For customers of our Headcount Planning module.
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 edit a plan datasheet and/or submit a proposal:
Admins can edit all plan datasheets in their assigned plan(s) and submit proposals on behalf of Planners. Planners can edit their assigned plan datasheet and submit their proposal. Collaborators can edit the plan datasheet and submit a proposal for their assigned plan(s). Learn more about headcount planning permissions.
From the Headcount Planning page, click the plan, then click the appropriate link to open the planning environment you’d like to view.
Review the plan datasheet, editing values to reflect changes you want to propose using the following options:
•To propose a new position: Click the +Add Position button.
•To edit position data: Click on a data cell or use the keyboard shortcuts in the table below to navigate to the appropriate cell.
•To access additional options, click the three-dot menu in the left-most column for any position listed and click the desired option:
Duplicate Position: A new position will be proposed.
By default, the position’s start date will be set to the first day of the plan.
Eliminate Position: Removal of the currently active position will be proposed.
Revert Changes: Proposed changes will be reversed.
Restore Position: The proposed elimination will be reversed, and the position will be restored to its previous state (unchanged or modified).
Exclude/Include Position: This selection determines whether the new position will be included in the proposal once submitted.
Delete Position: The newly added position will be permanently removed from the planning environment.
When you’re ready, click the Submit Proposal button. Optionally include a note in the field provided before clicking Submit Proposal to confirm this action.
Notes about editing a plan datasheet and submitting a proposal:
The following position data cannot currently be edited: Filled By (Name), Filled By (Employee ID), Job Level, Open/Filled, Pay Grade, Position ID, Status, Submitted By, and Type.
When proposing a new manager for a position (Reports To), only the Planner and their subordinates can be entered.
During headcount planning, if reporting relationships are updated on the official org chart, positions in the plan will be automatically moved to the appropriate planning environment(s) based on the official org chart hierarchy.
All subordinate proposals must be received before a proposal can be submitted.
Once a proposal is submitted, the datasheet cannot be edited.
Submitted proposals will be added to the planning environment directly above in the plan hierarchy. The top-level proposal will be added to the planning environment for the entire organization.
Within a planning environment, you can visualize position data in various ways on the Datasheet and Timeline tabs.
Monitoring the Plan Status
Once you’ve submitted the proposal, a banner will appear, indicating who the proposal was sent to based on the plan hierarchy. The individual will be notified via email and invited to review the proposal. Once all proposals have been received and the plan is approved by an Admin, you will be notified via email. The plan status can also be monitored on the Headcount Planning page.
Once the plan is approved, you can reference the original proposal from your Approved Plan datasheet by clicking the three-dot menu in the upper right corner and then clicking View Original Proposal.
Viewing and Exporting Plan Data
You can visualize position data in various ways by navigating the tabs at the top of each planning environment in a headcount plan.
Admins can manage all data within their assigned plan(s). Planners and Collaborators can manage data within their assigned planning environment(s).
Datasheet
In addition to proposing position changes on the Datasheet tab, you can:
Group data according to specific attributes by dragging and dropping column headings into the horizontal bar along the top of the page.
Filter data by clicking the dropdown at the top of a column and selecting the appropriate value.
Export the datasheet by clicking the icon in the upper right corner.
Timeline
On the Timeline tab, you can access a summary of new and total positions and take the following actions:
Group positions by clicking the dropdown and selecting the appropriate attribute(s) using the checkboxes provided.
Adjust the time interval by clicking the dropdown and selecting the desired option.
Visualize additional metrics by clicking the dropdown using the checkboxes provided to make your selection(s). You can also drag and drop to reorder metrics.
Export the timeline by clicking the icon in the upper right corner.
Display actuals and variances for each metric by clicking the Show Actuals toggle in the upper right corner of the table.
Notes about displaying actuals and variances:
•Actuals will only be displayed for completed time intervals.
•Actuals are not currently available for the position cost metric.
Please contact our Customer Success Team for additional assistance.
Additional Resources