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 main menu, navigate to 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.
Specifying Effective Dates for Proposed Changes
Setting effective dates for your proposed changes allows you to indicate when each change should be implemented within the plan’s timespan.
Notes about effective dates:
Effective dates will be set to the plan’s start date unless otherwise specified.
Positions with more than one proposed change will display “Multiple” in the Effective Date column. Hover over the data cell to display the effective dates, or click the cell to edit the dates.
For newly proposed positions, effective dates can only be specified for the positions’ start and end dates. All other changes will be effective as of the positions’ start dates.
When a manager’s position is eliminated, the effective dates for resulting reassignments or eliminations of their direct report(s) will be automatically set for the effective date of the manager’s elimination, preventing a lapse in the reporting structure. Additional changes to the individual(s)’ reporting relationships proposed after the manager’s elimination will be automatically set to the elimination date (and overridden if otherwise specified).
For planning environments with assigned budgets, budgeted base pay rates must be entered for each active position, covering the plan’s timespan.
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 (including newly proposed positions) 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.
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. Learn more about utilizing your headcount plan data.
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.
Please contact our Customer Success Team for additional assistance.
Additional Resources