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 adjust and/or approve a headcount plan:
Only Admins can approve a headcount plan.
From the main menu, navigate to the Headcount Planning page and click on the plan.
Click the link provided to review the plan datasheet for your organization, editing values as needed using the following options:
•To add 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 select additional actions, 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 created.
Eliminate Position: The currently active position will be removed.
Revert Changes: The proposed change will be denied.
Restore Position: The proposed elimination will be denied, and the position will be restored to its previous state (unchanged or modified).
Exclude/Include Position: This selection determines whether the newly proposed position is denied or approved.
Delete Position: The newly added position will be permanently removed from the headcount plan.
Once you’ve made any needed adjustments, click the Approve Plan button in the upper right corner. Confirm this action by clicking Approve Plan. A banner displayed on all plan pages will indicate the plan has been approved. Planners and Admins assigned to the plan will be notified via email and invited to view the approved plan.
Notes about adjusting and approving a headcount plan:
The following position data cannot be edited: Filled By (Name), Filled By (Employee ID), Job Level, Open/Filled, Pay Grade, Status, Submitted By, and Type.
The headcount plan cannot be edited once approved.
Please contact our Customer Success Team for additional assistance.
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