For customers of our Headcount Planning module.
New positions can be created directly from any active headcount plan, once approved. Customers of our Position Management module can also create requisitions for approved positions.
When referring to assigned user roles and headcount plan roles, “Admins” encompasses all Company Admins, HR Admins, as well as Admins and Admin + Planners assigned to the plan. Likewise, “Planners” encompasses all assigned Planners and Admin + Planners.
To create a position or requisition from an approved plan:
Only Company Admins and HR Admins can create requisitions or positions from any planning environment. HR Managers assigned as plan Admins can create positions from any planning environment within their assigned plans. Limited Admins with permission to create positions within their specified scope can do so from their assigned planning environment(s). Plan Admins can create requisitions from any planning environment within their assigned plans. Recruiting Admins, Planners, and Collaborators can create requisitions from their assigned planning environment(s). Learn more about managing user roles and permissions.
When viewing the Headcount Planning page, ensure the plan is active, then click on the plan.
If the plan is deactivated, a Company Admin or HR Admin must activate the plan before positions or requisitions can be created for approved positions.
When the plan opens, click the desired planning environment.
When the planning environment opens, click the three-dot menu, then click the desired option:
Create Requisition: The Create Requisition window will open, allowing you to enter the needed information before clicking Create Requisition. Once created, you can access the requisition by clicking the three-dot menu next to the approved position and then clicking View Requisition.
Add Position: The Add Position window will open, allowing you to enter the position details before clicking Add. Once created, the headcount ID will be replaced with the new position ID.
Notes about creating a position or requisition from an approved plan:
If the data for the new position or requisition varies from the proposed position, an alert will appear at the top of the window.
Only one position or requisition can be created for each approved new position.
Please contact our Customer Success Team for additional assistance.