Steps: Set Up Security for HCM Headcount Plans

This headcount plan functionality is for HCM customers without a subscription to Planning. See Workday Community: Adaptive Planning Hub.

Set up security to determine who can create and edit basic headcount plans and who can view and analyze plan data.

Access the

Maintain Functional Areas

task.

Select the

Enabled

check box for the Headcount Plans (HCM) functional area. You can only enable 1 headcount plan functional area at a time. If you enabled the Headcount Plans functional area, clear the Enabled
check box for that functional area.

Security: Security Configuration
domain in the System functional area.

Create Segment-Based Security Groups.

Create a segment-based security group for users who need access to HCM headcount plans using these values:

Option	Description
Security Groups	Add the security groups who need access to HCM headcount plans.
Access to Segments	Select Headcount Plan Type Segment .

Edit Domain Security Policies

Configure the domain security policies for these domains in the Headcount Plans (HCM) functional area:

Access Plan Type (Segmented)

Process: Headcount Plan (HCM)

Reports: Headcount Plan (HCM)

Set Up: Headcount Plan (HCM)

For the Access Plan Type (Segmented)
domain, add a new row on the Report/Task Permissions
grid for the segment-based security group you just created. Give this security group View and Modify access.

Edit Business Process Security Policies.

Set up the Headcount Plan Event
business process and security policy based on your organization needs, such as to add approvers for your HCM headcount plans.

Activate Pending Security Policy Changes.

To use HCM headcount plan reports, access the

Map Standard Aliases

task.

Map the standard alias for the Supervisory Organization business object. We recommend that you map the top level of your supervisory organization hierarchy.

Security: Aliases
domain in the System functional area.