service for Resource Forecasts

Example: Configure Employee Self-Service for Resource Forecasts

This example illustrates 1 way to configure your tenant so that workers can make updates to their hours on resource forecasts.
As a project manager, you create a resource forecast that includes Anna, a worker on multiple projects. To keep forecast hours up to date, your resource manager must perform several searches through data such as PTO, resource forecasts, and historic actuals. Managers then have to confirm the accuracy of the forecast manually.
During the project, you learn that Anna’s availability has changed unexpectedly. You want to enable workers like Anna to update their own resource forecasts directly so that you can simply review and approve changes.
  • Security:
    Business Process Administration
    and
    Manage: Business Process Definitions
     domains in the System functional area.
  • Create a project with workers assigned to the resource plan.
  • Create a resource forecast from either the project or the project plan tasks.
  1. From the related actions menu of the
    Update My Resource Forecast (Default Definition)
     business process, select
    Business Process > Edit Definition
    .
  2. Enter the current date.
  3. Click
    OK
    .
  4. Click
    Security Group Restrictions
     to view the
    Initiating Security Groups
    . Workday populates this field with
    Contingent Worker As Self
     and
    Employee As Self.
  5. To include a step that enables you to review and then approve worker updates, add a row to the
    Business Process Steps
     tab.
  6. Enter these values:
    Order
    Type
    Specify
    Group
    b
    Action
    Review Update My Resource Forecast
    Project Manager
    If you don't include an approval step, Workday auto-approves worker updates to resource forecasts.
  7. Click
    OK
    .
  8. Click
    Done
    .
  9. To review your security configurations, select
    Business Process Policy > Edit
     from the related actions menu of the business process.
  10. Click
    OK
    .
When workers make changes to their resource forecasts, Workday sends requests to My Tasks for your review and approval.