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Adaptive Planning
Last Updated: 2023-09-08
Complete Headcount Planning Participant Detail Events

Complete Headcount Planning Participant Detail Events

  • Ensure that your security administrator assigns you to a headcount planning role on the supervisory organizations included on the headcount plan or headcount forecast plan.
  • Security:
    Participate: Headcount Planning
     domain in the Adaptive Planning for the Workforce functional area.
When your plan administrator creates a headcount plan or headcount forecast plan, they create My Tasks items for both:
  • A plan controller who manages the business process event.
  • Plan participants who contribute to their parts of the plan. These My Tasks items include a link to a form for position data entry.
As the plan participant, you can use your form to:
  • Add positions. You can add positions individually or in bulk.
  • Duplicate existing positions. You can change details about the position before you duplicate.
  • Edit existing To Be Hired (TBH) positions. You can edit TBH positions individually or in bulk by effective date.
  • Remove positions.
  • View and refresh key performance indicator (KPI) charts that display plan progress based on each action that plan participants can take.
  1. Access your
    Headcount Planning Participant Detail Event
     My Tasks item.
  2. Select
    Start Planning
    .
  3. To create new positions, you can either:
    • Select
      New
      .
    • From the actions menu of an existing position, select
      Duplicate
      .
    When you create or duplicate TBH positions, select
    Planned
     on the
    Staffing Status
     field.
  4. To edit positions, either:
    • Select
      Edit
       from the actions menu of a position.
    • Select 1 or more rows and click the
      Edit
       button.
    • Select the calendar icon to edit an existing effective-dated change for the position.
    If you select multiple positions for a bulk edit and differing position details exist, we apply your changes to all of the selected positions. If you include TBHs in your multiselect, we only apply effective-dated changes to existing positions because TBHs don't have effective dates.
  5. As you edit positions, consider:
    Option Description
    Effective As Of
    When you add changes with a new effective date, enter the new effective date. When you save the form draft, we add the new effective date to the list of existing effective dates.
    When you edit changes set to occur at an existing future effective date, select that effective date.
    Apply these changes to existing future-dated edits for these positions
    Apply changes that you make on this form to existing future-dated edits for the selected positions.
  6. To remove TBH rows, select
    Remove
     from the actions menu of the row.
    You can only remove planned new positions with a TBH ID.
  7. (Optional) Filter the data to display using these prompts:
    • Supervisory Organization
      . Changing this option changes both:
      • The KPI data that we display.
      • Which positions we display on the grid.
    • Period
      . Changing this option only changes the KPI data, not the positions we display on the grid.
    • Effective Date
      . Changing this option only changes the positions we display on the grid, not the KPI data. We display position information based on the effective start date of any changes.
    You can also filter the positions to display using the
    Filter
     options.
When you submit your part of the plan, we:
  • Don't lock the corresponding rows on the Adaptive Planning sheet. We only lock the plan version when your plan controller submits the entire plan and the business process completes.
  • Remove your
    Headcount Planning Participant Detail Event
     My Tasks item.
An effective-dated edit to a position already exists to change locations from New York City to Los Angeles and increase their compensation basis amount, effective on 2024-04-01. On a new effective-dated change, you enter this data:
Option
Description
Effective As Of
Enter
2024-03-01
.
Apply these changes to existing future-dated edits for these positions
Leave this check box selected.
Location
Change from
New York City
 to
San Francisco
.
Compensation Basis Amount
Don't change the compensation basis amount.
For this position, 2 effective-dated changes now exist. On 2024-03-01, they move from New York City to San Francisco and their compensation basis amount doesn't change. On 2024-04-01, their compensation basis amount changes and they work in San Francisco, not Los Angeles. On the linked Adaptive Planning modeled sheet, at least 3 rows now exist for this position:
Location
Compensation Basis Amount
Effective Start Date
Effective End Date
New York City
50,000-60,000 USD
A date in the past.
2024-02-29
San Francisco
50,000-60,000 USD
2024-03-01
2024-03-31
San Francisco
60,000-70,000 USD
2024-04-01