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Administrator Guide
Last Updated: 2023-06-23
Steps: Publish Workforce Planning Actions from Adaptive Planning

Steps: Publish Workforce Planning Actions from Adaptive Planning

  • Set up your Adaptive Planning instance with a Workday tenant.
  • Sync the user profiles of all users involved in the publishing process.
  • Configure the Workday data source and load your ledger account and dimension metadata into Adaptive Planning. Include supervisory positions that use the position management staffing model and configure Position as a dimension in Adaptive Planning.
  • You plan using a level-assigned modeled sheet.
  • If you use Timespan, ensure that each entry in each Period contains a value less than or equal to 100 positions or openings.
  • Enable users to publish plans on the
    Tenant Setup
     report.
  • Enable and set up Workday Workforce Planning. Workday Workforce Planning is a separate product (SKU) that requires a separate license.
Publish workforce planning actions from workforce plans in Workday Adaptive Planning to Workday Human Capital Management so that you can:
  • Expedite the position or job requisition creation process by creating them directly in HCM from your modeled sheet.
  • Send the positions or job requisitions to downstream workers in HCM so that they can fill out any missing required information. These workers can submit the open positions and job requisitions for creation.
  • Generate management reporting.
  2. You only need to review workforce planning actions if you don't expedite when you publish your workforce plan. This task enables downstream workers in HCM to enter missing required information on your open positions and job requisitions before you create them.
You can use the Publish History to find workforce planning actions that you published.
Run your data loader to update the original modeled sheet rows with the open positions and job requisitions that you created.