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Administrator Guide
Last Updated: 2024-04-05
Create Headcount Forecast Plans

Create Headcount Forecast Plans

  • Approve a source headcount plan that was originally created using the
    Manage Workforce Planning Configuration
     task with the
    Use Plan and Execute Tasks
     option selected.
  • Configure the
    Headcount Planning
     business process and security policy in the Adaptive Planning for the Workforce functional area.
When your planning cycle is in progress and actuals have occurred, you can create a headcount forecast plan to either:
  • Adjust your current headcount plan.
  • Start your new planning cycle.
You can create a headcount forecast plan based on:
  • An approved headcount plan as the source plan.
  • The latest actuals.
We merge the To Be Hired (TBH) and existing position edits from the source plan with the latest actuals. You can include unexecuted TBH positions from the source plan with effective dates in both the past and the future.
When you create a headcount forecast plan, you 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 links to forms for position data entry.
We distribute My Tasks items to plan participants with links to their parts of the plan based on:
  • Dimension access.
  • How you configure the
    Headcount Planning
     business process.
  • Your users' roles in the supervisory organizations.
When participants create or edit positions for their parts of the plan, we display options to select based on:
  • The level and dimensions that you filter for on your workforce planning configuration manager. If you only include a subset of those levels and dimensions when you create the headcount plan, we display options based on the subset to planners.
  • Whether the users have access to this level.
  1. Access the
    Create Headcount Forecast
     task.
  2. Select your approved source headcount plan.
  3. As you complete the task, consider:
    Option Description
    Plan Name
    Enter a unique name that equal to or less than 64 characters. We automatically use this name as the Adaptive Planning version name.
    Include past unexecuted source plan TBHs
    Select to include unexecuted TBHs from the source headcount plan with effective dates in the past. We already include unexecuted TBHs with effective dates in the future.
    Lock Source Plan Executions
    Select to disable the ability to execute positions from the source headcount plan when you create this headcount forecast plan.
    We lock the source headcount plans from execution so that you only use the latest plan for position execution. You can only execute from headcount forecast plans after you approve them.
    If you don't select this check box:
    • We automatically lock source plan executions when you approve this headcount forecast plan.
    • You must manually reconcile your latest actuals with this headcount forecast plan before you submit. Otherwise, you might create duplicate positions when you execute using this plan because you might have already created the positions using the source plan.
    Forecast Date
    We automatically use the current date.
    Top Level Organization
    We automatically use the top-level hierarchy from your workforce planning configuration manager.
    Supervisory Organizations
    We automatically use the supervisory organizations from your source headcount plan.
    From
    To
    Select the effective dates for:
    • Plan start date.
    • Plan end date.
You can cancel the
Headcount Planning
 business process event and delete the:
  • My Tasks items for the shared participation controller and participants.
  • Baseline version and working plan version associated with the headcount forecast plan.
If you cancel the business process event with the
Lock Source Plan Executions
 check box selected, the source headcount plan remains locked from executions.
While the business process is in progress:
  • If a reorganization occurs and the worker assigned to a plan participant role changes, we only remove the
    Headcount Planning Participant Detail Event
     from the My Tasks of the outgoing worker. We retain any saved changes made to the plan by the outgoing worker.
  • We lock the corresponding Adaptive Planning baseline version. We lock the plan version after the business process completes.
To update the target KPI data that planners see above the headcount plan when they enter position data, reload your target KPI data after you submit. Otherwise, we display the same target KPI data from the source headcount plan.
Access the
View Headcount Plan Configuration
 report to view the:
  • Plan configuration.
  • Headcount forecast plan using the
    Launch
     button.
  • Status of the background jobs that keep this level in sync with Adaptive Planning. This status includes the status of version creation in Adaptive Planning.
  • Status of the plan.