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Administrator Guide
Last Updated: 2024-05-31
Steps: Set Up Headcount Planning

Steps: Set Up Headcount Planning

  • Enable and set up Human Capital Management (HCM).
  • Enable and set up Workday Workforce Planning. Workday Workforce Planning is a separate product (SKU) that requires a separate license.
  • Enable user sync and sync your first user.
  • The supervisory organizations that you want to include on your headcount plan use the position management staffing model.
You can use headcount plans for bottom-up, position-level workforce planning using activated workforce planning configuration managers. Plan participants use forms to enter position data for their organizations, and plan controllers manage the planning process. This combination enables you to use live workforce planning data to plan while keeping that data synced with your personnel modeled sheet.
Set up security to determine who can:
  • Create headcount plans.
  • Control headcount planning events.
  • Participate in the planning process by entering position data.
You can also set up your business process to determine which actions users can take while the headcount planning is in progress.
  1. Set up the integration system user (ISU) that runs the background jobs for headcount planning.
  2. Set Up Assignable Roles.
    If roles with these functions don't already exist, we recommend that you create roles for:
    • HR planning administrators. These users can create headcount plans and control planning processes.
    • Workforce planners. These users can enter or change position data for their organizations.
    On the
    Enabled for
     field, select
    Supervisory Organization
    .
  3. For every supervisory organization that you include on the plan, assign someone to every role involved in the planning process.
    If you created new assignable roles for headcount planning, add the new roles to your organizations as you assign workers to roles.
    See Concept: Assign Roles.
  4. Create or change existing security groups for your:
    • Plan creators and controllers.
    • Plan participants.
    We support the
    Roles - Supervisory
     security group type for plan participants.
  5. Configure the domain security policies of these domains:
    Domain
    Description
    Participate: Headcount Planning
     domain in the Adaptive Planning for the Workforce functional area
    Give view and modify access to the plan participant security group.
    Process: Headcount Planning
     in the Adaptive Planning for the Workforce functional area
    Give view and modify access to the plan controller security group.
    Set Up: Headcount Planning
     in the Adaptive Planning for the Workforce functional area
    Give view and modify access to the headcount plan creator security group.
    Compensation Details: Headcount Planning
     in the Adaptive Planning for the Workforce functional area
    Give view access to users that need to view compensation data in headcount planning reports.
    Also ensure that your plan participants have domain access to the dimension prompts that they need to pick from on their forms. See Reference: Dimension Access for Headcount Plan Participants.
  6. For the
    Headcount Planning
     business process, add security groups who can perform these actions:
    Option Description
    Who Can Start the Business Process
    Add the security groups who you want to use the
    Configure Headcount Plan
     task to create headcount plans and generate My Tasks items for controllers and participants.
    Who Can Do Action Steps in the Business Process
    Add the security groups who you want to receive the plan controller My Tasks items.
  8. Edit Business Processes.
    For the
    Headcount Planning
     business process, add the shared participation step. This step enables you to distribute your headcount plan to your planners using My Tasks items. You can add other steps.
    As you add the shared participation step, consider:
    Option Description
    Type
    Select
    Shared Participation
    .
    Steps for Action Selection
    Select
    Manage Headcount Planning
    .
    Group
    We display as options the security groups that you defined on the
    Who Can Do Action Steps in the Business Process
     section of the
    Headcount Planning
     business process security policy.
    After you add the shared participation step, select
    Configure Shared Participation Step
    . As you configure the shared participation step, consider:
    Option Description
    Organization Type to Use
    Select
    Supervisory
    .
    Group
    Select the group that contains your plan participants.
    Process by All in Role
    Select to require that for a business process step to complete, all roles assigned to the step must submit.
You can now create headcount plans from activated workforce planning configuration managers.