Bottom-Up Workforce Planning
You can now perform bottom-up, position-level workforce planning with a more intuitive experience that also provides the data needed for financial planning. You can configure and initiate a decentralized planning process by dimension while maintaining a single plan. Your business users can quickly contribute to your plan through form entry, streamlining the process.
To use this feature, we require you to configure the workforce planning configuration manager feature with the Use Plan and Execute Tasks option selected.
Headcount Planning Event Business Process
Release: 2024-03-09
Workday delivers a new Headcount Planning Event business process (secured to the Adaptive Planning for the Workforce functional area), enabling you to:
- Create a plan version in Adaptive Planning using the planned data from this task and copied actuals data from your personnel roster sheet. We also create and lock a baseline version.
- Initiate a decentralized planning process using the Headcount Planning Event business process so that your plan participants can securely and simultaneously contribute their parts of the headcount plan.
We automatically update this Adaptive Planning plan version based on your business users' submissions.
We also deliver a new Configure Headcount Plan task that we automatically configure as an initiating action on the new business process.
You must set up the business process using the Create Business Process Definition (Default Definition) task before you can use it.
Headcount Planning Tab on the Tenant Setup Report
Release: 2024-03-09
We add a new Headcount Planning tab on the Adaptive Planning tab of the Tenant Setup report, enabling you to specify which ISU to run the background jobs needed for headcount planning. After you create an ISU on the Public APIs tab, we automatically create this user in Adaptive Planning.
Headcount Planning Event Inbox Items
Release: 2024-03-09
When your Headcount Plan Event business process is in progress, plan process controllers can access a new Headcount Planning Event Inbox item (secured to the Process: Headcount Planning domain) to:
- Cancel the entire business process event to remove Inbox items and the associated version.
- Close business process events for selected plan participants and remove their Inbox items.
- Edit the headcount plan.
- Pull forward unsubmitted business process events for selected plan participants.
Headcount Planning Participant Detail Event Inbox Items
Release: 2024-03-09
When you configure a headcount plan, we create Inbox items for your plan participants based on:
- Access to the new Participate: Headcount Planning domain.
- How you configure the Headcount Plan Event business process.
- Their roles in your organization.
These new Headcount Planning Participant Detail Event Inbox items include links to a form-based headcount planning interface that plan participants can use to contribute to their parts of the plans.
Plan participants can:
- Add positions.
- Duplicate existing positions.
- Edit existing positions.
- Remove To Be Hired positions.
- View and refresh key performance indicator charts that display plan progress based on each action that plan participants can take.
View Headcount Planning Configuration Report
Release: 2024-03-09
We deliver a new View Headcount Planning Configuration report (secured to the Process: Headcount Planning domain), enabling you to easily view these items on the headcount plan:
- Business process.
- Column and form fields details.
- Plan reporting currency.
- Plan start and end date.
- Plan status.
- Supervisory organization.
Correction: This Release Note was inadvertently omitted at the 2023R1 release and is being included now.